It was a while back, and my memory...
*They guided the analysts to 30%+ earnings, one analyst commented that they had always been conservative, and they finally said yes, that was conservative.
*Opening office in Europe (London?) and hiring sales folks, expect big growth there.
*Biggest growth is coming from Intel servers, and expect that to continue. They are one of only two (I think) Intel certified suppliers. This is a very rigourous ongoing process, and is a barrier to entry for other suppliers.
*They have pricing control, component costs are passed through to customers with no problems, for steady GM's.
*Virtually every analyst said "great" or "fantastic" quarter, always a good sign.
*There were a couple of major brokerage analysts, I seem to remember Prudential, but the rest were small boutique houses.
Thats about it for what I remember. They may still have the CC for replay. I bought the stock based on the black and white fundamentals and industry trends, it's great to put a voice behind the numbers, makes you feel more comfortable.
I have a feeling this may be dead money until they can get their revenues high enough to get noticed. Do you have any information I should know about the company?
John |
