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Message: Re: Okay you number crunchers

Oct 03, 2006 02:37PM

Oct 03, 2006 04:40PM
To back up Dellbrid's post; in that WallStreetReporter interview, Pohl made it pretty clear that Sony would appear in Q1. Doesn't matter that much, as the numbers for YE and Q1 should come out in close proximity. What I'm hoping for is a PR blitz based on the YE report, closely followed by very strong Q1 numbers to back it all up. As for that PPS result discussion, $50M would put us at around 8 cents/share. I think this is already priced in, with a P/E multiple of 10. But what happens to that multiple when the 1Q comes out? That's the big question. Will it stay at 10, or jump to something more realistic based on continued revenue generation from more licensees? And if we get yet another big name licensee or two in 2Q? Will the market recognize that we've only scratched the surface in our licensing effort? Too many provocative questions! I personally believe we deserve a P/E multiple in the 40-50 range. But I KNOW nuttin'! SGE

Oct 03, 2006 04:48PM

Oct 03, 2006 04:51PM
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