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Re: curlews post# 164937

Friday, 01/23/2015 5:23:29 PM

Friday, January 23, 2015 5:23:29 PM

Post# of 173792
Curlews...Perhaps "peak" isn't the right word. I should of said "accelerates the most". For the most part, the POS industry ramps up the most in the 1/2 half of the year.

ex. In 4th Q 2013, scanners + accessories did $2.5M or so. In 1rst Q 2014, scanners + accessories jumped to $2.9M. The big jump then happened in 2Q when they jumped to $3.73M. This is just the way the industry works. 2nd Q is a big deal. In comparison, 3Q still grew, but only up to $3.9M. It would be nice if 4th Q stayed flat even with Apple and the holidays.

My point in mentioning it all is that 4th Q numbers for 2014 are important at some level, but where 1rst Q jumps to and then 2nd Q on top of that is what's really important and will be the driver of this stock in 2015. It will tell us all where the stock price can go and give us hints about 2016 also. Eventually this industry should leap forward in sales and it will be important to see that showing up in Socket's numbers also.


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