i'm guessing we'll see more upside surprises for Q3... my impression is that electrowave is experiencing some major growth right now, and as we all know, the core business grew 100% QoQ. that's just huge. given where it sits seasonally, i think if anything we'll be busier overall than in Q2. just a guess.
but on the subject of mako, here's my hunch: i think once they become a subsidiary of DPDW their 6.46M in earnings from 2006 will be blown away. the core manufacturing business can probably feed them a steady stream of rental equipment and this should boost their revenues substantially. what deep down gets in return from mako are really fat margins. i've been using 21% net margins for earnings that include mako, but if they really push a lot of their total sales through them i think the margins for the whole could exceed that.
when might we see mako reflected in a Q? not exactly sure, but if they close the deal in a reasonable time frame i'd guess we'd see all-inclusive numbers by the next K.
EOY should be quite a happy time around here. and we've got plenty to look forward to in the mean time. jmho... :)
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