yeah, this is all new revenue we're talking about. the proteus line could double DR's estimates for 2007 revenues if they sold just 23 of them for $1M.....
this is not counting DPDW's core business which already did 100% QoQ.
and not counting electrowave, which is growing very fast, too.
and not counting what mako will add to the bottom line once they are acquired, which is easily in the range of $10M imo....
rough calcs: let's use DR's estimate for 2008 and add just $20M for proteus sales.
47.4M DPDW & Ewave + 10M mako + 20M proteus = 77.4M in 2008 revenues, and this assumes they won't acquire anything else after mako for the entire year (imo this is ridiculous, but let's go with it)...
77.4M X 23% margins. why this figure? i'm guessing margins will be high on proteus due to the nature of the product, and we already know mako's are going to be excellent, so 23% may even be on the low side.
that's 17.8M net profit/70.1M OS = .25 eps X 25 pe ratio...
$6.25 per share...... but imo a 25 pe is silly for such a fast grower. why not a 30 multiple, which would give us $7.50 per share.
all this with no new acquisitions after mako. what are the chances of that?
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