Thompson Reuters and Hudson Squares Research agrees with you. They both put out reports within one year regarding the innovation in these products and what we all can expect. Not to mention they have Gil Amelio, former CEO of Apple, Inc. and current board member at AT&T.
Most of their efforts in 2010 has been spent on advertising dollars as opposed to selling units so I think the decrease in revenues this year is rightly justified. Hopefully it pays off just the way the Investor presentation shows it will, I believe. Personally, I think the product is perfectly ideal (I think as I read in Reuters) for a Netflix or Blockbuster kiosk for movie trailers or purchasing movies.
As you no doubt know, they've partnered with Kodak to rollout their 3DEO units into their grocery store network. An estimated minimum of $9 million in revenue dollars could be generated, and $21 million in revenue dollars in this network alone.
Important things have happened in 2010 seperate from other years:
They've secured a reputable very known partner for rollout - Kodak
They've secured a widespread partner in which to display - Circle K, Hispanic markets, etc.
They've secured advertising dollars and upcoming revenues - see recent press releases and I expect more very soon
So by looking at the Investor plan, its clear they have a clear goal in mind are starting these large advertising networks.
The typical (not Provision) display unit varies. It could be $100 to $10,000.
