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Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?


To: Sr K who wrote (13826)2/18/2008 3:59:34 PM
From: Tom Caruthers  Read Replies (1) | Respond to of 14464
 
I don't think it's garbage. I think it's an intriguing observation. If they are taking a tax credit for 2008 of $7.8M, that implies EBIT of $20M or so, and revenue of $100M for 2008 (vs the $63-66M in guidance). That would be very significant. NightOwl is simply reading between the lines, giving us some indication of how badly RMTR management is sandbagging revenue growth.

In other words, if you believe it, then BUY! I'm keeping my expectations with guidance, but would be ecstatic with any upside.

Tom



To: Sr K who wrote (13826)2/18/2008 4:00:04 PM
From: NightOwl  Read Replies (1) | Respond to of 14464
 
And what should I be "thinking" before I posted it that would have identified it as "garbage" unfit for the eyes of Sr K?

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