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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (24894)	1/25/2000 11:25:00 AM
From: Johnny Canuck	Respond to of 68177

To be honest I have never heard that discussed on any of their conference calls. I also don't have a contact there. It looks like 2 analysts are coming to TLAB's defence though. Speaking of suppliers and on an un-related issue: *************************************** *************************************** 07:09 ET Metricom (MCOM) 89 15/16: Mobile wireless data access services company says it has been affected by industry-wide component shortages, causing delays to production of its network radios; may also experience some delays in deployment of its high-speed network; it expects to launch the first phase of its high-speed service in late summer, however, if the global supply shortage continues MCOM may experience further delays.

To: Suresh who wrote (24894)	1/25/2000 3:39:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68177

Suresh, I only got to hear the opening remarks, then I had to go to a meeting. I won't get a chance to hear the rest till tonight. It sounds like the weakness could be at least 2 Q if now 3 Q's(due to the slow down in Europe during July/August). In the mean time: ******************************* ******************************* To: Harry Lew (6453 ) From: llwk7051@aol.com Tuesday, Jan 25 2000 11:50AM ET Reply # of 6459 Harry, the conference call was not that bad. The drop was caused by lower guidance. Tax rates and spending on new products were major reasons for drop. Also, cablespan is growing and has lower profit margin. Here are a few highlights. Earnings will be backloaded for year with greater sales growth in last two quarters Expenses for first half higher because of new product training. First quarter earnings expected to be 30 Cents. This compares to 24 cents restated numbers for prior year. Acquistions will hurt earnings for first two quarters by about 1 cent a share. Should be accreative by fourth quarter. Backlog soared 56% above 1998. Heavy 5500 growth. 30 % earnings growth achievable. Tax rate cost 4 cents a share for 2000 over prior rate. Caused by greater US sales expectations. Robert