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JimWin

05/15/14 7:07 PM

#3747 RE: oracleofalvin #3745

It will be interesting to see what the stock does tomorrow as there were several little nuggets that were positive

1. Activation rate on mobile of 70%
2. 47% of users would buy the service from the trials
3. Given the positive feedback, there will likely be a rollout on Huawei's Honor series..which they are targeting 20 million phones for this yr
4. Imminent rollout with a major operator for their service on mobile as well as TV
5. Confidence to give a $3 million target in revenue by the end of the year

On the flip side, I'm sure revenue was below most persons' expectations; the cable business looks dead.