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Technology Stocks : BE Aerospace (BEAV) Breakout
BEAV 64.470.0%Apr 21 4:00 PM EDT

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To: Piotr Koziol who wrote (120)12/8/1998 3:50:00 PM
From: Paul Berliner  Read Replies (1) of 210
 
What's the date on that research report? Before BA's warning?
The backlog is one Qs worth of revs - they would have to give a warning for FY'2000 earnings (I believe their FY ends in Feb.).
If the backlog is not replenished at the same pace as it is filled,
then they have no choice but to warn. Bombs away.......
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