Intrinsyc Software International Inc ISYRF

RE:How can SOM bring profit to ICS?

[Orillia7]

I think you are right that StreamTV can go to other Qualcomm licensed companies and have them build their SOM.  However, we know that Intrinsyc has customers purchasing SOMs because they aleady announced a 10K piece order.  Was that for Stream?  if so, it's small volume considering the potential.   i seem to remember hearing or reading that SOMs were $150 - $225 range based on volume.  You can go to the store and see the price for small volumes.  So the question is how many customers can they get.  If it is only 5 customers at even 10K units a year then they will double revenue.  So I think people are putting the pieces together, doing the math, and purchasing shares.  I know I did.  I'm trying to figure out what to do next.  I've asked for anyone to tell me what the downside of thier new business with Qualcomm is and I haven't heard any strong arguments as to why they won't suceed.