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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (81617)6/13/2000 1:43:00 AM
From: shrinks  Read Replies (1) | Respond to of 132070
 
The spin on SLR's earnings is that they see component shortages the end of this year into 2001, I pulled some of there numbers from this qtr and last,

metric .. last qtr this qtr % change
sales .. 2859.7 3592 20.4%
cogs .. 2583 3290 21.5%
op prof .. 137.9 172 19.8%

invent .. 1823 2522 27.7%
inv/sales .. 63.7% 70.2%

Inventory increasing faster than sales, must be because
there is a shortage of components.



To: Knighty Tin who wrote (81617)6/13/2000 11:38:00 AM
From: Knighty Tin  Read Replies (3) | Respond to of 132070
 
To All, Nice day for Ligand. Duramed is up, too. Even FMO is holding to its new double digit price. And Vaso isn't down. I love down days like this. <g>

Just a comment: did Father's Day shiling seem to start earlier then ever this year? It seems like I've been hearing "Don't forget Dad" since Xmas. I never remember it being such a full scale push in previous years.