Good points sun: Goes back to my overall comment though they...

Good points sun:

Goes back to my overall comment though they have a communication problem. You can only derive inconsistent facts from their presos. This is why first qtrly post consulting divertiment is key.

- revenue: they also state 45 sites and average $60-80k per site, so their own numbers are inconsistent

- cash burn: I took 'net' cash burn to be after offseting revenue. If this is the case your figures and mine both give the same conclusion that they need to double revenue to cover cash burn

Main points we can all agree on:
1) plenty of years cash to prove the model
2) one big multi-site deal changes the rules of the game and kicks it out the park

Look fwd to seeing how it plays out