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Technology Stocks : CPCI - great earning , BARRON's suggest
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To: White Shoes who wrote (411)11/5/1997 11:57:00 PM
From: csm  Read Replies (1) of 586
 
WS,

Yes I do. The street was expecting something like 22 cents, 16 is well short of that. It's just my opinion but I prefer to be surprised in a warning rather than in an earnings announcement.

I listened to the conference call today but it is too late to post detailed notes. In general they looked back to problems with SGI, fibre channel connectivity and OEMs particularly Kodak as the cause of the slowdown. Kodak won't come back but the others will. They are looking at acquisitions of something related like perhaps fibre controllers or something that would allow them to offer a more complete storage solution, not competitors. All in all they were pretty optimistic about having the biggest connectivity issues behind them and that their Sun products (Halo) and new ValueLine arrays would open up new and important markets.

They say they are comfortable with $10-11M for the next Q and Q1 has generally been good from what I can see.

I'll post more when I get a chance.

Stuart.
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