|
PCMS 1)Company has been acquiring companies like made to stay on the "growth treadmill" which is/has inflated qtq revenue growth, 2) DMIC, INVA, Remic all missed their quarters, 3) DSO's going up, cash burning faster than sales growth, 4) CFO sold almost every share he owns, 5) their "point to multipoint product" is vaporware, 6)the point to multipoint market is a late 1999 market and won't save them from missing a couple of the next qtrs, and they won't get acquired by LU, ERICY, NT ... before they miss an EPS number. IMOO. |
