I don`t see this quarter`s numbers representing the dramatic growth in IFE.
The majority of the announced airlines, imo, will be ramping up in 2005.
From announcement to deal done seems to take the better part of a year. Alaska, the first to order, seemed to not show up until last quarter in terms of reportable revenues.
This next year should show continued strength based on announced orders and guarantee continued revenue growth throughout the coming year.
Now, if we have embedded systems gain traction and this new Asian CES development announced some deals and you have the makings for a PPS reaction to the growth in new business, in a market condusive for investment in successful story stocks.