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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (7975)	6/13/2002 10:38:53 AM
From: Dale Baker	Read Replies (1) \| Respond to of 16631

I have been out of government for two years now so I can't suggest more specifics. I know KEA did the Y2K work for my former agency, they are one of the regular government consulting players. Some digging around should unearth the rest apart from ACN and CSC.

To: Dave Gore who wrote (7975)	6/13/2002 10:53:17 AM
From: Dave Gore	Respond to of 16631

ATML (6.90) - Decent Pick Here? MCHP beat consensus handily and supposedly ATML in the same general niche and had a B2B of 1.1+ and pretty good guidance in last earnings release. Fairly near 52 week low. "However, we believe the Company has reached the bottom of the cycle as we ended the quarter with positive sales momentum. Our book-to-bill ratio exceeded 1.1 to 1, and lead times in certain products have lengthened. We increased our manufacturing activity accordingly towards the end of the quarter." Perlegos added, "We expect revenues to grow by approximately 8 to 12 percent in Q2, driven by growth in proprietary products such as our AVR microcontrollers, USB hub controllers, wireless LAN, secure Smart Card, and SiGe products. "We continue to implement further cost reductions and will focus on returning the Company to profitability as soon as possible," concluded Perlegos.