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.