I wasn't even talking about the new product. D&D displays has had a business relationship with Lowe's for I believe 8 yrs.
Why are some so quick to forget the core business here.
From what I've read and seen, ETC hasn't added any value to EXPH at this time. If the stock appreciates due to ETC then there isn't any reason to spin it off but if the perceived value isn't high enough then it should be spun off.
JD stated that ETC could see $100M from one retailer in A YEAR, IMO, many expected to see a contract for $100M, which was never stated.
What I'm more interested in seeing are the numbers through the end of this year from the displays that are going to 1600 Lowe's stores and the 10,000 units going to the company that has yet to be disclosed along with the balance of business from others.
Those numbers will give a truer valuation for EXPH without even taking into account what ETC may or may not do. We will find out about ETC next year. It doesn't matter what the PRO or CON posters believe, it's up to the retailers and the general public. Not one person on this board has done in depth research to know how the product will be received.
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