Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (10612)	7/16/2003 1:50:28 PM
From: BWAC	Read Replies (2) of 95487

<The Fahnestock analyst astutely observed that the bottom-line boost isn't likely to be as significant as one would think considering that the gross margin boost will be helped, in part, by shifting certain costs from Cost of Goods Sold to R&D. In short, operating margins won't benefit from the reallocation of expenses.> WHAT?! If true, then the gross margin expansion was a complete sham. By the way you should note that Q1 to Q2 sales increased but profit went down. So given that, gross margin could be seen merely returning to Q1 levels. Hardly the great "expansion" headline material.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next