I wonder if PTSC will leave the Sony numbers out of last quarter to keep the SP down for a while longer for buy back? October would be the big upswing.
I believe standard rules of accounting / reporting would dictate. Our company does not claim any revs unless in the bank. If that holds true for the bean counters at PTSC, then the Sony revs will fall into this Q, IMO, as my guess is PTSC did not have the check when the deal was announced. Of course, this is all a guessing game as we just don`t know the timing of revs.
I hope they report Sony revs later as it will give them a longer period to cut deals and buy back at the discounted pps -- at least IMO the pps is discounted today due to historical Q over Q / Y oveer Y numbers.
John