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Non-Tech : OAKLEY- NYSE:OO
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To: Falcon who wrote (817)7/18/1997 12:31:00 PM
From: Trey Yon   of 1383
 
Well Arman,
At least you've got the 'nads to come back to the readers of this thread & apologize. You're earlier & completly baseless comments were taken for what they were worth, about one grain of salt.

When you look at OO's earnings report sequentially in the light of the previous two quarters things look quite positive to me.

Revenues were up $20 mill sequentially $55 mill vs $34.4
Gross Profit Margin as a % returned to 65% up sequentialy from 57% in Q-1 and trending back toward its historic baseline of 69-70%

Operating EPS returned to a healthy 21 cents/sh up from 1 cent in Q-1....

Inventory was pared by $1.7 mill, to $27 mill vs $28.7 mill last qtr. but its still appears to be to high It balloned in Q4-96 from $21.2 mill to $29.5 +39% then down -3% in Q-1, down -6% for Q2-97. At least the direction is right. If you consider Inventory on a qtr vs. Y/A qtr basis it still doesn't look right, revenues are off -12% Q2/Q2 but inventory is UP 25% (LETS HOPE MOST OF THIS IS NEW PRODUCT)
On another negative note, Accounts receivable is up sequentially $4.5 mill +20% to $26.8 from $22.3 mill. ........ Q2 over Q2 its $26.8 vs $28.8 (this is probably seasonal)

Oh well, thats my take on Q-2 until the 10-Q gets filed, I sure wish they'd release the entire Balance sheet.

Looking for a stronger 2nd half,
TY
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