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Für unsere Rechenkünsteler Kas aus dem RB hat da den grössten Durchblick: IMO, no one on this RB SPAZ Board `knows` about the DVDP rev/unit because of the sliding scale that makes it a `calculus` problem. AAPL rev/unit has some reasonably certain mathematical facts (e.g. AAPL 38% of SPAZ rev thru first nine-months of 2000 by comparing QTR to QTR, YR to YR `major customer` info from SEC filings), but DVDPs are a whole different story. Here`s a correlation..... DVDPs in US first nine-months of 2000 = 5.1MM DVDPs in last three-months = 3.4MM, or 66.66% of first nine-months total. SPAZ non-AAPL rev in first nine months of 2000 = $1.03MM So, 66.66% of 1.03MM = $686K.... OR, CEMA stats say 2.39MM shipped in QTR3 compared to 3.4MM in QTR4 which is a 42% increase QTR-to-QTR. SPAZ non-AAPL rev in QTR3 = $401K, so increase that by 42% = $569K.... Those correlations might work if a `fixed rev/unit` rate existed all year and if all non-AAPL rev was DVDP rev from Toshiba and C-Cube (and any other DVDP OEMs paying directly to SPAZ). Problems: any Matsushita (MEC/Panasonic non-DVD) rev in any of the first nine-months? Any others? Will there be some in QTR4? --- What about QTR4 worldwide DVDPs with SPAZ? What about the earlier QTRs? Probably increasing percentage similar to CEMA stats in QTR4 as compared to previous QTRs, might even be increasing at faster rate than CEMA`s US stats. --- Is VMLabs contract separate from current DVDP OEM contracts which means no NUON DVDPs have been counted yet in revs. And will VMLabs rev for NUON DVDPs show up in QTR4 at higher initial rate? In other words, is VMLabs contract like ones with Toshiba and C-Cube? What are volume milestones involved? --- SPAZ CEO says first VMLabs rev to show up in QTR4. What part of the 3.4MM DVDPs in CEMA`s stats are NUON-DVDPs. Samsung`s Extiva NUON-enhanced DVD-playing device listed as most popular on CNET among DVDPs most of Xmas season. Toshiba shipped its SD-2300 with NUON/SPAZ N-2-2 in QTR4. Samsung`s Extiva appeared in QTR3 and ramped up thereafter. Etc, etc, etc.... So nothing is easy. From a math point of view, the longer sliding scale contracts produce, then over time the average rev/unit approaches the base-level. However in any given QTR it depends on the mix of contracts. Indeed, nothing is easy. --- KAS eom. http://www.ragingbull.altavista.com/mboard/boards.cgi?board=… |
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| aus der Diskussion: | SPAZ- Wie geht es weiter? |
| Autor (Datum des Eintrages): | karo1 (30.01.01 22:43:07) |
| Beitrag: | 69 von 293 (ID:2806610) |
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