My guess is semantics and fear-borne conservatism. Semantics meaning that the new arrangement with Amazon DSPs means that each DSP entity may be able to decide separately (I don’t know) whether or not to use Pandologic and they are technically separate entities. They were very specific on the call calling Amazon that “particular entity”. I don’t know any of the details but this will be one of my many questions for them. They also pointed out something on the call about the timing of invoicing due to their Oracle ERP conversion. This might mean even more cash coming in in the fourth quarter. I will be asking about anything shareable there as well. Remember that I do not believe the Pandologic postings showed up until September and I think even more of them showed up in October. This means that the third quarter had very little Amazon or Amazon DSP revenue. The whole thing is strange.
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