RE: Pretty BOLD statement Atul...DaBoss/jhawk
posted on
Jun 29, 2005 03:47PM
We KNOW they have been attempting to sell the KINO platform for quite some time -- enough time to actually have a test and a deal. Even for production and delivery late this year or early next year. Today, it is just speculation with no KNOWN non-Wencor related deals. That can change quickly based on Atul`s statements. We should know more just prior to the ASM. Plus, a confirmed announcement would take a few hard questions off the ASM table. Amazing what a little success will bring.
Again, I cannot imagine why management would pick early Aug -- after delays and in the teeth of summer -- WITHOUT a deal in their pocket....but I know squat (well, technically, I actually knew squat`s sister, but just once B4 Ms. JHawk came along).
It would not hurt my feelings to see a big number posted in the ``cash on hand`` line item when the fiscal 1Q06 reports. While a deposit can, under certain circumstances, be taken back. From my experience, it is rare and large deposits = larger revenues later in that Q or the next. IMO, that financial line item is very telling.
John