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Re: theory

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 26 Jul 13 9:01 PM | 28 view(s)
Boardmark this board | The Trust Matrix 		Msg. 14235 of 54959
(This msg. is a reply to 14233 by tkc)
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any chance you could point me to the text confirming this. i've looked but not thoroughly and didn't find anything.

i am not optimistic about q2. after q1 i was guessing $30m for the year with a bit of upside. now i'm thinking $26m with a bit of upside in case the second half is a bit stronger than i expect.

i always exclude major orders from my guess because that's just producing a rabbit from a hat.

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The above is a reply to the following message:
Re: theory
By: tkc in ALEA
Fri, 26 Jul 13 8:34 PM 		Msg. 14233 of 54959

I understood, it's the day of the EoQ reported. Wave's accounting construct makes very hard to get clarity and project from. I seem to always forget that Dell's sales for the 3rd month of the Q is never included in A/R. That's now ~$1.5-$2M of cash flow that becomes available in 30 days or so. It's convoluted. I suspect Q 2 will show some rev increase and Op Ex reduction. We'll see soon.

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