Jimily, I don't see how anything coming out in mid-March, or even sooner helps this quarter much. With the new accounting procedures, they aren't going to count revenues until complete sell through. That will take some time for any new introductions.
On the other hand, as Neil queries, more of BD actual sales that occurred late December through, say, early March should show up this quarter. With increased display of Wind. and UB that I see at CompUSA, etc., maybe they were a better sellers during that period, as well, and will show up in this quarter's #s.
In any event, I think that any new products released from here on out won't be seen as revenue until the next quarter, not the current one.
Like you, I'm not an accountant, but this is my best guess on what I've been able to gauge to this point.
ATM |
