H "Its been 10 months since the last revenue model update and...

H "Its been 10 months since the last revenue model update and lots of deals have come through in the meantime"

and we have to remind ourselves the revenue model was ONLY based on the 12 early adoptor companies at that time, since then many more have come onboard......the unknown quantity though for now is how many will be factored into the next 3 yr bookbuild....most of the initial 12 I would think as we're looking up to 2011. The forecast for Ground Transport was very minimal, Visteon alone will blow that sector way above the previous forecast.....I hope the next model isn't so conservative.
Cheers
G