Abh, re CRNT .. in the conf call they said the would be spending more in sales and marketing for next quarter b/c of their new products. They are guiding for $23 million in OPEX in q4. And an analyst on the call stated this $23 mil q4 opex estimate is a substantial increase both sequentially and year over year. But I see OPEX this quarter of $23.6 million ( I am including the R&D, Sales and Marketing, General and Admin, and the Acquisition related - which was one timed out in adjusted earnings). So where is the big increase both CRNT and the analyst mention? Is R&D excluded? That would be a huge increase then. Or am I just misunderstanding the opex line, or misreading or whatever?????
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