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09/10/09 6:02 PM

#181964 RE: xxxxcslewis #181963

xxxx...re upgrade numbers....always appreciate your posts. I also believe that our upgrades for Q3 will be between 15-20k. If we are correct...that would represent a nice q vs q growth. Having said this....the numbers are stil rather anemic given the 3-400 million TPMs that are currently in the marketplace. This mind numbing fact is rather encouraging for it represents an enormous potential of growth going forward. Obviously, over the short term...our upgrade sales are directly linked to sales of SEDs...and that is fine with me for now.

Sincerely,

Jas
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hnstabe

09/10/09 6:41 PM

#181965 RE: xxxxcslewis #181963

xxxxcslewis- we know about July being more than Q2 but what leads you to predict a 19% falloff in August and another 24% falloff in September? That would not be acceptable from where I come from. But I gave up forecasting revenue a while back.
Just a comment.
hnstabe