Imo it's a safe bet your net billings are low. I will second guess you...you will say better to err on the conservative side...lol! Perhaps, but here are the numbers I see.
If we take $5.2m q3 net billings as a baseline, add the $1.9m automaker billing= $7.1m.
But then add for the DoD contract billing almost $300k/q (8-k'ed in Oct. so there shouldn't have been a q3 billing), increased Dell TPM volumes @ $.90 (Dell enterprise PC volumes beginning to recover from the recession), increased SED volumes @ $7.50 (SED order rate gaining traction) and finally a modest increase in the non-automaker enterprise billings. That's all got to add at least $.5m (if not closer to $1.0m) to the q3 $5.2m baseline above.
Btw, Dell enterprise PC volumes are expected to continue to recover through all of 2010. This alone will result in some increase in net billings q on q going forward, a nice little bonus of Wave having to suffer through the recession!