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xZx

01/11/08 7:49 PM

#45934 RE: locustsuc #45933

imo fred was wondering about 2007, but i agree about the 08 numbers, locustsuc.
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xZx

01/11/08 7:57 PM

#45935 RE: locustsuc #45933

locustsuc, i also think DR's numbers for EOY 2008 don't include any premium for upcoming sales of the 4000M LARS, as the recent PR showcasing DPDW's sales to PSS and VE wasn't in the mix at the time they did their calcs. jmho.

http://biz.yahoo.com/prnews/080102/law054.html?.v=101
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mystic krewe

01/11/08 8:44 PM

#45937 RE: locustsuc #45933

We've already had one acquisition in 08 -- Mako, imo. According to the 8K filing, the deal was closed on 1/9/08. Although Mako took up alot of our discussions for the last half of 07, I'd just as soon as look at it as starting 08 with a bang. Granted, Mako anticipation probably accounted for somewhere around a .30 rise in PPS for 07. But, due to the closing date, it's likely that most if not all of Mako will hit our books in Q1 of 08. If that's the case, better to know it now instead of giving people an unreasonable excuse to be disappointed in 07 Q4. Which conversely would mean it should make for a really nice Q1 in 08 (like I said, starting 08 with a bang). So, in addition to the 4000M LARS, and the HDUs, I'm including Mako in our great beginning to 08. What a start!