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Message: Here we go again

Here we go again

posted on Dec 22, 2005 12:42PM
I`ve certainly been fooled before. We all have. Until we see some concrete orders and significant results, there`s no point getting overly excited about anything. The PPS has a long way to go before I`ll be satisfied (much further than emit`s wussy little 15 cents). I think it could be well into the next year or longer before that happens; assuming they`re even successful.

phoenix7 is right - this isn`t really that different a situation than we had last year about this time with the Kino. Now as then, it`s all potential until they show us some proof.

All of that being said, this time smells a little different.

They`ve had basically all year to lay the groundwork for this one. We`ve had very little information to work from but what we`ve gotten, if true, suggests they may have taken everything they`ve learned in the past, and finally developed something that they can manage themselves and (more importantly) find a market for. Unless they`re blowing smoke, this initiative has the markings of something that has been planned and thought through. They seem to have several important bases covered: control of their own product/sales, financial backing, income from sales OR leasing, and on-going revenue from content rental and/or loading.

As I suggested in my post earlier this morning, it should be VERY interesting to see this one play out. It`s got to be their best, most full-featured product to date - and I think the business plan behind it is likely better than anything they`ve ever embarked upon before - the result of years of experience and learning things the hard way. IF they`ve been paying attention and have learned to adapt, they may very well become successful. They`ve already survived this long - now we`ll see if they can produce.

I think someone suggested earlier that their ‘presence` at CES could be in the form of a launch of our product by a partner or branding entity. I wouldn`t bet on that but it remains for now a distinct possibility. If so, we could be very close to learning a lot more as well as be in for some exciting times again. We`re certainly due for some.

Again, good luck everyone. Let`s keep the bickering to a minimum and hopefully we can yet win this thing.

- Sinkman

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