Sunday, June 13, 2004 1:23:31 PM
I noticed that you said you expect a second major to sign with sunncomm soon. I'm just curious if you walked away from the meeting with that impression based on the argument that there is shorter due dilligance for the second. Or if they hinted that there are more to come.
What gives you the impression that one is coming anytime soon? Do you think that "soon" is this summer? That would mean we could get another major for the x-mas season.
It is also my impression (and I think some others here - like BOBM)that they would announce some big news at or before the meeting. The BMG news is big, but I think the impression is that it was going to be another major signing.
Did you get the impression that they were delayed and that's why you think another major will come soon?
My only worry is that the market ran the stock up think there might be an announcement of a second major and now that it didn't come the stock may sell off a bit. The BMG news may offset that, but I think another major is a bit more of a confirmation of the technology.
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