Not revs. Billings. Kinda sort of. I just don't have the time or inclination to fully extract.
On the 150-200k units, I just have no feeling that has a reality around it. If we are talking FBCB2, then the TOTAL devices for that entire effort as I read it is 12k units. I don't think that means 120k vehicles. I'm thinking 10k vehicles, and that syncs with the fact that SKS lowballs its value every chance he gets. And yes, I would figure $100 a seat at this volume and novelty. But I'm more in $1-2m not $10-20m (for that, specifically). Maybe SKS is actually doing poker face, that would ultimately explain a lot.
However, a potential example in point ... the Army thing has been PRed, it has been communicated, and on the public posting drive were suppose dot roll feb/mar ... give a little time for billing and so on, and one could see it seeping its way through in this time frame. But that would not be the $10-20m, that would be more like the $1-2m keeping the ATM mostly in the barn.
I don't quarrel with any of the arguments for sunny Augusts, but I cannot point to anything that separates them from an absence of a doughnut hole, it strike me as a 'because they act this way something must be', which, of course, might be true.
Who knows.
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