Free
Message: RE: Why PRIME the Manufacturing Pump ? Doni

RE: Why PRIME the Manufacturing Pump ? Doni

posted on May 23, 2005 10:59AM

Responding to PostID 404277 on ``e.Digital`` by doni

``Someones going to test it on a complete system.``

It could be just a someone going to test it but it`s more likely a couple to a few.....One of my first thoughts when hearing this announcement last tuesday was that the $635K represented 1000 units based on apx $600/ unit which we`ve been extimating as a cost basis. This represents a second generation with different and additional technologies but it isn`t clear what if any changes might have been negotiated. At this point, without additional insights it seems reasonable to consider all thing have remained the same. It the manufacturing costs have risen then fewer than 1000 have been ordered. If the negotiations have yeilded smaller margins b/c of the larger potential unit sales then more units may have been ordered. Suffice it to say, that 1000 units + or - represents enoungh players for more than one test. Thats my take on it. This article allays some of the concerns represented by the absense of enthusiasm coming from management regarding the embedded IFE.

Larry

Share
New Message
Please login to post a reply