RE: digesystem manufacturing partner/Question? DaBoss
posted on
Sep 17, 2005 10:24AM
``They still have a relationship with Wencor with regards to the digEplayer and if several more airlines are to announce EDIG might get some play from that.``
``Might``?! Eight re-orders, several to be announced, and AMTRAK (though we don`t have a real good idea of when they`ll announce/order, though I strongly suspect their funding will be available 1 Oct). Might?! This is ALL digEplayer, all with direct EDIG involvement. These are all ``unknown quantities`` in a very real sense. Do you think that this ``unknown`` is already priced-in to our PPS?
I don`t think it is, or even could be. I don`t even think the MartinAir 900 are priced in yet, or Max or MyTravel; not until we get a PR from EDIG citing order size(s). Two more airlines to make Brent`s ``18``, plus ``several more``, plus re-orders, plus AMTRAK - none priced in because nobody knows the ``order of magnitude`` (except Brent).
Brent now says they will dedicate $millions to digEsystem development. Do you think all those resources are coming from a different ``pool``, or out of profit from digEplayer sales? Impossible to know....
IMHO, I expect a pop in the next two weeks based purely on digEplayer sales - digEsystem be damned, unless, of course,
Wencor announces continued EDIG involvement, which would IMO just be icing on the cake. And I say it would only be icing because digEsystem is a bigger ``unknown quantity`` than the digEplayer, which is a relatively ``known`` quantity as far as desireability and market dominance. More sales of digEplayers beget more sales....
Based on the above, I ``might`` KNOW nuttin`, or....
SGE