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

To: Johnny Canuck who wrote (36028)	1/30/2002 3:59:08 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67881

ABN AMRO: sell TLAB and buy SFA : ABN AMRO recommends a pair trade of selling TLAB and buying SFA; both stocks are viewed as value/growth plays, yet firm believes SFA is stronger regarding addressable mkt, growth rates, competitive position, and new mkt opportunities (SFA has a "breakaway" opportunity in Germany, especially). Price target for SFA is $35, reiterates Buy on SFA and Hold on TLAB. Advanced Fibre Comm (AFCI) 17.58 -0.73: After close, reports Q4 earnings of $0.06 per share, in line with the consensus estimate; reports revenues of $82.1 mln versus the consensus estimate of $83.4 mln... On call, says it is early still, but it is encouraged by the activity it is seeing across its entire customer base (Sprint and Verizon were its only 10% customers in Dec. qtr)... accordingly, it is re-affirming guidance provided in October for FY02 revenues to be $350-370 mln (Multex consensus is $357.9 mln) and EPS to be $0.30-0.35 (Multex consensus is $0.32)... Expects Q1 revenues to be $78-81 mln (Multex consensus is $79.2 mln) and EPS to be $0.04-0.05 (Multex consensus is $0.05)... AFCI -0.08 at 17.50 Digital Lightwave (DIGL) 6.80 -0.01: After close, posts a Q4 pro forma loss (excluding items) of $0.15 a share, $0.03 worse than consensus. Rev fell 84% yr/yr to $5.4 mln, exceeding $5.13 mln consensus. Promotes Jim Green to COO post.