Does anyone see my Q4 to Q1 numbers as unlikely? With an additional 10% added to the I/C bus network, plus 15% price increase would lead to would increase numbers 26.5%.. margins would be the same, as te concessions would grow in tandem with ASP's. Airport bus network has 30% increase in network size, plus ~15% in price increases would lead to roughly 49% in airport rev's and NI. This mix should lead to at least 26% Q/Q growth as the two key revenue streams sould be growing at probably close to 30% weighted average between the two. SWITOW costs may ramp slightly, but not a great deal from the Q4 startup costs, IMO.. Poke holes at will..it seems like this analysis is too simple, but sometimes simple is the best approach.
If it don't make dollaz, it don't make sense. -DJ Quik