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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (8287)11/28/2000 9:47:59 AM
From: MikeM54321   of 12823
 
Re: Brain/Brawn - Dycom (sym:DY) Q101 CC Notes

Thread- Another good quarter for this B&B company. They were expected to earn $.38/share but earned $.51/share instead. So they beat estimates by 34%. Which means nothing nowadays. If anything it wouldn't surprise me if stock price trends down now.

ATT comments...majority of projects have continued without interuption. But did get some cancellations. I missed the first 10 minutes of call so I'm guessing they must have mentioned cancellations then. But as far as they know, ATT's three planned projects with DY are still scheduled for the spring. This can change in a single phone call.

I see the backlog has moved up higher than last quarter. And DSO, I believe, have moved up slightly. They kind of gave guidance as being more towards their historic trendline. In other words, it won't be as strong as the last four quarters have been.

FWIW, a fairly typical DY call except for the fact that it's clear the analysts are not getting private background information like they used too. You can tell by the questions asked. -MikeM(From Florida)
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-Yr/yr revenue growth for the quarter was 32.2%
-Internal revenue growth 26.7% organic growth
-Teleco 50.3%, cableco 43.7%, underground 4.2%, electical 1.8%
-Long haul Williams was 10% customer. Mainly P-P work. Some metro
-Backlog $1.277 billion
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