xilinx_altera

I'm not 100% sure of the logic but I'll take a stab. Typically the management case is more optimisitc and has more aggressive growth assumptions than the base case. As the company grows quickly it may be harder to collect A/R or they may extend more favorable payment terms to capture additional business. I'm not sure if that's what they have in mind but it's just a guess. I'm more in your camp.