Dorkheimer on again with another question on guidance. Is a significant portion of the $90-$110 in revenue based on non-Sammy customers entering the market?
I think PANL answered "no", but it was difficult to hear.
$90-$110M in revenue, less $60-$64M in op expense results in $30-$50M in op income, or approximately $0.66 - $1.11 in EPS, I think. Adjustments for interest income/expense and taxes should be minimal if it's similar to 2011.
Careful, these are just my back of the envelope calcs...