Sorry Red, didnt spot it, sitting here with a stinking cold,...

Sorry Red, didnt spot it, sitting here with a stinking cold, worse than a New Zealand red hangover...brain mis firing.

Noticed that the market was typically underwhelmed by the ANN - how surprising!

Intel on board, microsoft on board, multiple business verticals.......i dont believe any ANN will have a significant impact, i am more certain that when the next set of financials are out - that will be the litmus test.

Made this point previously,

last financials - revenue up 600% (this is surely irrelevant as was from a very low base)
If the next 1/4 shows revenue up by 50% or more, then we know there is something happening. Even if EBIT is static, its showing growth.

These small 'wins' do indeed add up. If a AT&T / Direct TV ANN were to come out, then there would be a spike i am sure, but not likely to be sustainable without revenue figures.