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Message: RE: digesystem manufacturing partner/Question? DaBoss / SGE

RE: digesystem manufacturing partner/Question? DaBoss / SGE

posted on Sep 17, 2005 03:50PM

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....

Hmmm... yea, a pps pop is certainly possible with some decent sized carries announced. How much? Who knows.

For me, it is far more about the long term prospects with ``other than IFE`` direct sales will make the difference. IFE could do it if adopted by a major player with 20K+ units. I just don`t see it with the airline biz in deep do-do (that`s the Wall Street technical term). Capital expenditures may be capped for the near term as oil prices have put a dent in already tight margins, IMO.

Now, I do think the new MED toy is slick and has potential in EDIG`s announced focus -- not IFE, but other closed-in systems. It just has to get sold. RP has already indicated their direct sales will be the future. He and the gang just need to follow through -- otherwise, what the heck do these do all day?????

still know less than a rock

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