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Technology Stocks : Finisar - FNSR -- Ignore unavailable to you. Want to Upgrade?


To: Lane Weatherly who wrote (287)9/12/2002 2:59:46 PM
From: All Mtn Ski  Read Replies (1) | Respond to of 509
 
Here are some posts I made on my notes from an analyst meeting and the earnings CC for SWKS.

Analyst Meeting:

Message 17667024

3rd QTR CC

Message 17830906

Management has stated they are targeting $1 billion in annual revs and 15% op margins in 18-24 months. That is over a buck a share and if you apply a 2.5X rev multiple, you get over $18. I think we'll see $10 in 9-12 months and $18 or so in 18-24 months, market willing. The company will be profitable in the Dec quarter of this year.

If the NAZ goes to 800 like some are saying, all bets are off.

A-M-S