CMG:
<<So Noams on record. 75 Millions for cash flow breakeven...>>
Well that's close to what he stated, I believe, in the 4Q03 CC. On my max/min forecasting spreadsheet, I do have the company hitting $80.9M in Q4. Noam's voice sounded ever so slightly, more enthusiastic than the last CC, as he claimed LuminentOIC's "First Mover Advantage" in the roll-out of FTTX (Australian, Alaskan, Swedish, and European deployments). [Optimistically, have Luminent at $55.4M for the year.]
For this quarter, I am $1.7M above guidance, 34% GM, 11% R&D, and 21% SG&A (probably too low with their 'meet and greet' shindig at SuperComm) - ecking out a $139K profit.
As M1 mentioned, you'd never know it (BE) from today's and past weeks' actions, but we were kinda in the middle of the sector today.
RDS |
