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Message: ASM Possibilities

ASM Possibilities

posted on Jul 29, 2005 10:25AM

Just back from lots-o-planes, trains, and an automobile I lost at ONT for over an hour in 100 degree heat!

So, the ASM is almost here and there are lots of expectations. IMO, don`t look for the world of DAVP to be dropped at the the foot of EDIG`s building. It is an early market with stiff competition. Maybe EDIG is already party to some of the units to be out this Holiday season, maybe not. We can only hope Atul and gang have actually sold something to somebody.

The presentations at the ASM should be telling, but I do not expect much more than ``we look forward to sharing the specifics with sharholders soon`` even if the business is booked. The branding companies are not going to let them state WHO they are working with, but EDIG should be able to tell us they have or have not booked the orders.

Where did the expected $1.6M come from? I doubt it is all Wencor.

Just one more week to walk though the fires of hell. Who knows, maybe we will get a bone with a little meat left on it.

For me, the bottom line is for EDIG to crack the door and land some level of business in this emerging DVAP market -- no more sidelines and splinters in the arse watching someone else capture a market where EDIG was thought to have played, but didn`t.

Heck, let`s just be the Water Boy. At least he is close to the action and gets a tip from the winners. In a large market, we can be fat and happy with just the tip money!

John

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