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.

Technology Stocks : Stratex Networks, Inc. (STXN) -- Ignore unavailable to you. Want to Upgrade?

To: Rob Preuss who wrote (1659)	7/22/2005 7:04:00 PM
From: The Ox	Read Replies (1) \| Respond to of 1762

Just for review, here's my post from May: New orders: 07/21/04 $45.5 Mil 09/09/04 Eclipse announced 10/25/04 $45.9 Mil ($12.3 Mil Eclipse) 01/27/05 $54.4 Mil (>$22 Mil Eclipse - 66% seq growth) 05/09/05 $63 Mil (>$30 Mil Eclipse 36% seq growth) Note, while Eclipse orders are growing roughly $8 million per quarter for the past 2 quarters, other new orders continue to be solidly in the area of $32+ Mil. I have expected 'other' new orders to start falling as Eclipse ramps up but thus far they have not. We'll know more in a few weeks. Eclipse order growth has been steady but by no means explosive. The table you posted suggests that order growth is about to become explosive. I wouldn't be surprised to see the order growth improve but the press releases don't seem to suggest explosive growth. I am guessing that Eclipse growth will be much better then last quarter but until we hear differently from the company, I won't be expecting anywhere near the growth suggested by your first table. Even the response seems to be way too bullish for me. I hope I'm wrong on this and that sales explode but I'm certainly not counting on it and neither are the analysts. The stock has come a very long way since this spring's lows. Maybe order growth will improve substantially?