Emulex, What Prospects? Message Board

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Technology Stocks : Emulex, What Prospects?

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To: TraderEd who wrote (249)	3/23/2000 7:59:00 PM
From: Ron Kline	Read Replies (1) of 788

I am basing it on past history of earnings: Q399 Positive surprise of $.10 vs Expectation of $.09 (+11%) Q499 Positive surprise of $.20 vs.Expectation of $.15 (+33%) Q100 Positive surprise of $.26 vs. Expectation of $.16(+62%) Q200 Positive surprise of $.17 vs. Expectation of $.14(+21%) and revision of analyst expectation First call Q3 2000 Current mean Revised 2/15 $.18 Previous Mean $.14 No. of Brokers 6 Estimate range $.17/$.18 Announcement date Apr. 20 Year ago EPS $.05 Implied growth rate over comparable quarter 260% Bottom line is Fiber Channel growth is growing very rapidly and EMLX is the only company that offers both host adapters and hubs, two of the largest components of Fiber Channel Solutions. Profit margins keep on rocking upwards. Q399 8% Q499 15% Q100 24% Q200 26% Source: MGFS S&P 1/22/00 Still hold Emulex...Anticipated stratospheric growth for fibre channel market and EMLX's industry leading position offset serious concerns regarding mind numbing valuations/C. Shere-CPA. Price action speaks louder than data and it's up 6000% since 1998. I know that's the past but I stick with the trends. Ron

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