TM,
One of the things that has not really been addressed , although not intentionally, is that of potential International market. According to the transcript of the conference JJ. stated
- I have this line in my presentation that the universe is 70,000
plants in the US that have more than 100 employees. That's very
real. Beyond that, as we said before, you've got the whole utility
substation population. You've got small refineries, gas plants, QA
labs, all those kinds of things. I still believe that the total
opportunity size here is using that $20,000 average for tools,
using that $20,000 average against that 70 - 100,000 band width.
Although this bandwidth has been repeatedly used in various models as total, in retrospect I believe that we can assume that Jenkins meant just what he said. This is the universe (within) the U.S. only. Just a wild a#$ guess would tell me that International bandwidth may be greater by a multiple of at least another 50%.
Gerry |
