To all
I dont know about the others but the problem with being credited with any knowledge on this one is like going to a sance. Everything we know from the past does not predict the future at all (or at least we hope it doesn't). My cautiousness and to a degree I am sure that goes for most of us - We cannot see how the new plan is working , we are signing contracts but they dont tell us enough about the future annuity revenue streams. The UWS pilot is a game changing opportunity but we cannot predict its outcome as we cannot truly say that the company has taken on anything as large as this yet.
What we do know is the following:
break-even Turnover of around $6m.
we are signing contracts for a long duration of 5 years and above.
We have the UWS pilot planned for first q calendar 2010.
I certainly have built financial models but the reliability requires us to hit certain mixes of new sales , annuity sales and equipment sales. All of these are not easily defined as yet.
I dont know that any of us can be in any first team I think we have just added a bit of colour to the debate and are not fettered by the past. The real first team will emerge in not being as cautious as someone like me when the positive signs come through. My style tends to under call and over perform until a good trend is established. So I think the early analysis of the actual results will be key to finding the team that can give good guidance. Hence why I am still here - To drag my cautiousness towards optimism at the appropriate time.
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