Hey wampuscat. Good to hear from you. I'll do the best I can to answer your questions but I'm pretty tired right now.
1. Did you receive any information regarding gross margins of the various Airbee products?
ANSWER: I've asked that question before and they said it was "previledged information" that is too sensitive to be shared with the general public for competitive reasons. They did say that most software companies have very high margins built into thier products.
2. Was there a 2006 fiscal year revenue target mentioned?
ANSWER: I believe they said $5 million, but I was writing things down very fast and I could be mistaken. (Heck, some of my notes are so bad that I can't even read some of my own handwriting. lol)
3. How many people were in attendance?
ANSWER: A total of 12 people were in attendance.
4. Were there any questions regarding our competition, and how we are stacking up?
ANSWER: Yes. It was my understanding that our competitors are not as talented or skilled as our engineers. Nor do they have the ability to scale up or down their staff to accomodate a multitude of projects. Many of the big boys are talking with us because they know we can deliver for their customers without jeoperdizing quality and service - which is EVERYTHING when it comes to software. Additionally, it was my impression that no one has positioned themselves with the big semi's and chipmakers like we have. Fundamentally, we are in a very strong position within the ZigBee Alliance. Everyone knows who we are because we've been around for 4 years and have stood the test of time. Having License Agreements with Texas Instruments, Inifineon, Jennic, Radiocraft, etc, also helps to bolster our reputation as THE premier software company for ZigBee.
One last comment...it was announced at the SH meeting that a "very large european company" (probably one of our Licensees) will be deploying a 50,000 node project in the next 3 - 4 months. This should make some BIG HEADLINES because no one has deployed anything close to that. I personally think that will open the flood gates to multiple projects that will be similar in size and our sales will go through the roof - providing it is successful of course. Stay tuned!!!
abew4me
Disclaimer: All comments are just my opinion and should NOT be considered as factual.
