RE: deployments vs. revenues - Sky56
posted on
Jun 19, 2005 09:44AM
One thing I have come to believe (somewhat to my own dismay) is that if something significant IS happening, EDIG will advise shareholders (as evidenced recently and historically I believe, as well as it being their fiduciary responsibility). Historically, sometimes they got it wrong (their customers didn`t come through as expected), but we were advised of the prospect (perhaps too far in advance, before it was truly and obviously a ``done deal``). I don`t think there are any big ``stealth projects`` at EDIG that they haven`t at least hinted at, and that any such projects that may exist aren`t mature or revenue producing enough to warrant disclosure. So, cynical as it may sound, my take on the overall situatiuon is that if EDIG hasn`t made ``real`` noise about it (a la Order from Wencor), it probably isn`t there, or at least not there yet. Kinda decreases the excitement level for me, but my view has matured over the years....
These things I`m pretty sure about.
SGE