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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (1376)	3/5/2001 2:48:53 AM
From: Abner Hosmer	Read Replies (1) \| Respond to of 24758

They look broken to me, but WDIK. $OSX looks good to me here. Sii, GLM, PTEN.

To: ahhaha who wrote (1376)	3/5/2001 6:22:30 PM
From: FR1	Respond to of 24758

BRCD, EXDS, FDRY, TQNT, sure look attractive.. TQNT just held a CC. 1) Lowered estimates from $0.23 to $0.14 in Q4. 2) They see $0.14 for Q1, Q2 and Q3. Then up to $0.19 3) So it is now $0.60 for the year vs $0.81 They were fairly confident, though. Said they were booked solid for the next 2 quarters. Most customers were rescheduling (not canceling) orders. They have two main markets: optics and wireless. Optics: They basically said the FED choked off funds from the telcos and consequently orders went down. They expect recovery in the last half of the year. Wireless: They say the main hurt came from the fact that Christmas is a big market for cell phones. The high interest rates and negative economic environment (ie the FED) caused a bad Christmas market which had a big impact on sales. Again they see it solving itself in a few months. They were basically positive because they have a wide customer base and exposure to both optics and wireless. Their forecasts are conservative and they feel fairly certain Q4 will be upbeat.