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  • What Will It Take for Finisar to Reach the High End of Revenue Guidance? [View article]
    Hey Andrew, It would be more useful to see the absolute growth in T/10G $ to figure out how much heavy lifting is required to get it done. The base is now larger so comparing the current 45% to an early % increase off a small number can be misleading.

    When I build models for software companies I always look closely at absolute dollar changes QoQ and YoY as a key. My experience is that companies have a fairly sticky capacity to generate incremental revenue.

    Kris
    Jul 20 14:37 pm |Rating: 0 0 |Link to Comment
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