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investorone

06/04/14 5:10 PM

#795 RE: investorone #794

Raw-check his post 792.

DragonKrys

06/04/14 5:19 PM

#806 RE: investorone #794

I believe Rawnoc is making the case that a 15-20% rise in expenses is bullish given the leverage of the business model. This was mentioned in a recent SeekingAlpha article as well. Note, however, that the 15-20% reference in the recent Q is specific to G&A expenses (rent, licenses, travel, office supplies, etc.), not overall operating expenses. G&A was just 123k of the 1.3M expenses last Q. A forecasted increase in salaries, for example, would be a better predictor of revenue growth.