Friday Ruminations.
Interesting news soon is my suspicion, as well.
Like yourself, I don't have any facts to back this
up. More of an instinct based off of the tempo of
the product rollout and the sense that Markman is
adopting a consciously conservative strategy (not
announcing until all details are set). I applaud
this in principle, even though it might hurt our
stock price short-term.
Also, the mood at GMGC is extremely high. Everyone
thinks they have a winner and that they are rich.
I'm certainly factoring this into my thinking.
As to this week's market. Perhaps your analysis
is correct. Not my area of expertise, I wouldn't
even hazard a guess.
Unfortunately, Friday's activity immediately
hit some of my sell trigger points. Thus I ended up
unloading part of my position. Those
sales probably contributed to the early-morning
death spiral. Didn't like it, but
I believe in following through on a strategy
and not letting emotion get in the way.
I locked back in at the 11's, although
not back to my full original position. I want to
better understand the revenue/partner picture
before I do that.
Back to analysis mode.
Questions I have:
- What is the Portico ramping plan? Operation centers/
number of customers supported? What timeframes? Show
me a curve, please.
- When are we going to get news about the agent/microsoft
deal? Product and revenue implications, if any?
- What is the revenue distribution between reseller,
channel and GMGC? What are the percentages?
- Are there other revenue sources? Content providers?
ISV or VAR opportunities?
- What is the corporate enterprise angle? Partners?
Market strategy, price breakdown and timing? I'm sure
something is going on here, but you wouldn't know
that by the gmgc PR sphinx.
- Is Datarover a significant revenue source, or a
waste of time? Cogs? Price?
The good news is that the market demand is truly there.
I know this because I got on the phone and called all
the resellers. Literally.
They are quite excited. One salesman connected me
to a fellow who had just heard a demo - sort of a realtime
testimony, which sounded like a Billy Graham revival.
Another said that the product sold itself and that
their quota (?) was going to be easily exceeded.
Well, we're entering a new phase. Let's see if it
is a profitable one.
Sea Otter |
