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To: huntin who wrote (2270)8/14/1998 8:25:00 AM
From: huntin  Read Replies (1) | Respond to of 2326
 
Dead Thread? Momentum in the stock price is all that keeps these threads going. Any predictions for next quarter?

In the CC the book to bill was about 1. Gross Margins will get back to normal levels. This is my rough take. Other than their credibility, let me know where I could be nuts.

Sales: $12,000 (They did $13.6 last Q)
Gross Profit: $6,000
R&D: $3,000
SG&A: $5,000
IMP & Restru: $1,000 (First of 3 quarters)

Loss: $3,000 or ~$0.33/share

This will leave at the end of Q1: $4.69 in cash & Short Term Investments: $1.89 still in receivables if they are genuine: For a total of $6.59. The key may be the IP gateway. What kind of revenues will it add in Q2? Will it be a dud?

Any thoughts? Any insight welcome.