Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Rich1 who wrote (10449)	1/23/2001 4:53:24 PM
From: Zeev Hed	Read Replies (2) of 30051

I thought they should have done closer to $.34 not $.32. Their QOQ revenues increased nicely at 18%, but earning QOQ is only 10%, indication of deteriorating margins with increased sales, not a bright sign. I am not even talking about all the charges they have taken on for acquisitions and stock options (and we know from the bu$$ that eventually, these numbers are the one that count, and we suffered from a similar effect after the bu$$ announced these "non cash charges"). Hey, If I am wrong, I'll jump back in, but right now, the target of $150 I had is no longer there, I think that we may have a knee jerk rally on these numbers, but I would not even count on that. I'll look back once I see how they handle a retreat to the low $120'. Zeev Zeev

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