Ok, here's the model with Q3 results and Q4/YE estimates. As I indicated on the IV board, generally speaking the numbers were real, no gimmicks, but they were a bit light in terms new growth in CSR's as well as improvement in working capital. Neither of these should be a surprise considering the current environment; I just was a wee bit too hopeful.
We need to pickup the speed in BMG sales and keep executing on Unity. I remember when I thought Unity would be finished in Q4 now we are shooting for 2/3rds. We need to get this done so we can keep consolidating the industry. I think one more big round and we will probably reach a point of longer term stability.
- Interactive version: for those with IE and the office plugin
- Non-interactive version: for everyone else
[Rob: Juice, thank you for sharing your model and thoughts on LVLT's prospects each quarter! If anyone else has work they would like to share on companies or technologies in the internet infrastructure space, but not the energy for a blog - let me know and we'll work something out.]
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