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Hi, W.D.

I must say that I think that Transformers has survived the debut of Harry Potter quite well (better than I expected)...we are up to $222M domestic which may put us in the $275M - $300M (or maybe more) when it is all said and done...

I recently saw an analyst report stating that the expectation for Transformers toys was $200M...just due to a comparison of the Beyblade numbers ($300M) and Star Wars ($500M) I think that this number is unbelievably low...

in fact, if you were to throw in DVD sales, box office, pay per view, pay cable, toys, and the 200+ licensees would you be surprised if HAS stated that Transformers (and Transformers related stuff) brought in $750M or even $1B of revenue cumulative over the next 3 years?...I don't think that I would be surprised at 2010 Transformers 2 will likely be out (and the cycle starts again)...

recently warrants were bought back from Lucasfilm that really amounts to a $200M usage of cash and a $36M charge related to initial impression was that this would result in a large reduction in the diluted share count...however, after further review of the 10-K I don't believe that these shares were ever in the diluted share count at all (which surprised me)...I believe that these shares might have be accounted for in the liabilities section of the balance sheet with yearly adjustments made in the "accrued liabilites" section (the adjustments would be made depending on the current price vs. the warrant strike price) you have any experience with handling this sort of scenario?


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