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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (799)9/16/2002 4:50:19 PM
From: AugustWest  Read Replies (1) | Respond to of 57110
 
it expects earnings for Q2 to exceed the guidance provided in the Q1 earnings release issued on July 17, 2002, driven primarily by higher gross margins;

In other words, revenues are not growing but we have one hell of a good accounting team.

God damnit, it's got klac trading up over 31 right now.
I I got a partial order fill a few minutes before the close but still holding some.
Thatwas 35 cents ago. Bastards.
Looks like I take some home short tonight



To: Jorj X Mckie who wrote (799)9/17/2002 9:15:43 AM
From: paulj  Read Replies (1) | Respond to of 57110
 
Good timing on MCHP. They announced they were buying a fab last summer. Their business seems to spin in a somewhat unique part of semis.