Thoughts from Billwilke regarding letter from president,
as posted on Raging Bull. Very good points, IMO.
Re the Pres. letter.
It's encouraging, CQuence is a help to cash flow in these difficult times.
JB are coming SOON, there's that word again. The JB is superior in quality and very competitive in price.
They are still looking for engineering help, this (IMO) is very encouraging since it points to an existing workload/demand.
Product line appears to be increasing. Video coming SOON?
The DAP market is just beginning, projections are high for 2002-2005. The doomsayers that say we have missed the market are not even close. This market has yet to emerge (IMO).
No DAP/JB revenues this quarter, we all pretty much figured that out. Until I see a JB out there by others that rivals the Treo and its clones I won't worry about it. Treo is coming and the next generation Nomad MAYBE by Christmas. We will assume the lead till then and I'll bet we are not going to give up that lead.
The present price sucks, but we all know that.
If you wish to look back to last year and point out all the things that didn't happen, go to it. I prefer to look forward, because IMO that is where it's at.
Sorry for being long winded.
