We've ignored Muse's request for guesses for the December quarter. I don't really get down to these details, it remains just way to cheap on multiples vs growth rates, but I will take a stab on just the first, and probably most important number, terminal adds. I may need to be corrected here but I vaguely recall someone saying that Dec is a strong quarter seasonally for terminal deliveries. Looking back at the quarter last year adds were very high at 2,146 and they said the "bulk" of those were new terminals. (Just looking at Muse's chart even Dec 20 was close to 1200). They did 1600 in the Sept quarter and all talk is still about acceleration. I will see you 1500 units Must and raise it to 1925 terminals. Probably dreaming.
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