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 : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (4534)	2/11/2004 6:48:24 PM
From: Ken W	Read Replies (1) \| Respond to of 23958

Sergio STXN: OH we just got the immaculate entry and exit on some trading shares...LOL Up to Cary if he wants to put in the folio. Ken

To: Sergio H who wrote (4534)	2/11/2004 7:40:24 PM
From: Cary C	Read Replies (2) \| Respond to of 23958

STXN... I like potential long term. Don't want to be a folio hog though, currently have EMC, UTSI and CGFW and we already know how I currently keep everyone updated with those picks. ROFL The increase in orders of 50.4 million last quarter represents a 25% increase over last quarter sales. At the end of last quarter they had taken in 44.5 million in orders compared to the 50.4 million this quarter. Backlog this quarter was at 52 million vs 45.5 million last quarter. That along with high interest in their eclipse product and the increased credit facility agreement that will allow them to ramp up sales looks favorable. The one thing that I am not really warm and fussy about is the gross profit margin. The company has mentioned that they expected pricing competition which was reflected in the decline in last quarters gross profit margin of 15.2% vs the previous quarter of 19.2%. It will be interesting to see how they control R&D & S&A expenses along with profit margins. The strength in the telecom sector will probably end up being the tell tell sign. As always, but what the @#$%$# do I know. So I leave it up to you if you want to add it or not. Cary