Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : e.Digital Corporation(EDIG) - Embedded Digital Technology -- Ignore unavailable to you. Want to Upgrade?

To: JimC1997 who wrote (16153)	11/22/2000 8:36:05 PM
From: Jon Tara	Read Replies (1) \| Respond to of 18366

"assuming Hango does the manufacturing, which is most likely in most cases" Is it that you just can't read, JimC? RP himself says that the the licensing case is "most likely in most cases". EDIG simply isn't in a position to do the manufacturing. And even if they were, it's not a high-margin proposition. You are dreaming about $100 in revenues. I'd be very surprised to see $10M in revenues. Using your model, that puts it at $3.80. So, it could go a bit higher - ONCE they acheive $10M in revenues.

To: JimC1997 who wrote (16153)	11/22/2000 9:30:03 PM
From: mark cox	Read Replies (2) \| Respond to of 18366

The info from Todd may tell us another piece of the puzzle. For instance any PC manufacturer that takes an opening order for 7 figures must certainly be one of the major players. Using Jim's data: 1. Dell 9.48 million units 2. Compaq 6.82 million units 3. Hewlett-Packard 5.74 million units 4. Gateway 4.56 million units 5. IBM 2.67 million units 6. Apple 2.32 million units All Others: 16.86 million units Total U.S. Market: 48.45 million units I would make a logical guess that one of the top three must have placed that order and perhaps the mid 6 figure order going to any of the top four. Those announcements will probably be the best that EDIG has ever had. Just taking a ball park revenue projection from one 6 and one 7 figure order at an average of the $14-$20 figure, [$17] would yield: 400,000 to 600,000 units @ $17 = $6.8 to $10.2 million 1,000,000 units @ $17 = ahh, ummm $17 million For a grand total of between $23.8 and $27.2 million from just two opening orders for just one product, the TREO. Following FY 2000 of about $2 million in revenues jumping up to over $20 million would give e.Digital a quadruple digit revenue growth rate. Perhaps the local knucklehead can give an estimate for PSRs of companies that are growing by quadruple digits. Happy Turkey Day to everyone. Mark