awk - aren't you basing your numbers primarily off the Seagate relationship, and related timeline? If so, then I would agree with your numbers. However, there are also questions surrounding why enterprise upgrades taken by some of the trial prospects haven't materialized to elevate your Q3 number. I think that it is important that we get information on all fronts from here on out, and not just bank on Seagate's power alone to create revenue.
The Dell, Gateway, Fujitsu hockey stick is what I believe the $1.7 million is being based on ~ so in that regard, PC shipments are progressing, but not at the rate Steven expected there either (i believe), even though PC shipments across the board are hitting record highs this year.
Lots to listen to. Lots to validate. Lots to discuss.