The Black Box

[wahz]

I don't think it will be in the 4q numbers, but I do think they will be announcing orders and it will then show up in the 2nd q numbers at the latest. And these won't be blips...once the rev turn starts, it will be steady, we should probably expect that the stocks will be 50% higher before the rev numbers come out.

I do think they are seeing a pickup in activity now, but it would be prudent to not get excited about the possibility of these guys pulling a RIMM