Great post from CNBC poster.
>> INSP, Guidance, and 2002 Very Bullish
By: narcomania Number 1988 of 1994
2/7/2001 5:08:07 PM
Hello all, been playing the numbers game again, but this time for 2002, since INSP is going to highlight guidance for that year as well on monday. I WAS SURE (as i reported before) that profitability would be seen this year, but here is where the money starts to be made. According to my projections, 2002 guidance will be VERY ROBUST everyone, you can expect revenues at or around 500,000,000 (Check me on that after 2002 guidance release on monday) And YEARLY eps for 2002 between 20-30 cents a share (maybe more) I think that the scenario Eastmoney and I have been pointing out may be coming to fruition. If Guidance going into 2002 is as healthy as I think it will be, the stocks intrinsic value is already at $20 a share, and this baby will move up aggresively over the next few weeks, 2002 is going to be a BIG year for the economy and WIRELESS YUM YUM:) ALSO, Its very interesting that last week a bunch of GNETers sold around 2 million shares (stock falls), THEN Naveen Fires 250 of them and reports readjustd guidance (stock falls) AND THEN, comes right back with IMPROOVED GUIDANCE AND 2001 PROFITABILITY!! (STOCK SURGES) GNETers have no Shares, Dont have a job, and SHOULD NEVER HAVE SOLD OUT. I think Naveen wanted them out of their anyway, hes picking GNETs core broadband applications dry, deemphasizing the consumer side (bye bye deadwood jobs) and now we are headed towards MAJOR growth and MAJOR profitability. STRONG BUY AGGRESIVE on this one everybody, I am going to give you ONE HELLOFA Forecast after guidance on monday, and Im already making adjustments to my financial models going forward. One further issue to resolve, it seems that I was also right about the book value problem. NO COMPANY WITH ANY REVENUE AT ALL trades below book value for long, I think the float was probably halfed today, and I can see $7.00 possibly by friday, so Hold Out all, we may give a bit back tommorow, but thats no worry at all. I need to be studying for the LSAT, so I will hold out on any detailed analysis till monday after the guidance call, but Ill be around. GOOD DAY TO ALL |
