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 : Compression Labs, Inc (CLIX) - an Acquisition Target
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Nelson who wrote (343)2/19/1997 4:32:00 PM
From: E_K_S   of 375
 
Hi James - Dodn't get too excited. I talked to Patricia Owens (Investor Relations ..last week) and she stated that they are working on calculating the final actual vs accural for the business Broadcast division accounting. I explained to her, I thought we saw the big hit last year (I believe it was $1.50/share loss) and that IMO any accural adjustment would be positive to earnings. Patricia stated that they have not completely calculated this number and would not know if the impact would be 'positive' or 'negative'. She explained that this number will reflect the actual monies received from the sale, costs associated with plant closings, building downsize, inventory write downs, etc.

Therefore take your pick. A lot of non-reaccuring expenses can go into those 'actual' costs and it seems to me management will want to charge as much as possible w/o dissapointing the street. I do not think they will surprise on the upside but rather bring in the number as expected.

What we really want to look at are (1) sales growth, (2)operating expenses as a percentage of sales, (3) Gross margins in the 38%-45% range, (4) R&D expenses as a percentage of sales.

If gross margins stay the same or increase and sales growth is 15%-20% above last year (reflecting non-Broadcast Division income) and R&D expenditure increase, I believe we are in good shape going forward.

EKS
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