SI
SI
discoversearch

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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (40342)12/21/1998 5:26:00 PM
From: yard_man  Read Replies (1) | Respond to of 132070
 
Amazing. Even idiot analysts will get this right won't they -- the gain on MCMS or whatever it is on the next line. Don't you expect it will selloff? Seriously.



To: Knighty Tin who wrote (40342)12/21/1998 5:29:00 PM
From: Roy Glen  Read Replies (1) | Respond to of 132070
 
Mike, What do you think of caterpillar ? It is now selling at nine times earnings, and I was thinking of it as a contrarian play on both Asia and the commodity industries, all of whom are big equipment purchasers. Roy



To: Knighty Tin who wrote (40342)12/21/1998 5:33:00 PM
From: SeaViewer  Read Replies (1) | Respond to of 132070
 
MB:

What they are talking about is this quarter and the previous quarter. The revenue indeed increased by 15% in PC system (the other part of the increase is in other business), the gross margin went down 7%, from 22% to 15%. The net income is $0.12, compare with $0.17 previous quarter. The number beat the average estimate by $0.01. But the company is reducing the SG&A to achieve this goal.

Just my opinion!

Jeff


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News