As in any buissiness if as you go through the quaters and do not meet expectaion, goals and or projections, you have to make ajustments in order to continue.There is obvious reason to believe that the projections will not be met and yet we can and should have the best quater ever. Will that be enough to satisfy everyone, I doubt it. That however does not mean the opportunity to achieve the goal of break even or profitability will be realized as soon as anticipated. That is the nature of having technology that is based on usage and or acceptability by the industry.
If that intent is there to use the technology but the timeline or the committment is flexible and subjective. Then forcasts based on that premise are wrong . Revenues of course are realized by actual usage of the technology and all projections, beliefs or expectations will be proportional to the usage.
Should we take stated intent to use technology as an indication into projected use? Let's assume we do not and find we are are able to meet the needs of the industry! Then we have lost that opportunity. If however we have taken into account what the industry tells us they intend to use, wehave that opportunity to fill that need, even if the time gets shuffled.
You are dammned if you not able to provide the needed technology and or support when the industry wants the technology. On the other hand slower than projected use increases the cost and investors get upset and is reflected in share price. Whether we like it or notusage is not determined by us.
The reason of why I remain optimistic is because the economics of using copy management makes sense and generates revenue through less piracy for the Industry as well as the Arists.
That to me is economics 101;
Maybe that view is pie in the sky, but to me at least it makes sense.
