tag:blogger.com,1999:blog-2335748440449035592.post4399563106634611121..comments2007-11-15T16:12:27.850-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-8308212221085600702007-11-15T16:12:00.000-05:002007-11-15T16:12:00.000-05:00Michael good point<BR/>Although I'd say audits are not 'that' expensive esp. on a 150-160M base of revenue. The lawyers on the other hand... (I dont expect litigation to be a 1x quarter issue either) so its an ongoing expense for them for a while. But lets see how it plays out. For those with a speculative bent LDK is a very interesting play anywhere below 45.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-49638464673754884182007-11-15T12:33:00.000-05:002007-11-15T12:33:00.000-05:00The discrepancy between greatly raised guidance in revenue and only incrementally raised for EPS can be attributed to the one time costs associated with two audits and hiring two law firms rather decreasing margins. They are guiding higher despite these costs. This would indicate secure margins and great fundamentals.Michael Shafferhttp://www.blogger.com/profile/13747133752391311223noreply@blogger.com