We continue to believe guidance is likely to prove conservative. We maintain our view that estimates are likely to see upward revisions through the year driven by hardware.
With the litigation now behind us, we believe investors will now focus on the fundamentals - particularly around the issues of market size, subscriber growth, and competition.
The questions are whether the market is saturated or just getting started and how competition might affect the industry.
The agreement was that we would consider it.
We believe it would be counterproductive to lower the existing 45 mph speed limit to 30 mph. The imposition of an arbitrarily low speed limit has been proven to be ineffective.
We view this strategy as practical, both from an investment and time-to-market standpoint as re-entering the access market with its own products only would be difficult after exiting.
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