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Re: None

Friday, 01/21/2011 11:55:16 PM

Friday, January 21, 2011 11:55:16 PM

Post# of 349977
Well I had a phone call with management today, who sounded very upbeat to me. Next week is the most important week in this companies short history. I asked them again for the upteenth time if 8 million is still projected for year 1, which was yes. I thought the 10Q was as expected and do not get the selloff afterward. My next question to management was since the first quarter is over with right at 500k in revenues, that means they are expecting to generate 7.5 million in the next 3 quarters right? They answer I got was that's correct.

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.