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Message: RE: DigEsystem...trillium...John...Gil

RE: DigEsystem...trilliu...

posted on Mar 18, 2005 05:02PM

Agreed. The airlines will continue to fly even under poor financial conditions -- especially for the legacy carriers since they have the most bagage (pun intended).

However, the IFE biz is a nat`s arse to the potential in the CE biz, IMO. Certainly, I do not know of any done deal in the Kino arena. However, one deal with a major cable / sat company is worth a lot to EDIG longs. IMO, WAY more than one deal with a financially strapped airline.

Of course, I am also WAY biased. I see the CE numbers every day and I have no way to predict IFE numbers. However, I also know that the time lag from deal to dollars is WAY shorter in the CE biz. Of course, we have to have a better marketed mouse trap -- and that will not be EDIG`s call.

I think it is a good thing we can debate which side of EDIG`s biz can be the largest.

One day, not soon, maybe we will see both sides of EDIG grow. At that time, I`ll pay to suck down some good red and discuss. I look forward to it.

John

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