Replies to Msg. #738363
.
 Msg. #  Subject Posted by    Board    Date   
45753 Re: $800M Revenue Goal (GBR)
   I will take Nolan's explanation instead. Much bigger upside.
Rakitno   IDCC   01 Aug 2012
12:53 AM
45739 Re: $800M Revenue Goal
   Thanks guys for the further clarification and support.
DND   IDCC   31 Jul 2012
10:24 PM

The above list shows replies to the following message:

Re: $800M Revenue Goal

By: Cdog in IDCC
Tue, 31 Jul 12 9:46 PM
Msg. 45738 of 48237
(This msg. is a reply to 45737 by Rakitno)
Jump to msg. #  

The $800 million recurring revenue goal only assumes 50% market share in 3-5 years. They are saying that by just achieving and maintaining 50% market share, they will get to $800 million as a result of the volume growth over the the next 3-5 years.

The best explanation of this revenue goal was provided by James Nolan at the Cowen conference. He did a great job at this conference and for those who have not heard it, I recommend you listen to it.
http://wsw.com/webcast/cowen7/idcc/

GBR