Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: ignatiusoreilly who wrote (1596)	10/19/2004 11:51:24 AM
From: Rob Preuss	Read Replies (1) of 1762

I don't have numbers handy... but generally we're not expecting a blockbuster quarter. Some negative EPS numbers (a little better than last quarter), improved revenue and orders (particularly from Eclipse), and improved margins. If we're lucky, we'll get some sort of product upgrade/improvement announced as well. Mostly we're looking to see that the plan is still on track. That we'll reach breakeven by the end of the year with growing profits into the future. All this hinges on growing orders for Eclipse. So listen for (a) EPS, GM and revenues within the expected range, (b) management's outlook for future quarters, and (c) Eclipse orders and other numbers that foretell the future. I think election-related anxiety (including the possibility of a domestic terrorist attack) is overhanging the entire market... including STXN... along with anxiety pertaining to energy prices. Once we get past the election, only energy price concerns will remain. Maybe then investor sentiment will improve and we might be able to muster a Santa Claus or January rally. Rob

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