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Tuesday, 04/10/2007 11:18:32 AM

Tuesday, April 10, 2007 11:18:32 AM

Post# of 250057
Seagate impact in "Couple of months"-SKS


Just listened to the presentation. Around the 26-27 minute mark, SKS says Seagate will be shipping in large quantities in a couple of months. I suppose this puts the impact on Wave's bottom line in the third to fourth quarter, which means the report of the earnings will be in November or February. (Or sooner, if it is really good). We sit in a good spot, as investors, IMO. It should be easy to track the degree of interest in FDE drives, and thus have a good appraisal of the possible impact to Wave.

Probably guarantees another PIPE. Also probably pushes BE from Q 2-3, to Q4-ish, unless unforseen partner sales/upgrades happen.
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