I heard $21mm from HDPlay products, $10mm from HD IP, and $12mm from telecom. I need to check the transcript tomorrow. This is down slightly from the previous estimate of $45 to $47mm given previously for 2013.
They'll do better than that for telecom products. However, it's hard to imagine $21mm on HDPlay products. It's too back loaded.
This is going to be touch and go for 2013. They are way out of whack on accounts receivable versus accounts payable., The patent sales will help but I am not sure they will cover the losses. Combining HW/SW gross margins is not kosher. It hides the real information on profitability of the new ICs...and next quarter's number will certainly be lower.
It really all comes down to how much volume they get from HDPlay orders. Did Ali provide any info on what they will do revenue-wise this quarter?
I haven't a clue what will happen to the stock price. This is really a high wire act.