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Zen_Audio

02/13/07 12:00 AM

#4243 RE: Increasecometh #4242

Just an opinion on what I've been able to piece together from posts and such. According to Walrus and GLL. The Q4 numbers are an improvement over Q3, but not going to overly impress anyone.
GLL has suggested that homeland security is going well. That could translate maybe into some good Q1 numbers. The Wyndham deal to roll out to all their properties didn't really give a time line, and I don't have a feel for any timing on that revenue.
There hasn't been much noise on the EDS front either.
So with Q4 revenue not being a big positive, what is going to be needed is guidance for Q1 and Q2 when the previous Q4 revenues are disclosed. That is what investors will be listening for. Any ommissions there, or avoidance of questions on those subjects I would think will be viewed negatively.
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siriusadult

02/13/07 12:08 AM

#4244 RE: Increasecometh #4242

I think you hit something on the head! hahahahha
What else is there to say? We are all quietly monitoring the dailys', and waiting for what we have been told is coming--a CC call, with a blend of news and a touch of guidance---as opposed to a handful of guidance--and the next thing will be earnings. Nothin' to talk about re: THAT!


TKO is much more than an internet providers hooker-upper...the providers can use the TKO stuff, and pay for the privilege..I think that would be much more profitable all around...besides...TKO has a subsidiary of its own...MST/Nuvisions--which, BTW is a 4-play (ouhh)which includes inet access. www.telkonet.com read all about it :-D

Now, EDS is gonna makes waves in 2007...not too many in 2006 re: MONEY to the coffers of TKO....it's complicated, but it is a government deal, and everyone knows how slow they are at getting things done. oops, shouldn;t have said that!!!! The reason it was not included in !3 is because they had not yet started the 'we get paid for this' stuff---back then it was still 'in trial'.

We have all warned each other to get their favorite beverage handy, for earnings reporting for Q4---you are gonna have to get drunk so that you don;t remember anything about it...we do not expect 'them numbers' to wear a pretty hat---some, are brave enough to blame it on EDS...and EDS blames it on the govt...so what can ya do...nothin'.

Cash burn is something I personally feel is out of control....way too much for 1 month with so few employees--and not that much overhead--comparativley speaking--to other companies of its size. Maybe they all get liberal expense accounts, so they can take Gertude out for a drink each night--who knows? Read the 10Q's and you can make your own judgement, if you like.

If you want to be considered an investor in TKO these days, you are just gonna have to pretend that 2007 is the year that TKO becomes a profitable company, forgetting the past. The first 2 quarters, we have reasoned from the PR's, will be good ones...and builds from there....