Goo-goo
posted on
Jun 23, 2005 08:33AM
While I love your use of the term, ‘goo-goo`, it could also be that they see their involvement with or margins realized from IFE diminishing as sales of digEplayers decrease due to expected sales of (Linux-based) digEsystems. Even so, if they expect an improvement on the 4.2 million revenue last year and that most of that to come from Kino devices, then either the volumes or margins from that endeavor should be significant. The fact that they`ve been fairly consistent in mentioning the Kino line through the past several communications does seem to indicate that this is practically a done deal - whatever ‘it` is.
As I suggested yesterday, if it`s big like we hope (the kind of big that gets attention in the press and allows people to connect e.Digital with company X and/or a particular industry or marketing shift to a new kind of content delivery system), then the parties involved have certainly been very successful in keeping things quiet - which would be improbable if not impossible). Because of that (and in light of our history), I tend to think this might be something more along the lines of a non-domestic offering or somehow otherwise limited to a very specific market - not something that will garner much general attention.
On the other hand, I can`t ignore the real possibility that this is related to the large asian OEM that we worked with at the last CES. And ‘branded-devices` certainly suggests more than one implentation of our technology in this area. I`m just hope EDIG will deliver on the promise/potential this time around.
- Sinkman