that 4Q13 will face another difficult comp with respect to legacy brands from 4Q12. $10.2M is the number that will have to be replaced by Tritton/Cyborg.
MCZ may very well be looking at another quarter of shrinking total revenue.
The good news is that future comps won't have that uphill climb after the 4th quarter. The inflection point will have been topped and left behind.
Let's just hope that Tritton and Cyborg can keep the growth coming and that Saitek can regroup and start to make a meaningful contribution! (That $1.9M in missing Saitek revenue made a HUGE different in 3rd quarter results!).
IMO, the business is worth $1.20 to $1.80 to the right buyer at this instant in time. That value will rise or fall as MCZ's gross profit changes. With new consoles just over the horizon, and the bluetooth in the works, anything is possible.