You don't need to ignore RDX. The reason you back it out is because it allows you to calculate the organic growth. Merging two bagel shops doesn't mean the bagel shop is growing at a 100% clip, especially when it has to be paid for.
It also allows you to compare EK's $160M run rate that we were supposed to have 6 months ago to what they did apples-to-apples.
Speaking of which, I clearly recall baggies telling each other that everything was just 6 months delayed in the run rate because of Azure. Well, here we are 6 months later and the company isn't even half way there...
Now it's VMWare hype. Next AMZN? Then GOOG?
You can't keep burning $1.5M in cash per month.
;-) :-)