SHU what’s the deal?

[admin]

• I wrote to IR previously, they didn't respond
  
• What can they actually say? "we stand by our backlog numbers but lowered our prospective conversion rate" something like that. They already said that. They're not suddenly going to publicize all of their contract wins with the details.
  
• The lower revenue guidance (from $144M in the iPass acquisition presentation last November to $105M-$115M in the Q4CC) is in itself an admission of some sort that they're not going to convert all of their backlog, as is their disclaimer. 
  
• Feel free to ask management yourself and publish the result here, no problem.