RE: Wencor?
posted on
Sep 21, 2005 12:27PM
Protect the IP and focus on projects that produce not unlike the digEplayer and ``beyond`` IFE endeavors.
Hmmm...I guess that means EDIG and Wencor need to sell something.
I`m still not holding my breath for a blockbuster announcment from this show. I`d love to be wrong, but I just don`t see it.
Why?
* Wencor has no interest in promoting EDIG
* Wencor has already stated at least two more airlines to be announced, will they be large carriers? History says ``not likely.`` Plus, Brent Wood made that statement over three weeks ago. Already in the pps? Already in the $1.6M revs? Niether known.
* EDIG has ststed that other, non-IFE, projects and sales are to be the focus in fiscal 2006. Where`s the beef?
* The digEsystem is a long term and unproven product. The digEplayer is now and is proven. Both good things, but where will the additional $4M come from to push 2006 revs past 2005 revs as EDIG has announced?
I believe the biz update with Q guidence will be the ticket to information, not WAEA, IMO.
Not worth the price paid, but the speculation should get pretty deep ``soon.``
John