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Strategies & Market Trends : The Rational Analyst

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To: HeyRainier who wrote (487)3/22/1998 10:53:00 AM
From: ftth  Read Replies (3) of 1720
 
Rainier, thanks for the link. This year, they've announced purchasing agreements with Tecnomer, Ericsson, Nortel, and Nokia, with initial deliveries expected in the 1st qtr of 98 for each. Since they don't provide a dollar amount for the agreements, it's hard to assign any significance to them. Earnings estimates for 98 have been revised downward, with 14% bottom line growth the current expectation. Will be interesting to see how the next couple quarter's numbers shape up.

dh
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