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11/21/17 10:40 AM

#41556 RE: researcher59 #41554

Yeah I didn't hear anything on ESIO's CC that sounded cautious. Because they said we're gonna have 2 unbelievably blockbuster quarters coming up...then things might drop back to just great. THAT is cautious??

These guys seem like a fairly conservative bunch. I mean look at the monster quarter & guidance they just posted. If you go back 3 months ago to the CC...they were expecting a pretty sharp seasonal dropoff. Which didn't happen at all.