I don't run with the pack. I run to the profit. Sometimes the pack happens to be running along aside me. Sometimes the profit is obvious and staring you right in the face. You just gotta have the balls to take it.
EGMI .20s, .30s, .90s, 1.60s....anything under $3.00 is low lying fruit just waiting to be snatched.
Did you even listen to the conference call? The 2010 .20 guidance is based on ONE deal with only 10% penetration which was described by two executives as "easy to do" and doesn't include any other deals including the recently announced MOU with the Chinese lottery. The +.20 EPS guidance with 40% growth reprents an absolute dismal failure compared to their plans, discussions, and intiatives. If they blow out the behind everything they are trying and basically waste all of their efforts over the next 17 months and accomplish absolutely nothing then they expect to earn +.20 EPS in 2010.