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06/08/07 10:09 AM

#146091 RE: Chowder #146034

1-2-4-8 in 2007?......

Chowder, I am not sure that the ESC dime would get us to your 3-4 million in Q2.

Looks like SKS spoke of 1 million ETS-Lite/month. That should be 1.5 million/quarter. Upgrades and FDE yet to be factored in and those should ramp up in 2nd half of 07.

I think $1 million in Q1. $2 mil in Q2. $4 mil in Q3 and 7-8 million in Q4 would really lay a nice foundation for 2008.

"Sustainable growth" may be our buzzword in the near future. Wave will need to handle the customer service and start-up issues that come along with enterprise upgrades/FDE. That is why I keep an eye on the burn rate. I am hoping for a nice steady increase in burn in 2007. (as we have been seeing)


Regards, Tom.