SCKT.... potential 100-150,000 unit scanner deal in Japan??
That was a real highlight of the cc call. The 3200 scanner "trial order" in partnership with Fujitsu was with a retailer with 50K locations. The CEO said it could be 2-3 scanners per location. He will be going to Japan in the 2nd Q to follow up on it all.
This tells you the potential of tablet based point of sale growth. This is the first inning of a double header and SCKT just showed they can be net income positive already. Wait till things really start to roll.
Their Somo and OEM departments will grow sequentially too (just not at the same rate). When added together, though, it should start to make for some nice profits down the line. By the end of 3rd Q, I expect some great things to be happening.
On April 2nd I posted my estimates of "That makes it $2.65M in scanner sales + $300K OEM + $1.3M Somo= $4.25M for sure with upside potential. The CFO told me they need $4.3M to be net income positive." They did $2.4M in scanner, $500K in OEM, and $1.4M in Somo and net income positive. I was off a little but pretty close. I will give my estimates for 2nd Q going forward.
