C'mon Jon...think about it.
"EDIG management is talking big talk about Treo.
However, this is all speculation on their part. They do not know the future, any more than we do."
Wrong IMHO. They know EXACTLY what numbers they are talking about in thew contract negotiations, and if those contracts are SIGNED and awaiting announcement at the CES, they do know EXACTLY what that part of their future holds. For instance, they might know, due to contracts already signed, that they will earn $5 million in revenues in Q1 (conservative IMHO, but don't want you barking about the numbers). That's about 500% better than last quarter. That kind of growth allows them to talk big IMHO. The larger the revenues, the bigger they can talk.
We will not know the real numbers until they actually ship
Wrong IMHO. We will not know the numbers until the contracts are announced. There is not some guy sitting there tallying PC's as they come off the line and then calling EDIG saying, "We need 17 more Treos!" The contracted orders will be known by edig as soon as the contract is signed. Revenue may be made as product is shipped, but that is easily projected on a schedule. The only variable is will these bundled packages sell, but that is the PC maker's responsibility. The Treo's will already have been shipped, and EDIG will have been paid. This process was verified by RP by the way, and no, I will not go find the post. Call him yourself if you have questions.
I think we can expect initial shipments to be VERY slow. We will have to wait until this time next year to see IF any significant numbers materialize.
Wrong IMHO. See above. We will know by CES what the numbers will be. Again, EDIG's initial revenues are not dependent on whether the product sells. Only re-orders are. Needless to say the company has confirmed that there will be large initial orders, so that big time growth Q over Q is assured, IMHO. |
