RE: Must be getting near mid-2005.
posted on
Apr 02, 2005 08:32AM
I do appreciate the inclusion of the word ``sustained`` in there. THAT I can agree with. But, IF the tie-in between EDIG and the digE can effectively be made (and not confined to us and anagram/acronym freaks) via EDIG PR or others, and IF contracts are announced, I suspect we could get a pop - not necessarily sustained, but a pop. The key is getting down the relationship of EDIG and the digE by the investment community.
Tuesday, the 5th, may just turn out to be a pretty big day. That is:
* IF APS/Wencor makes an announcement in anticipation of their pitch and display (which is reasonable to assume; it`s the intro of the digEsystem, ain`t it?).
* IF the APS/Wencor announcement mentions EDIG (not likely, but possible).
* IF the APS/Wencor announcement mentions the (known) two more adopters of the portable digE (no reason why they shouldn`t, THAT cat is already out of the bag).
* IF APS/Wencor identifies any adopters of the digEsystem (not likely, but possible to bolster marketing).
* IF APS/Wencor does as above, and the adopter(s) is a major carrier (likely that at least one is a major carrier, not likely they`d announce).
* IF the APS/Wencor PR suggests adoption of the digE in venues other than IFE (e.g., cruise lines) - (not too likely, as one would think that a PR relating to an IFE show would focus on IFE).
* IF EDIG issues a PR in concert, reiterating all or portions of the above (highly likely - THAT PR is due).
* IF the EDIG PR/prelim. YE results/forward guidance gives a strong positive view re: the digE-variants (likely).
* If the EDIG PR addresses other platform prospects in a positive way (e.g., Kino, kiosks) - (possible).
* IF the EDIG PR suggests a possible break-even 4th qtr. (possible).
* IF the markets can read, interpret, appreciate, and act on the info (we saw some action yesterday, based on actions of only a very few - congrats OFarmer!).
* IF the emotional factor kicks in (possible). Where`s Sunpoop when I need him? LOL
Sounds ``IFy``! But some of the above is bound to happen, and our PPS will not remain flat IMO (nor will a pop be sustained).
JMHO, and I KNOW these possibilities are real, however likely/unlikely. But possibilities are just and only that.... Beyond that, I KNOW nuttin`!
SGE