The Black Box

[mjk]

Yep, they've "stabilized" from 150 to near 200 million the past 4 quarters. I listened to a bit of that conf from yesterday and they said they had lowered this quarter on a sequential basis because the previous quarter had come in much better than expected...and they're being conservative by saying flat to 8% down this quarter...it'd be nice if they could come in at the high end of that.

At least the article mentioned that the stock should be supported here by the fact they have 1.5 billion in cash...3X cash ain't bad.