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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (34855)	10/22/2001 9:06:39 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68005

AVNX CC Note from YAHOO.COM: From conference call; Power Mux NxG.....commercial shipment EOY 2001 Outsourcing of legacy products to China by year end Acquisition....Lambda Flex Financials; 7.2 mil in rev 9% gross margin (reduced from 31%) Operating expenses reduced by 27% from 1st q cash/cash equivalent 195 mil cash burn ~10 mil per q cautious guidance due to lack of visibility Lehman bros.......'any day to day sign of growth' Engle.............'Alot of cutomers interested in cost saving solutions that Avnx provides......encouraged....at or near a bottom' Ubs warberg........'any 10% customers'....'how long will gross margins remain sub 10%' Jesse.....3 10% customers, Fujitsu, NT and WCom......In near term g.margins will remain low Engle.....Lambda Flex is small company.... SS Barney... Jesse......'195mil cash and 22mil long term investment (1+ year)' Engle...Excited about future with Csco....continuing with great progress....Lambda flex no revs at this time Bankcorp....'any further restructuring?' Jesse.....'cost reductions continuing activity' Lambda flex have less than 10 employees....Deal not yet closed, should close this q..... Merril lynch.....'excess inentory with cutomers' Engle....'Long haul industry=hit hard' Engle.....'Power Mux and Power Exchanger = 50% of revs. Morg Stanley....'international demand?' Engle....'Europe/Asia not as hard hit as N. America.....'AVNX is well positioned in those geographies' Tried to get down what i could...i appologise in advance if i took down anything incorrectly...Please correct any errors. Comments? Binoc