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To: John Stewart who wrote (2769)4/19/2000 5:40:00 PM
From: Simon Withers  Respond to of 3661
 
Well, what a result! I'd predicted .20 after the last quarter (http://www.siliconinvestor.com/readmsg.aspx?msgid=12703495) but I'd started to doubt my numbers after the analysts failed to revise their estimates.

As it was, sales were rather lower than I'd expected, but cost of selling, general & admin expenses were barely higher than last time - excellent. And there's an extra 100m in the bank now as well which I guess should contribute another .08 or so over the next quarter.

I'm now feeling a whole lot better about holding on over the last week or two...



To: John Stewart who wrote (2769)4/19/2000 6:26:00 PM
From: Philip W. Dunton, Jr  Respond to of 3661
 
Great report. Phil



To: John Stewart who wrote (2769)4/19/2000 6:44:00 PM
From: JK  Read Replies (1) | Respond to of 3661
 
<< Earnings blowout - 0.21! >>

Uh...yea. NOT TOO BAD AT ALL!!!

Net sales Q1 2000: $42.6 million
Net sales Q1 1999: $14.3 million

INCREASE OF 198 percent!

net income Q1 2000: $4.0 million or 21 cents (diluted)
net loss Q1 1999 of $2.4 million or -16 cents (diluted)

Bookings Q1 2000: $57.4 million
Bookings Q1 1999: $21.2 million

AN INCREASE OF 171 percent.

Backlog increased 140 percent to $70.9 million
$29.5 million in the Q1 1999.

I'm buying on the dips.

Heck, to hell with the dips!
I'm buying!!!

(Anybody got any spare change?) <vbg>

- jk



To: John Stewart who wrote (2769)4/19/2000 7:51:00 PM
From: Alan Gallaspy  Read Replies (2) | Respond to of 3661
 
John,

Was it you who said they had sold a bunch of covered calls, and have you bought back all of your covered calls yet? With a report like this, just about anyone who has sold calls at 40 and below may very well be assigned tomorrow.

Alan