To: JoeinIowa who wrote (23789 ) 2/11/2001 8:15:26 PM From: Sergio H Read Replies (1) | Respond to of 29382 Joe, I was using the CNBC site for analyst estimates on ISSI. Naz site is more reliable and they list ISSI's recent earnings revisions have been increases: <Estimate Momentum measures change in analyst sentiment over time and may be an indicator of future price movements. The Change in Consensus chart shows the current, 1 week ago, and 1 month ago consensus earnings per share (EPS*) forecasts. For the fiscal quarter ending Mar. 2001, the consensus EPS* forecast has increased over the past week from $0.510 to $0.540 (5.88%) and increased over the past month from $0.463 to $0.540 (16.63%). Of the 3 analysts making quarterly forecasts, 3 raised and none lowered their forecast. For the fiscal year ending Sep. 2001, the consensus EPS* forecast has increased over the past week from $2.010 to $2.017 (0.35%) and increased over the past month from $1.950 to $2.017 (3.44%). Of the 3 analysts making yearly forecasts, 3 raised and none lowered their forecast. > For inventory I included accounts receivable, as it is product that hasn't been paid for yet. Accounts receivable, as reported, is way up. For cash flow, yahoo provides annual info not including the just reported quarter:yahoo.marketguide.com Naz site offers quaterly info:nasdaq.com `&symbol=CIEN`&symbol=JNPR`&symbol=ATML`&symbol=AKAM`&symbol=NTAP`&symbol=EXTR`&symbol=ELON`&symbol=SDLI`&symbol=EMLX`&selected=ISSI&documentType=cash&period=qtr Looking over the earnings report, cash flow has been negative from business operations but positive if you add investments including sale of ICSI and gains from IPO. Technically ISSI is oversold. Price target $20 1/2. Sergio