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gilead23

11/15/08 12:29 PM

#110 RE: iancassel #109

There are some significant positives

Also some questions. SSKILLZ questions about guidance are relevant. I would like to see that number raised. They did say on the CC that best buy sales in October were better than September. That would make sense depending on when they expanded. They now have 8 skus in 1000 stores vs 3 skus in 300 stores.

Definitely a revenue growth opportunity there.

In general though the introduction of the Iphone was probably a big driver in Q3. Q4 has significant expansion at best buy along with the Christmas season both of which should be a boost to numbers. The question is will they be good enough to get some additional sequential growth. I am really not sure on that question.

Either way I think it deserved a significant run Friday and in a decent market we would have gotten it.