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MikeDDKing

02/22/12 11:07 AM

#246 RE: SSKILLZ1 #245

I would bet that we will get updated guidance between now and the third quarter results. They periodically update their guidance and it usually is significantly higher than it was previously.

As to first half vs. second half I'm not sure how much seasonality we will see. In 2009 the first half was stronger than the second half. In 2010 the second half revenue was 25% higher than the first half. I think that was more a factor of new business vs. seasonality. In 2011 the second half revenue was much higher than the first half but that was due largely to new business. So, reading seasonality for INX.V is difficult and is often dwarfed by growth.