Why the drop?, page-4

Well it’s good to see nobody has any RFX-specific reason. Those make sense to me,and I think It’s not unreasonable of management to have made no more announcements after only 3 weeks - so if that’s what’s driving it down, I guess we just suck it up and look forward to the rebound. 

So moving on - I guess we know now that even if they get a new big order, it’s unlikely they’ll get paid for it this quarter at this point (caveat: I don’t know their actual payment terms, I just assume they’re not 14 days). So their big sales for the quarter are the 70 they’ve announced. To me, that’s not a disaster given the sales included two big Telcos, and anything above that is upside. But do others expect the same panicked reaction we saw when the last 4c was released? Or is $700k-$800k (actually probably more like $1M if they’ve made a few small other sales) receipts viewed as steady progress over $350k?