ZAGG Incorporated (ZAGG)

[rubellite0013]

I kind of fear $.05 earnings also for 3rd Q as a spark for a sell-off also. Similar to last CC when stock went from 52 week high to low $6's. The only significant revenue stream difference from 2nd Q is Radio Shack for last 5 weeks or so of 3rd Q. Best Buy did add some SKUs for Q which could make-up the difference in analysts revenue estimates of about $10.5 million. Also, they sent a large Bestbuy order just before end of second Q to get record revenue for 2nd Q. Every other new revenue stream that I know of isn't factored into this Q as Zagg skins will be in 4th Q and others like Zagg box after that.

I believe that the significant revenue and or earnings expansion will occur starting 4th Q so it will be interesting to see what forward guidance is. I would assume the Merriman Curhan Ford Investor Summit 2009 information to be similar to this upcoming presentation as it occurred only last month:
http://iancassel.com/wp-content/uploads/2009/10/zagg-2009-1010.pdf