"TAP não sobrevive se se mantiver pública", garante Pinto Luz

[tony]

There was a man resting and enjoying the view on the beach. He saw a little girl coming toward him, so he covered himself with the newspaper he was reading. The girl came up to him and asked, "What do you have under the newspaper?"

Thinking quickly, the guy replied, "A bird." The girl walked away, and the guy fell asleep. When he woke up, he was in a hospital in tremendous pain. The police asked him what happened. The guy says, "I don't know. I was lying on the beach, this little girl asked me a question, I guess I dozed off, and the next thing I know is I'm here."

The police went to the beach, found the girl, and asked her, "What did you do to that naked fellow?" After a pause, the girl replied, "To him? Nothing. I was playing with his bird and it spit on me, so I broke its neck, cracked its eggs, and set its nest on fire!"

[Noudar]

Let's just stop the absurd forecasting of futuristic technology penetration for just a second to talk about something tangible. (Also, remember that there is a world of difference between creating a very innovative technology and being able to sell it.)

The question I have regards the AOL revenue miss for 2004. Level 3 has guided the revenue loss to be between $100-150 million, mostly coming from lossed managed modem revenue. Although many people in this forum have opined that Level 3 will actually LOSE LESS AOL revenue than guided due to the resolution of the Allegiance/LVLT conflict.

However, Fulcrum Global Partners released a fairly detailed research report today that predicted that Level 3 would lose over $150 million in revenue from AOL. In other words, they believed that WITH the $100-$150mm reduction in projected revenues, LVLT was being WAY TOO OPTIMISTIC.

Any thoughts?