Question-and-Answer Session
Operator
Thank you, sir. (Operator Instructions).
And for our first question we go to Ralph Schackart with William Blair.
Ralph Schackart - William Blair
Good afternoon, and congrats on another strong quarter. There has been some speculation that Wal-Mart might be putting in a large HD DVD potential order in the market within agent manufacturing. I am just curious, if you could provide some color on this discussion, and additionally do you think that Wal-Mart being the largest they could potentially break the log exam for the format work?
Ramzi Haidamus
Frankly -- this is Ramzi, we don't have the detailed information which you seem to have are often -- and frankly if we did we wouldn't be able to discuss that about any specific purchase license by Wal-Mart.
Ralph Schackart - William Blair
Okay. Thanks, and then as you look out over the next sort of 12 to 18 months, can you size up for the market that if you could please your three biggest opportunities particularly in the licensing and that could really drive the EPS power in your wealth base model.
Kevin Yeaman
Well, I think, well I said consistent with our guidance for the rest of this year, if we can stand that out for the 12 to 18 months timeframe, the biggest growth that we are seeing right now continues to be from the broadcast portion of our licensing revenue and from the BT portion of our licensing revenue.
On the broadcast side, we have seen -- we have being seeing growth that to our belief as being up to. It could be as much as 15% of our licensing revenue next -- this year up from just over 10% last year. So we are seeing very strong growth. And on the PC side obviously we continue to closely watch what the impact of this there will be -- we don't how many roles to report to you at. We'll get our first report this quarter. But early indications are that on the consumer side that the adoption of the Premier Edition has been quite strong and that on the enterprise business side adopting of this in general has been slower than expected, and all of that’s all positive indicators for us.
Ralph Schackart - William Blair
Okay, great. And just sort of a follow up point for Kevin, your second half '07 being lower than your first half of '07, does that incorporate sort of a conservative stance essentially on the PC market with the rollout of Digital?
- To read the full transcript on Seeking Alpha, click here »







