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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (24844)1/28/2002 8:47:56 AM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
But of course you can try and project, SMIG and GNSS both have about 50% gross margins, but SMIG has a "nut" of about $20 MM to crack to go into profitability (thus their break even must exceed about $40 MM, while GNSS has a "nut" of only $10 MM to crack. SIMG must almost triple their sales to become profitable (from a base in the $13 MM or so. Is it likely in the next few quarters? I think both are overpriced. Yet, in premarket here I bought GNSS.

Zeev