Peter: I can't answer all of your questions, but I think some of them have been addressed to some extent in past posts on this thread...if you can wade through all of the garbage to find a few nuggets <g>.
Current estimates most certainly do include some SystemWizard revenues, but not as much as they did before they were cut after the last earnings report...per/unit revenues on the Packard-Bell deal were probably around $2/unit, but on contracts since then (HP deal, for instance), they were "more than double" the Packard-Bell deal...of course, the Packard-Bell deal was the highest volume deal they've signed so far, and they had to give some incentive to get the 1st customer on board, in my opinion.
Regarding some of the other stuff like cell-phone, PDA products, etc, I think they've licensed some of their stuff to others, and they get a small royalty each time it's used, but I don't think they are as active in the development of this market as they are in their core areas.
Conference call notes have been reported on this thread for each of the past 4 or 5 quarters, I believe, if you want to go back and find them.
The company has been growing earnings 50% or more in each quarter since the IPO and they have committed to accelerating that pace substantially this year.
Looks like some big-volume buy blocks are back in SYSF this morning, pushing it back to $14.
Mark. |
