Despite the pullback from the 52-week high of $90, the valuation remains aggressive in our opinion.

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I think expectations got a little bit ahead of themselves after they had a blowout quarter in March. In March they put up 40 percent sequential revenue growth.

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You are guessing a little bit, but you are taking into account how many customers there are, how fast that customer base is growing, how fast is demand, and can they meet that demand. In a sense you have to look at the methodology and whether you agree with the assumptions that the analysts are making.

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