Yep, I am aware of that and, like you, still feel that their EPS for 2010 will meet or exceed $2 per share. We certainly have to account for the additional dilution that will come with the share conversion. Given that Q1 is their weakest quarter and they put up $18 million net (non-GAAP), and we are still expecting standard sequential growth plus additional revs from acquisitions, we'll be better than fine. Continued patience and watch it develop, that's the plan.
I wish I had the temperament to "lose" my brokerage account credentials and simply ignore it for 6 months, but that is not my nature. I'll probably just continue to drive myself crazy all the way up to $30 :)
