Hi Howie,
As you are likely aware, I cannot post on the Jail board except during Happy Hour ... so this is a rare priv.
I completely agree with your statements surrounding SKS, greed, dementia, and incompetence.
SKiSS seemed to indicate (with a wee dose of Feeney) that the 340k was not a codevelopment scheme as you suggest but licensing revs for an off-the-shelf product.
Certainly the credibility gap with SKiSS is as high a such a gap can be.
I'm willing to roll 5% against a 4x-fold appreciation in a year or so.
I see neither ubiquity nor billions. I see a small important part.
Personally I'm more with the croud on the 'question to ask', which is, how much is Xpress costing, when and where are you going to dump it, where are all those Xpress revs, etc.
But that's just me. Otherwise I think SKiSS was more or less consistent Q to Q for the first time. last Q they had 6k and a hint of ca. 20k deferred. This Q they had 44k, my predictions was 26k. This time they more than hinted at 340 deferred, and I expect to see a similar pattern next Q.
But they've sunk some $30+ million into esspress, and that is getting a bit old 9recalling of course I was a Mega-Xpress-Bull.
Regards,
Dig Space.
The above content is my opinion.