GREY:CKNBF - Post by User
Post by
sablesavoyon Aug 18, 2008 7:37pm
171 Views
Post# 15392680
Try this
Try thiscount number of design wins, customer announcements and press releases for each Quarter. Add them up and then compare with each Quarter's revenue (+growth/ -decrease ) and recurring revenue (+growth /- decrease) . Then, being a reasonable and fair minded person you allow for a lag between announcements and contribution to revenue results. Choose 3 , 6, 9 ,12, 15, 18, 24, and 36 month time lags. and what do you get mostly negative results.
Then you ask yourself: has any one at Certicom analyzed this apparent disconnect between announcements, performance and results. Or the corresponding disconnect between bonus, stock options and results?
Of course, you immediately realize that this kind of analysis would require use of a spread sheet and hence must be too simplistic for the sophisticated business model certicom management must?????? use. Right???
So another question for the AGM: will Certiocm be profitable this Quarter, year, decade, century, millennium or what.
Answer from management might be : What!!!!!!!.
Hey! got to have a sense of humor to deal with ultra shareholder friendly, responsive and accountable Board and management.
On a serious note: any one know who will replace Crotty and Ryan??????
PS be warned my opinions are based strictly on perceptions and not foundation of fact. Hence they are not irrefuttable. in fact, any one who holds contrary views is encouraged to challenge the above. Would be only too happy for management to prove ( yes prove NOT merely state) that the past does not represent the present or the future.