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.

Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: J_W who wrote (13574)	7/13/2000 9:57:07 PM
From: Thean	Read Replies (2) \| Respond to of 14427

Thanks Jim and Alski for the SI link. A updated earning table below. Below is an updated table on earning consensus and whisper. The earning dates are accurate as I have checked most of them by visiting the individual website myself: Whisper Consensus Date Act. Earning ARBA $0.00 ($0.08) 7/12 ($0.05) MOT $0.24 $0.23 7/12 $0.23 AMCC $0.18 $0.17 7/12A $0.21 SAWS $0.29 $0.30 7/13A $0.34 VTSS $0.18 $0.17 7/13A $0.17 MERQ $0.13 $0.12 7/13A $0.14 PMCS $0.20 $0.19 7/13 $0.23 PWAV $0.23 $0.16 7/13 $0.18 NVLS $0.54 $0.51 7/17 $0.00 RFMD $0.21 $0.19 7/18 $0.00 GALT $0.11 $0.11 7/18 $0.00 HIFN $0.26 $0.20 7/18 $0.00 TER $0.78 $0.73 7/18 $0.00 ITWO $0.09 $0.08 7/18 $0.00 CMRC ($0.15) ($0.13) 7/18 $0.00 INTC $0.73 $0.71 7/18 $0.00 BRCM $0.23 $0.19 7/18A $0.00 SEBL $0.21 $0.18 7/18A $0.00 CNXT $0.44 $0.22 7/19A $0.00 AHAA $0.18 $0.17 7/19A $0.00 HLIT $0.16 $0.28 7/19 $0.00 PHCM ($0.14) ($0.19) 7/19 $0.00 QCOM $0.30 $0.27 7/19 $0.00 AMD $1.20 $1.07 7/19 $1.00 LU $0.30 $0.29 7/19 $0.00 TQNT $0.31 $0.27 7/20 $0.00 TXCC $0.18 $0.16 7/20 $0.00 GNSS $0.06 $0.05 7/20 $0.00 SUNW $0.34 $0.33 7/20 $0.00 TXN $0.32 $0.29 7/21 $0.00 ANAD $0.24 $0.19 7/21B $0.00 EMC $0.18 $0.17 7/24 $0.00 LSI $0.48 $0.29 7/25 $0.00 NT $0.15 $0.14 7/25 $0.00 JDSU $0.13 $0.12 7/26 $0.00 NOK $0.00 $0.18 7/27 $0.00 Jim, regarding OPMR which has done flat to down in recent months, I think it is in the consolidating phase and couldn't get out of it unless the market again grants unreasonable forward PE. Those days are over in particular for a non-glamorous tech. OPMR is really a part-tech/part- grocery play. OPMR received a lot of press this year because this is the year it finally makes its prints in business. But its earning for the rest of the year is predictable and its earning growth rate quite visible for the rest of the year. We know they will gain in margin next year after taking over the assembly. Until the margin gain becomes clearer, I think analysts will not push OPMR hard and similarly, OPMR won't get the type of sponsorship it needs to sustain the next upward march phase. Net, I think OPMR will be in the boring trading range between $30 - $45 for the rest of the year. Of course, unexpected events can change all these.