RE: RE: Article - mentions WIN and MSD Don't shoot the messenger here guys....just posting an article I didn't write. I agree, Skippen is losing credibility with his projections. I'm actually putting a fair amount of weight on the 2012 guidance that he's promised to delivery in a few weeks. I'm hopeful that he has imbedded some considerable growth in the EDTX settlements and this will show 10-20% revenue growth from 2011 to 2012 (even with the slow-down in the VCHIP royalties experienced in Q3 2011 and that will probably continue going forward). I'm also crossing my fingers that he will give us some hard figures on what revenues were booked during those settlements. As far as I'm concerned, if they are booked, then they are material and should be disclosed.
IMHO the market is pricing in VERY bad 2011 results and 2012 guidance that is probably overblown.
Chi.