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Re: CFBE

By: Cactus Flower in ALEA | Recommend this post (0)
Sun, 20 Jan 13 8:11 PM | 97 view(s)
Boardmark this board | The Trust Matrix 		Msg. 12495 of 54959
(This msg. is a reply to 12494 by tkc)
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Hi tkc,

Sure enough.

The thing that is interesting is that the single funding was adequate.

Like you, I think this suggests material growth in the top line, assuming non-savage cost-cutting.

So I am actually looking forward to the results without a sick feeling for the first time in a long time.

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The above is a reply to the following message:
Re: CFBE
By: tkc in ALEA
Sun, 20 Jan 13 7:12 PM 		Msg. 12494 of 54959

Hi CF. Yes, w/ the caveat that CFBE is variable almost 1 to 1 w/ spending. If Op Ex isn't decreased by the $500K from Q3 as in my scenario then CFBE will be $530K higher ~$11.5M. I know you know that but felt the need to clarify for others that might not. Thx

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