Cash alone from operations in Q3 paid for Northwest Logic | RMBS Message Board Posts

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Msg  788596 of 789217  at  11/12/2019 12:55:58 PM  by

valuationguy


 In response to msg 788595 by  twobytebus
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Re: Cash alone from operations in Q3 paid for Northwest Logic

 Synergy is a gobbledegook word...and should be entire discounted if you can't reduce it to financial terms.....either through reduction in costs (i.e. overhead and marketing) or increase growth in top line.
 
While I understand what you are trying to say....that the combined entity should boost the sales growth of the controller and PHY area....I'm...as you know...much more conservative than you  (especially as we are talking Rambus management here....whose historical track record of sales predictions...to put it mildly...SUCKS)...so I'm not willing to put even MORE incremental "synergy" into the high growth rate seen last quarter.
 
If we get it....great....but I'm NOT going to bake that in on top of a already aggressive 15% increase in Northwest Logic's operating margin. 
 
VG 


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