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gejebr3

12/04/08 9:33 AM

#240399 RE: Data_Rox #240397

I'm completely ok with a combined product/licnensing revenue approach to derive the target values Merrit referred to.
sorry can't help solve your question, but I am comfortable in relying on Merrits estimates as to where the company is at/heading regarding rates
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JimLur

12/04/08 9:43 AM

#240401 RE: Data_Rox #240397

Data, "what percentage of 2007 or 2008 revenue is 3G only revenue"

Merritt yesterday said 90-95% of revenues are 3-G.
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gejebr3

12/04/08 9:55 AM

#240403 RE: Data_Rox #240397

re ... as goals

I doubt they would project a likely decline in future rates and still estimate a higher future $/unit then they are now receiving. Seems pretty straighforward to me, the present rate is a little under $2/unit - per Merrit

Here's the link to the presentation if you care to give a listen, the comments I mentioned were maybe 18 or so minutes in to the presentation

http://www.shareholder.com/visitors/event/build2/mediapresentation.cfm?