bbotcs...SCKT... I'm going to try and find out today from the CFO how much revenue they had from Japan. I bet it was close to $0. If you take the $4.3M from last quarter, minus off $300K for not having the OEM contract involved with the Somo, minus off $600K for no Japanese revenue, you get $3.4M. I know there was a slow down in scanners in early Sept but I didn't think it was horrible. Sept was definitely the weakest of the 3 months without a doubt though. The numbers I tracked in N.A. were higher, but as I alluded to in my prior post, I'm thinking I may track more accurately now then before and, as such, I don't get the cushion of adding in "unseen revenue" as before. I will talk to the CFO more today for more accurate number breakdown.
The key here is still the same thing as always.....big contracts on top of day-to-day sales as the POS environment takes off. That doesn't mean I think the company is a steal here. It is if the van line inventory sales start to show up and they sign the big Japanese deal with the Yamazaki Baking Co that their partner, Fujitsu, is pursuing. On the other hand, when speculators get burned they usually run and that's what's happening today.