Free
Message: Re: Quarterly Earnings Question?

Nov 03, 2008 04:32AM

Nov 03, 2008 08:04AM

Re: Quarterly Earnings Question?

posted on Nov 03, 2008 08:09AM


The LG dollars will likely be mixed with the IFE shipments. I beleive there will be two shipments and we will probably not get a breakdown in any way to show what is what.

The other unknown for mean ole unsettled copy cats is the "cost" to EDIG for the cross license agreement. We have no idea if this cross license has merit or not. We do know some license deals cost millions, even tens of millions. Therefore, DM can use this unknown to continue to show nothing a potential deal maker on the other side of table can use against DM's number.

IMO, the cross license may be of little importance to EDIG. Just a clever way to hide the LG amount.

Either way, we are in the

Show Me The Money phase.

Only ~10 days to go. We'll live.

John





Nov 03, 2008 08:19AM
1
Nov 03, 2008 08:38AM
Share
New Message
Please login to post a reply