Picks of the quarter Message Board

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Strategies & Market Trends : Picks of the quarter

ATHR 5.840

-10.2%

Dec 15 3:59 PM EST

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To: Elroy who wrote (2735)	2/23/2007 4:11:43 PM
From: tejek	Read Replies (1) of 20435

It is expensive, but I'd downgrade ahead of the next earnings release if that's their call. The Dec Q numbers were great, and the guidance is low-balled, so it will probably continue to climb until the next data point, which will be about April 28th. In this market, I don't disagree. Valuation based downgrades don't usually carry much weight. And Oppenheimer doesn't think margin expansion can continue is much less persuasive than a quarterly release where margin expansion doesn't continue. I'd say Oppenheimer is getting too cute. I know little about the company's fundamentals. I thought I'd pass on the info when I saw it just in case you missed it. Frankly, I don't much trust analyst's calls but then some times they are right and it can hurt.

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