Market Gems-Trading Strong Earnings Growth and Momentum Message Board

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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who started this subject	1/30/2001 11:25:08 AM
From: Johnny_Blaze_420	Read Replies (1) of 6445

LMNE earnings today. called two days ago at 6, now 7 1/4. CSFB yesterday put out some notes on several tech stocks, including LMNE...this is paraphrasing, but it basically said the following: -they anticipate LMNE to beat their estimates ($38mil rev/ $0.01 earnings) by showing ($39-41 and 1-2) -expect cc tone to be upbeat -improved manufacturing efficiencies -improved gross -broad based strength in sales, across ALL lines -solid INCREASE in sales to CSCO!!!, MONI, FDRY and EXTR (see last post for comments about EXTR) -integration of all acquisitions to be solid -reiterated buy from gregh20 at mrv thread

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