September 14, 2012 07:45 pm
I guess nothing to add. My guess is still for 3 more PRs this month, and just 2 weeks to announce them. At least one more content deal, likely from a major studio (i.e., Disney/Pixar, Warner Bros or Paramount type of studio), earnings & CC, and official announcement of 3DGO launch. As well possibly a second content deal and/or licensing deal (#3 China is still a likely candidate in the near term).
Beyond September (once 3DGO launches) we can expect SIO to start promoting the Autodetect aggressively, and with money in the bank can start playing hardball with a few of S2D patent infringers who have yet to license the technology.
Also, once 3DGO is up and running, major players like LG and Samsung will likely become much more serious about signing licensing deals. Vizio is expected to heavily promote their new competitive advantage, and 2D-3D converted home movies won't cut it at that point at LG.
In the meantime, just sit back, relax, and wait for the news. And keep your fingers crossed that eventually LG or Samsung sign the "big deal". Because if/when they do, no amount of 5K iceberg orders at .38 or .40 will stop a quick rise to $1+.