SI
SI
discoversearch

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 : AULT: The unnoticed superstar
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: orkrious who wrote (305)12/16/1998 11:44:00 PM
From: Clarksterh  Read Replies (1) of 369
 
Ault reports earnings of 0.11 on $11M in rev. This is not what I was expecting with cable modems et al. I'm not sure what went wrong relative to my expectations, but I'll wait until tomorrow's conference call to find out whether it is really a concern or not. I've been following them for several years and this is the first time I've been caught with an expectation significantly too high - they have always been pretty forthright. But if I get into the CC I have some questions to ask:

1) Given that normally Q1 is your weak quarter, why was this quarter worse than Q1?

2) Was there any particular area that caused the sequential fall in revenues? Is this a hiccup, or ... .

3) Was there any particularly strong area of sequential growth? What kind of growth?

4) Are shipment of power supplies for cable modem continuing to accelerate, or are stablizing(sp?)? What kind of growth is expected next Q?

5) Will the recent acquisition be accretive next quarter? What are their gross margins, and what are their expected operating costs?

The only thing about the report that really distrubed me was the attempt to make light of the sequential decline by saying that the first half was better than last year. That's true but misleading, and doesn't really assuage the concern over the lackluster performance in Q2. The strength was all in Q1, and that can't continue going forward.

Clark

PS Perhaps this all stems from the 'fact'(?) that the Dataquest article was correct(?), even though I blithely dismissed its inherent expectation of slow growth in cable modems in the second half of calendar 98.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News