Secure Point Technologies Inc (fka IMSCQ)

[Buzzlityr]

Ted/Percy et al

Yes McGann pointed to a world-wide near term TAM for ETD of 850M...that does not address the combo market; the EDS+ATTACHED ETD= new market that refreshes old/existing EDS market.

TSA is sitting on some 400-600M for "refresh" of EDS/AIT systems that add an ETD component. This is especially true for passenger baggage and cargo interrogation.

All EDS companies know that offering an ETD unit inside a carryon screening AIT unit would open up an added REFRESH opportunity. AS is now, the operator has to look at a screen and make a call based on software cue's...I firmly believe that TSA wants to idiot proof that point in the scheme of layers. And this where the value of ISC to the buyer is hidden from the view of the market...but an expert could make this case.

Let me go onto a thin limb with this summary:

ISC WILL SELL FOR NORTH OF $450M AND SOUTH OF $750M. BUT UNTIL SOMEONE WITH KNOWLEDGE AND POSSESSING WISDOM, SPEAKS TO THAT NUMBER, THE SP WILL DO NOTHING.