working in the industry, sales for PMCS has increased at least 20% to it main clients, over the same period last year
- even if oper. profits. went down (highly unlikely), NI will increase by 10-20%
If your figures are correct, then pmcs will be a teenager in 5 minutes.
I certainly hope you are discussing about 10% to 20% SEQUENTIAL increases and not yearly.
I disagree with your assessment of a major move. In case you hadn't noticed, PMCS is already up 100% in 90 days. The stock is priced for perfection and results had damned well better be perfect or, like vtss, we'll get a 10% haircut with just a "good" quarter. The only way we'll get a MAJOR move is a significant blow out and upside revision. That may be in the works eventually, but my guess is the management will suppress the upside from the massive acceleration in design wins for as long as possible and even then only allow gradual upside revisions to estimates.
Tight float? what on earth are you talking about? Institutional ownership can be extremely dangerous. Last summer when the company got an opportunity to increase R&D to take advantage of new opportunities, your beloved institutions took PMCS from the mid $40's to $30 in a matter of minutes. Individual investors are often better long term shareholders than institutions although that is changing thanks to the day traders. The bottom line, your "tight float" comment is completely wrong.
Bulldozer can be very difficult to deal with if you cross him, no argument about that. However, his objection, like the other response to your post, was to your obscenity laden, mindless hypstering. Do you really think your first post added any value?
Although BD is intolerant of bandwidth wasting drivel, I would argue that an awful lot of people think he adds as much value as some of the best contributors to this thread.
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