DSO Analysis

[dietberd]

I just want to add one point on the DSO debate: high DSO are not at all problematic if the Company has a strong track record of minimal bad debt expense. That to me is really the key point here - NQ has had several billing cycles with its partners and the bad debt resulting from those was minimal, so therefore I do not see an issue with the DSO because an earnings restatement would only be required if ultimately your customers do not pay you, but there is multi-year evidence that this is not the case.

So even the concern on restatement is unwarranted, in my view.