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To: gilead23 who wrote (77532)8/17/2008 10:15:41 AM
From: GARY P GROBBEL  Read Replies (2) | Respond to of 120416
 
ZAGG....here is some info from the call...you can still listen yourself...and earn pr and other pr's avail:

-they are up to 104 employees

-sales are running 3.5x last year's..they have sold more in 6mo than all of last year

-NO Best But sales were in the 2nd qtr...you will begin to see that IMPACT in this qtr--that's important--3rd qtr should be gonzo...

-first 2 qtrs weakest with 2nd the weakest of the 2...and the second just posted was rev up 250% and their first profit of $174,000...last 2 qtrs coming up are their strongest

-CEO raised guidance on the call from $10m to $13-$15m for year and also stated next year should be 100% over this year...at least that is the goal

-brand recognition picking up..people coming into stores and asking for ZAGG by name...

-biggest overseas growth last qtr was UK, Canada, Mexico, Kong Kong

-implication that 3rd qtr will be stronger again than prior qtr

-Korea and Australia coming on strong

-Carphone distributor in Europe is going to go from 800 stores to 2700 stores

-new 3giphone coming in Sept huge deal for ZAGG...and enormous response to iphone..

-more touchscreen devices coming out and from larger companies now getting into game...good for ZAGG

-talking with more big box companies..pipeline full..Best Buy opened the door and now more to come...

-accessories becoming more of a revenue enhancer now...accessory line up building so they can sell more to one customer than just the covering..

-they are already looking at other industries..mentioned were gaming, medicine and sports but did not want to say anymore about that due to competition...question by yours truly...

-the 'case' mkt is $40B ..he wants $1B and thinks they can get it..can you imagine????

-they are now seeing more sales to 1 customer of the shields...sometimes 2 or 3 to same customer...that plus pickup in accessory sales is maximizing leverage and helping margins, which are fat anyway...

-attn being paid the internal processes so they can grow with company and keep satisfaction at high level..

-they are looking at co marketing with other companies

-Carphone (see PR) adding SKU's for ZAGG

-talking to Walmart about going into stores but have to figure out SKU problem..Walmart wants only 1 for all ZAGG shields...they are already sold at Walmart.com

-they have large database to sell to...right now 250,000 email addresses..

-more accessories coming 4th qtr

That's about it. Hope above is all correct but you can listen to call yourself to make sure...I tried to be accurate...was a long call.