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Re: Services (beans)

By: Cactus Flower in ALEA | Recommend this post (0)
Thu, 16 Aug 12 7:35 PM | 116 view(s)
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Msg. 09375 of 54959
(This msg. is a reply to 09374 by DigSpace)

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Of course. And it is possible. Maybe the sales performance turns a corner. At last. And Wave justifies its existence. That's why we are here.

I do feel the need to spend more time waiting and seeing, however, and less speculating. I'm on $34-8m for the year. That'll do for the moment. But if your upside surprise occurs, I'll have to move the bar upwards again.

No point in speculating on the timing of large orders.




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The above is a reply to the following message:
Re: Services (beans)
By: DigSpace
in ALEA
Thu, 16 Aug 12 7:14 PM
Msg. 09374 of 54959

So, IF

one takes 6.9m billings as the base, adds 0.8m (as 400k was previously recorded) for DoD services (has that been billed? it would seem it can't be) and gets goofy and has NWs 32k seats bill (call it 2.5m) then one gets 10.2m billings with no other growth in billings in the SMB sector.

I figure SKS will call anything over 10 "close to b.e."

11m would be a triumph (assuming no other large order other than NWs under the radar activity).

Still would like to see the flood-phantom, that would right the ship assuming all these other things hold. That is not consistent with needing 5m going forward.


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