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Message: Perspective on Ford License
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An old post might help with our estimates of PTSC's Q EPS resulting from the Ford license. Do you think anything has really changed besides higher overhead? Take a look at all those big companies that bought licenses in 2006/7 and the resulting Q EPS. Remember that the J's were a big disappointment and (as usual) details were never disclosed.

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posted on Jan 11, 08 12:53PM

With my most conservative estimates this can't stay a 50 cent stock for much longer. But I'd sure like to see 10 more (sales) before the end of Q - I'd take 5 more.

Total net Total
License Reporting Q Income Q EPS
Announced Purchaser Q $M $ Earnings Report date
4-Jan-08 Humax Corp Q ends Feb 28
21-Dec-07 Verigy 3Q07 .02
20-Dec-07 JVC Dec-Feb
20-Dec-07 Matsushita (Panasonic)
20-Dec-07 Toshiba
20-Dec-07 NEC Elec Am
10-Dec-07 Alpine elect
7-Dec-07 Lite-on
6-Dec-07 WMS Gaming
3-Dec-07 Daewoo Elect
17-Nov-07 TEAC Corp 2Q07 2.4 0.01 Thursday, January 10, 2008
29-Oct-07 Philips Sept-Nov
3-Oct-07 American Pwr
10-Sep-07 Denso Wave
7-Sep-07 DMP Elec
29-Aug-07 LEGO Group 1Q07 -2 -0.01 Wednesday, October 10, 2007
6-Jul-07 Bull June-Aug
3-May-07 Nokia 4Q06 10 0.03 Tuesday, August 14, 2007
11-Apr-07 Sharp Mar-May
9-Mar-07 SanDisk
20-Feb-07 Funai 3Q06 9.7 0.02 Friday, April 20, 2007
8-Feb-07 NEC Dec-Feb
18-Dec-06 Schneider Elect
11-Dec-06 Lexmark
27-Nov-06 Agilent 2Q06 -1.8 0 Tuesday, January 16, 2007
20-Sep-06 Kenwood Sept-Nov
5-Sep-06 Olympus
HP, Casio, Fujitsu, Sony, Nikon, Seiko Epson, Pentax,
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