RE: Near future
posted on
Mar 13, 2005 09:28AM
Virtually everything stated here NOT having to do with IFE is based almost purely on statements by EDIG (that is, if you exclude posts of articles re: nanotech, cell phones, etc., etc., which inherently - due to their being posted here - imply some direct connection to EDIG, which per nearly all indications is NOT the case. Not that there`s anything wrong with that as long as the reader understands that there most likely is no DIRECT connection at all.).
IFE speculation is based on some pretty good DD and the words of Boyer. I see others may be in agreement with my speculation that one of the embedded digE adoptors is Alaska Air. That thought is based purely on logic. Delta? Wencor contact by B-Lunist, Delta cover sighting by Sunpoop, their lack of announcing anything else in the way of new IFE - not a huge leap to that conclusion. The third adoptor? Most are keeping their hopes in check it appears. Think small and hope for better.
The numbers associated with embedded IFE? Pure speculation, both in regard to size of orders and revenues/profits to EDIG. Will a biggie (e.g., Delta) go balls out or limp in? Could go either way....but there are compelling reasons for them to go balls out, less so for limping in IMO.
One last thought for all: please consider your audience before screaming ``hypster``. We all have hopes for good things to happen, and that`s exactly why we`re invested here and why we visit this forum. It`s what it`s all about! Expressing a positive attitude and some reasonably high hopes is not hyping. Suggesting a near term PPS of $100/share would be hyping, and that`s where that word ``reasonably`` comes in.
JMHO,
SGE