Replies to post #35044 on American Green Inc (ERBB)

[cgibellino]

"2. The f4 fallout is bad for scmi because:
a. the copy-protection industry is going to fold up and go away despite the fact that hundreds of millions of dollars are being lost worldwide."

It may just do that for a while. All the negative press will take some time to turn things around......In the meant time we will now be delayed till sometime late next spring, if we are lucky. Acceptance after so much negative press will take some time and it won't happen overnite. IMO


3. We may hit 145mil copy protected cds sometime in 2007. IMO

[neilbolton]

This is interesting

d. We lost zero business because all the Christmas release business has already been released and on the shelves. The high shopping season has arrived. Re-prints based on demand will occur. Thus the reason why berg has not annouced new stuff.

I understand what you are saying is that there is a pullback (hopefully temporarily) by the labels because of the lawsuits, but it isn't effecting us as bad as it could because the Christmas bump up in sales has already gone through manufacturing. But our revenue is based on the time of manufacturing, not on time of sale.

So much of what is on the shelves would have been produced in late Q3 and early Q4. So our miserable $68K for Q3 includes some of the peak year-end production, which makes that figure far worse than it seems at face value.

Additionally, our bump up for Q4 will be limited to just the manufacture from early Q4 (up to mid November). Late Q4 production is going to be down due to the effects of the lawsuit.

[cgibellino]

Well it looks like number 2 is the prevailing school of thought.

Hope we have a better year coming up cause the last two have been a total sham.....only the FACTS

Best of luck to all



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