SI
SI
discoversearch

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 : Agilent Technologies (A)
A 146.36+2.1%Oct 31 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert b furman who wrote (553)2/14/2005 6:02:50 PM
From: Kirk ©  Read Replies (1) of 620
 
"Wonder what AH is doing??"

Down 42 cents in AH, but it was down even more when they said Q2 earnings would be a tad light.

cbs.marketwatch.com

I ran the numbers for a modest $1.8B in quarterly revenue... get about 50 cents a share... so a pe of 20 and 4 quarters could give $40 with very little increase in sales.

Two of my friends were effected by the camera module sale but they are good folks and will get jobs to grow revenue elsewhere. in the Co. Bill Sullivan, the new CEO, is a really good guy too. We used to discuss investing when he was only a General manager (still much higher than I, just he was quite approachable - the "HP Way" managers were taught.)

Did you catch where they said early on that they felt they were at the bottom of the inventory correction, but had a bit of softness remaining?

The only negative I got was they listed uses for CASH and dividend was not on the list.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext