COMS & the Ghost of USRX w/ other STUFF Message Board

STOCKTALK

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 : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

0.0%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dwight E. Karlsen who wrote (10283)	12/6/1997 3:36:00 PM
From: Elroy	Read Replies (1) of 22053

Dwight Karlsen wrote: <<This has to do with what? Were you going to send me an anniversary card? No. <<Would you make up your mind already? Did they know (channel inventory levels at the close of Q1)or did they not? They said after 1Q that lowering inventory levels was a goal in 2Q, but they were unsure of the current level, especially internationally, because controls required to accurately determine channel inventories were not in place. <<And did they explain to you that trying to lower channel inventories in the quarter may involve reducing shipments? They didn't know whether they would have to reduce shipments until the end of the quarter, and at that point they were in the quiet period where they are not allowed to comment on the quarter. 3Com management is good, but they don't know the future. They can't say for sure at the beginning of the quarter what the channel sell out will be. All they can do is give their best guesstimate. You've gotta realize that it's pretty difficult for a company's management to change estimate guidance in the middle of the quarter. It is safest for the company to not change guidance, and then pre-announce good/bad news after the quarter ends. That way, all investors get the information at the same time. Often they don't know whether they will get huge orders in the last few weeks which will allow them to make the quarter or not. Given that there is a chance to make the quarter, I'd think most company's do not preannounce, but indicate something like making the quarter could be difficult. 3Com did this.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next