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Re: None

Thursday, 01/08/2004 8:28:17 PM

Thursday, January 08, 2004 8:28:17 PM

Post# of 93819
Thankfully It does look like some buyers entered the picture during the day or this would have really tanked.

I have to agree, Musical onboard again is sick! No margins on those players to speak of. Maybe I'm wrong but our history with them has been less than stellar.

IFE is probably our big ticket going forward this month into next. When "they" announce more airlines are buying the player, the pps will move up nicely. The margins are very high on the digeplayer and with a big airline on board you can bet the "street" will stand up and notice of actual numbers of units ordered. Precedent has been set with Alaska airlines and I expect to hear of the number of units ordered in a PR from APS or the airlines. There seems to be no clear idea of when the Alaska Air exclusivity ends. Does anyone have an idea of when it ends? I firmly believe that we will get more airlines and that the revenue from those deals will be very good.

I was not far off in my predictions about CES.

"Niz, RP stated news is expected but I will not get my hopes up for any blockbuster PR. We might just see news about F10/fujitsu or DGW branding a edig player etc. but the odds of getting a big PR are low. Just pay attention to the volume and pps going into CES, if it spikes up big time than we are certain to get some decent news.But Edig continues to over promise. I'm waiting this out but will not be blindsided. I think we will be waiting awhile yet for any big news. CES, as the SHM was, will be lackluster IMO. Some really thought the SHM was going to be a real eye opener, it wasn't. The recent Webcast sounded great but was not accompanied by a PR."




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