SCKT...some data I've collected on my inventory tracking
Potential scanner growth coming using data from last 4 months:
According to the cc call back in February, most of the point of sale system partners indicated to Socket that they would start to advertise and push their systems starting some in March and all of them in April. Here's an interesting bit of info I brought together from the inventory I track at the website that follows Ingram Micro in N.A.
This is the number of 7ci and 7xi units (two most popular units) in stock at the end of the month (I'm going to include backlog in this number if the actual number is 0) and also the number of units expected to be delivered over the next month (I'm using this because distributors like to stock heavily in the first half of the month and let's inventory draw down in the 2nd half). Also, I've found that not all the "expected units" get delivered or sold but the orders they put in for are indicative of what the distributors expect their customers will want for the month.
December: 7ci and 7xi in stock end of Nov = 33 units left. 180 units on order for delivery in December (again both units combined).
January: 7ci and 7xi in stock end of Dec = 10 units left. 368 units on order for deliver in January (again both units combined).
February: 7ci and 7xi in stock end of Jan = (-35, zero in stock, orders backlogged). 508 units on order for delivery in February.
March: 7ci and 7xi in stock end of Feb = (-10). 516 units on order for March.
April: 7ci and 7xi in stock end of March = (-2). 509 units on order for April.
May: The end of the April isn't till Tuesday but the numbers on order for May are already out.
7ci and 7xi in stock close to end of April = (-64). 1525 units on order for May!
The point I'm making is in comparing the desired deliveries in Dec and Jan, then it goes to a new level in Feb, March, April and now a new level is forming in May. Distributors don't put in orders unless their customers are asking for more. I don't get this same type of info from ScanSource and BlueStar but I do know that their sales for each month are increasing sequentially.
