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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: StockHawk who wrote (42677)	5/16/2001 2:45:09 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Quarterly reports from BEA Systems, Brocade Communications and Network Appliance arrived last night. No need to mention the environment has been challenging and will continue to be so throughout the summer for all the companies, but - as always - there will be strong survivors over the longer haul. BEA Systems (BEAS): biz.yahoo.com Year over year license revenue grows 89%, revenue up 67% on a year over year basis, management raised EPS guidance from the previous range of $.39 -$.41 to $.41 - $.43 for the full fiscal year. They also mentioned their previous revenue guidance last quarter of 46% - 48% for the full fiscal year remains the target and most likely will be on the lower end of that range. Brocade Communications (BRCD): biz.yahoo.com Year over year revenue increase of 86%. Sees better business ahead. [Brocade President and COO, Michael Byrd added, "We are sober about the effect that the economy has had on the enterprise technology marketplace and on our short-term business outlook. We are committed to doing what is right for the business and will continue to invest in engineering resources and quota-carrying sales personnel at a rate that will continue to outpace our competitors. We believe that our long-term prospects and competitive position in delivering the world's leading intelligent platform for networking storage have never been stronger. As enterprise capital spending continues to thaw, we are well positioned for growth in the latter part of fiscal 2001." ] Network Appliance (NTAP): biz.yahoo.com Revenues increased 13% on a year over year basis. Full fiscal year revenue reached $1 B which was a 74% increase from the previous fiscal year. "Net App CEO: IT spending seems to have found bottom" upside.com [The worst of the radical slowdown in information technology spending appears to be over and budgets seem to have stabilized, said Network Appliance's (NTAP) chief executive. "Most customers have settled on a budget for the year," said Dan Warmhoven in an interview today, following his company's earnings announcement. "We've essentially found a new level, a lower level, but at least a stable level."] BB

To: StockHawk who wrote (42677)	1/9/2002 12:51:34 PM
From: StockHawk	Respond to of 54805

Faultline wrote: "With several of our favorites in or within shouting distance of single digit prices, this ominous report in Sunday's NY Times by Thomas W. Watts, a specialist at Merrill Lynch, states that only about 3% of companies sinking into the single digits ever come back." StockHawk replied: "I read that article, which is just over one month old - not enough time really to determine if the theory is valid, but based on the small sample of stocks I watch it seems that a few of those that hit the single digits have rebounded quite strongly. For example, RFMD which had been mentioned on this thread last year dipped to $8.75 but was above $30 today. ELON has more than doubled off its low of $8 and GNSS which has been discussed here a few times has more than tripled off its low of $7." Just as an update, RFMD has fallen since then, ELON is about the same, but as of today GNSS is a ten bagger off its low. Another post on GNSS in here: Message 16655806 StockHawk