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Friday, January 21, 2011 11:55:16 PM
I thought I was told the forward guidance of 8m for year 1 actually was for the calendar year, but I understand this guidance was for their physical year which started in September. But we're in the second month of Q2, so I don't expect any appreciable revenues from the disruptive technology in Q2. Let's say Digital Clarity/BMC has three more quarters like Q1. They will produce roughly 2m in revenue, that means mgmt is expecting the disruptive technolgy group to produce 6 million in Q3 and Q4 combined!
It sounds like they're loaded for bear next week. I intend to have another call the first of February. Think about it people! Six million in two quarters! I've been here probably for two years, I'm going to give it a couple more quarters. We're just getting started.
** The preceding comments should be considered forward looking statements and should not be taken as any guarantee of future performance.
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