Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: Winston Kim who wrote (283)	7/21/1999 5:27:00 PM
From: Bob D	Read Replies (1) \| Respond to of 2013

Here's the GOOD NEWS (.24)! corporate-ir.net Don't know why this hyberlink isn't working correctly but all you have to do is click on "press releases"!

To: Winston Kim who wrote (283)	7/21/1999 7:48:00 PM
From: gpowell	Read Replies (1) \| Respond to of 2013

While these are great numbers they are not unexpected. Message 10378100 Remember the company filed an 8-k on June 8 saying they expected a greater than 15% sequential earnings increase this quarter. It shouldn't be a surprise that they beat those numbers - companies tend to be conservative. Now they are saying expect better than 10% sequential revenue growth which means they should earn around $.30 next quarter.

To: Winston Kim who wrote (283)	7/21/1999 7:54:00 PM
From: avanti77	Read Replies (1) \| Respond to of 2013

You're right Winston ... this thread is dead. Hopefully, today's #'s will generate some interest around SI. I'm long on this company and expect them to outperform the market for some time to come. Another successful George Gilder pick! Don't know if you're long, but good luck to you if you are -- as well as all other longs.

To: Winston Kim who wrote (283)	7/22/1999 2:22:00 AM
From: xbrent	Read Replies (1) \| Respond to of 2013

Both top line and bottom line exceeded all expectations for the quarter. More importantly, the projected growth of the top and bottom line appear to exceed expectations by a considerable margin. The highest expectation for fiscal 2000 was recently revised by BancBoston Rob/Ste in June of 99 to .90 in earnings. These projections should put fiscal 2000 earnings somewhere between $1.20 and $1.40, at the moment, with perhaps even more upside, IMO. CNXT is in the right technology at the right time and has the operating margins to deliver exceptional profits. Expanded coverage, upgrades, new share price targets, and the new estimates of earnings should be forthcoming shortly. IMO, we should easily see a new high promptly, if the NASDAQ remains stable or improves in the near term.