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waltc98

12/18/06 2:51 PM

#2718 RE: siriusadult #2717

Sirius,

I don't think you're going to get guidance before the next 10Q unless they announce GE. However, as I've stated before, if what Ron said about some of the PO's going out end of this month and the things that are occurring with EDS, substations, school(s), yes plural school(s) are reflected in the next report, the pps will begin to move.
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WinOneGipper

12/18/06 3:41 PM

#2720 RE: siriusadult #2717

Sirius... help me understand this substation deal! According to Pickett's release, the hardware potential in North America is $350,000 maximum at MSRP, correct? Maybe $140,000 maximum to the bottom line. I don't think this amount alone is enough to move the stock noticably. Even doubling it globally might not have any effect. Would there be any residual service revenue, maintenance, or installation fees they might charge to boost this deal?