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Message: Order expectations

Order expectations

posted on Jun 29, 2006 07:41AM
If they announce the customer on the last day of June, then that means they could have product delivered by late August, which would fit the summer launch period to which MEZZO has alluded and I think EDIG as well.

My impression is that they already have an order and ‘expected` to deliver product by the end of June. It may well be that production/delivery is behind schedule and therefore won`t be announced until next month. Since there`s so little of June left, that seems a safe bet.

This is based on my understanding that any announcements of order sizes and/or customers would happen only after product was delivered to the customer, not when the order was received... and I`d have to agree with the wisdom of such practice. That would mean they could count it as income at the same time they announce it (assuming no terms are given which I believe to be the case given our financial partner) and that should make it real easy for us to track (eVU) quarterly revenue numbers going forward.

So I think product delivery will occur a bit later than anticipated, but still sooner than you`re anticipating.

- Sinkman

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