not925 -
July 24, 2001 Amazing top line numbers and guidance...
Quarterly Revenue Trend ($M):
141, 148, 162, 185, 211, 232, 258, 282, 200, 140e
Next quarter's est is $140M ! (if drop by -30% Q/Q),
or was the guidance for $120M ! (if drop by $80M)
Today's press release was not clear if the drop will be -30%, or -$80M:
biz.yahoo.com
Unlike last quarter, this quarter they did not say what EPS will be next Q.
It could be 15 to 17 cents, at best. Lower possibly. I'm sure this will be addressed
in tomorrow's conference call.
Surprisingly, cc guidance is for Q1FY02 revenue of $120M, down 40% sequentially. With guidance for return on sales of mid to high 30's percent range, 35% would give about 13 cents EPS.
Regards, Don |
