Bluefang, ???
He was the one who said revenues in Q4 would be near the breakeven point.
First off, the Q4 is not over yet and the CC and PR was about Q3 revenues, not Q4. Secondly, in this CC he already stated that they expect Q3 and Q4 of 2004 to be the big quarters, so he did address it.
Well, we are shipping. Of course it is too early to tell how we are doing. But c'mon, SKS must have some inkling. I can't believe with his loose and reckless lip in the past, he could not give us some hint. He knows.
He knows, damn right he knows (or at least has a better and better idea each day as the timeline gets nearer). But, he would be pulling a Martha if he let a "hint" out as you say. Not to mention may piss off NSM or Intel or a Wave customer.
The French bank demo, in normal times, would have been enough to buoy us.
Revenues will buoy Wave. The French demo tells us something:
1) Wave has new services we didn't know they had for TCG/eTS
2) Their Finread work is coming to fruition
3) The TCG will, indeed, create a market within the EU, within Finread
4) They are the only ones to have it and continually lead.
I think all of it is good news and never expect to hear anything aside from what's already been PR-ed.
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