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Message: Nov 19th SHM...TAKE NOTE DB
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Oct 05, 2009 11:35AM
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Oct 05, 2009 12:07PM

"settlement # 1 was revealed well ahead of the timeframe most expected."

IMO, EDIG tried to time last years SHM to be after the LG settled. The mtg was 9/17 and LG fell 9/25. This is why I predicted Nov 18th:

  • degEcor ruling in
  • trade show condluded
  • Samsung done between 10/19-10/26
  • Q out 11/15, actual date I suspect 11/13
  • SHM 11/18...OK, 19th...EDIG Thurs...week before Thanksgiving

This time, the timing is such that much is accomplished, and an up beat mtg.


Oct 06, 2009 12:01PM

Oct 06, 2009 12:25PM
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