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Message: IMS COTS

IMS / digEcor thoughts

in response to by
posted on Jun 26, 2007 09:08AM

"May 29, 2007 – CALIFORNIA-based IMS has taken the gloves off in the battle for leadership of the handheld IFE market, naming its first ever sales and marketing VP and declaring that his job is to break the present deadlock with digEcor within the next 18 months."

If digEcor were no more by the end of 2008, I think I could live with that - especially if it wasn’t due to IMS.

I’m hoping that this week’s filings and business update will give some indication of unit/sales numbers for the next quarter. If FlyGlobeSpan is saying a triple by the end of July, then those orders must already be in the pipeline and will be included in third quarter sales. e.Digital’s own 2.5M efforts should fall mostly if not all in the 2nd quarter. Although the official numbers won’t be part of the filing, they may still speak to that in some way.

It’s interesting to me that IMS appears so focused on digEcor as the handheld IFE sales leader even though digEcor apparently hasn’t sold much lately. Considering the bulk of digEcor’s sales have been e.Digital-designed product, and that Mezzo and of course e.Digital use e.Digital-designed product, IMS should perhaps be more concerned with e.Digital. Regardless of the outcome of the lawsuit, digEcor is now in the position of having to prove themselves in the IFE market... all over again... without e.Digital this time around.

e.Digital may or may not win the lawsuit, but I think digEcor’s ultimate loss is almost assured since IMS (or Thales, or someone else) will likely eat their lunch because digEcor wasted time and energy suing e.Digital instead of working with them.

You suppose anyone over at digEcor has thought of that?

- Sinkman

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