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 : Aviat Networks
AVNW 24.96-4.2%Oct 31 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rob Preuss who wrote (298)5/7/2010 11:48:40 AM
From: The Ox  Read Replies (3) of 312
 
I am very, very disappointed with their performance. Sales for the 9 months in 2010 have fallen to $362Mil from $544Mil (a drop of 33%), yet R+D plus SG+A expenses have basically stayed the same. Absolutely awful, imo. As a percentage of revenue, their operating expenses have gone up from under 25% last year to over 33% this year. Many mergers have serious difficulties the first few years and it looks to this observer that AVNW has not found the synergies they expected. If they expecting business to boom in a few quarters, then this may explain why these numbers look so lousy right now. The most aggressive estimates are for 23% revenue growth next year. They will need to see this type of improvement or they will need to lower their operating costs substantially, as I see it.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News