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Message: Re: Mezzo Scenarios/LL
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Mar 22, 2008 06:05AM
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Mar 22, 2008 08:48AM
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Mar 22, 2008 09:15AM
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Mar 22, 2008 09:35AM
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Mar 22, 2008 11:02AM

Frank, good points.

In fact, lots of good posts on this PR. I read it again and have about the same collective view -- we don't know for certain either way.

I tend to believe all is not lost should Mezzo have moved on. Today, EDIG is solely focused on the IFE market and can do much of the heavy lifting on their own. I don like the relationship as it gives EDIG more "boots on the street" to sell more stuff. The largest drawback might be the financing needed, but EDIG has gotten around this issue in the past by using customer POs as leverage.

I imagine we'll know more as the Aircraft Interiors Show unreils. EDIG has a history of publishing PR just prior to or the first day of a trade event. With what we do know, I would expect a biz update as well.

John

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