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

To: Chip Roos who wrote (1814)	12/8/2000 4:50:01 PM
From: David W. Taylor	Read Replies (1) \| Respond to of 2013

Be careful, Chip. That post is exactly the sort of post that the SEC loves to investigate. If you are long CNXT and posting unsubstantiated stuff like that, you are actually risking legal proceedings. Since the new FD rule, whisper numbers are a LOT less credible. Companies have to come out with news publicly and not just to "key" analysts. To take the opposite tack (and I am NOT short CNXT), why would the situation there be any less dire than at all these other chip houses?

To: Chip Roos who wrote (1814)	12/11/2000 11:20:42 AM
From: SpecialK	Respond to of 2013

I see on YHOO, that quarter estimates are .11. This surprised me because last Q was .18, and the estimate for coming Q has come down from .22. EST for FY01 is now showing 0.76, or 9% lower than FY00. biz.yahoo.com This is not positive. ANAD just gave a warning, it's chart was looking good recently, as has RFMD. Perhaps whoever is working with MOT and ERICY may have more troubles than who works with NOK. The <.91> that you refer to looks like what YHOO reports now as TTM earnings and that uses the GAAP numbers, which are negative due to acquisition. Why are these numbers used for CNXT but not CSCO,etc? Cisco has many more acquisitions, but somehow those numbers are looked at differently. This market is strange that way. It plays favors to some companies for no obvious reasons. Look at BRCM and their acquisitions.