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Message: RE: OK so now we`re hoping that the 8lk will contain more detail than the PR

RE: OK so now we`re hoping that the 8lk will contain more detail than the PR

posted on Jun 08, 2005 11:52AM
SOF?...whazza?

Well alot of clamoring about the 8K coming. I don`t see any volume/blocks hinting either way. Nothing in the bid/ask action to lead me to believe anyone`s doing anything but just sitting and waiting.

Took 20K off the table just as a defensive move.

We never did get any numbers on the TPL/Intel licensing, did we?, I think there was a hint that the $ amount wasn`t that much....anyone have the specifics?

I do remember someone commenting that Moore was never one about money, and I remember listening to Moores presentation in 2004 at the SVFIG about wanting to have rather seen the issue stay on a shelf....So with that, perhaps the existing licensing revenues and those going forward will be somewhat dissappointing to our expectations...Thoughts?

maybe PTSC went ahead with thier VP of Product Development/marketing guy becasue they believe they`ll need to sell the hell out of the Ignite and other technology to gain real revs...?

Discuss?

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