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Politics : RAMTRONIAN's Cache Inn

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To: NightOwl who wrote (13824)2/18/2008 12:15:56 PM
From: NightOwl  Read Replies (1) of 14464
 
Based on:

* the relative size of the Q4 receivable, up 0.5M sequentially and 2.3M Y/Y;

* the basically flat inventories Y/Y but up sequentially nearly $1M;

* while cash is up $2M relative to both Y/Y and Q3 of 07; and

* the size of the reported 08 Tax asset, see:
siliconinvestor.com.

Business is either better than its ever been and Q1 numbers will be an even bigger surprise than were those in Q4... or there is something very very very bad about to unfold.

I don't see any basis for a sales crash in the offing... so I expect Q1 to show no less than .08 eps on a GAAP basis or 0.12 pre-tax.

Of course, I could be wrong. It could be higher. But I think .08 is their target. <vbg>
************

I just posted that at YaHooHoo to give Mr. T some new "ammo."
messages.finance.yahoo.com

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