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Re: cmf post# 30801

Thursday, 02/19/2004 4:33:10 PM

Thursday, February 19, 2004 4:33:10 PM

Post# of 249125
CMF

while I won't dispute your thinking, I have no reason to believe that revenues for Q4 will be that high. The main source of revenue in Q4 would be from Intel (and residual stuff like in prior quarters). Intel starting deploying late in that quarter and at our generous allowance of $1 per board it would be a real stretch. Don't get me wrong - they are or are very close to the point where something should be sold for money. And if there were any good reasons why not (relating to market receptivity) this TPM jaugernaut is rapidly eliminating that excuse. I'd just shift your numbers one quarter. I also agree that small incremental increases doesn't make any sense to me. If so the hockey stick broke.

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