RAMTRONIAN's Cache Inn Message Board

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Politics : RAMTRONIAN's Cache Inn

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To: Tom Caruthers who wrote (14003)	7/15/2008 6:25:42 AM
From: NightOwl	Read Replies (1) of 14464

Well Mr. C... The only thing I can determine from this news is that management has reason to believe their earnings guidance might be materially effected by the charge resulting from this "defect." In my mind a material variation in the guidance would mean a reduction of at least 5% in the guidance. I just hope they aren't seeing a potential 5% reduction in the pre-tax GAAP eps. If so the decision to take the non-cash tax asset expense on top of the option awards is really going to look premature to say the least. The thing that disappoints me most is that the withdrawal of the guidance suggests that H2 wasn't likely to produce any significant upside surprise that could have offset the potential charge as far as management is concerned. It just confirms that the only reason to invest in this company is the prospect for its ferroelectric IP... not its eps. 0\|0

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