As the 10K showed my guess on the revenue estimate miss was incorrect as it was not made up for in the Deferred Revenue (Income) line. Looks like they were just overly optimistic w/the estimate. I am hoping they learn from the mistake and temper the estimates in the future; UPOD (Under Promise - Over Deliver) is my preference.
I agree w/you that the company should revise it's estimates using current sales trends. Even though many would think of a reduction as a bad thing and potentially hype it to bash the stock it would show that management is aware of it's previous over estimation and is willing to correct it.
I am pleased with the revenue growth of the company and it's balance sheet remains acceptable (IMO). Considering it's extremely low share count and market cap I think it has great potential going forward. I have built a decent size position here and will continue to add on weakness.
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