Grisha,
Don't know the answer to your question. I suppose it could lead to a flat earnings report, but.....
My personal opinion is that it was a response to LUCENT's ADSL press release........after all, almost everyone has been getting in on the ADSL bandwagon, and now along comes the "Mother of all Telecomm Equip. Mfgrs" with their "End to End Solution" announcement. PAIR may have decided that enough is enough and pre-released their news as sort of a momentum-killer. But in all honesty, I just don't know.
Isn't it interesting, how little we really know about the companies we invest in? When I joined SI last year, I thought I would really start getting "inside" information about these companies. Real inside info, like how much product is being shipped, are new employees being added, are orders increasing, etc., especially from fellow SI subscribers who might work for these companaies. But I can honestly say, that during the past year, I don't believe I have ever received a piece of INSIDE advice on any of the stocks I invest in!
Perhaps I'm just very imperceptive, or perhaps it suggests that unless you are at officer level within a corporation, you are probably not going to know much about earnings until they are announced.
That said, PAIR's earnings are a complete mystery to me. But based on what I know about their products, their competitors and the nature of their business and the way they run it, I AM expecting them to make their earnings targets.
Regards,
Knip |
