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.
Technology Stocks : PROGRAMMER'S PARADISE (PROG) -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (747)2/20/1999 12:22:00 PM
From: Larry Brubaker  Respond to of 2383
 
Zeev, I agree, if they get your $80 million in revenue, bottom line should be in the .35 range. $80 million is a pretty high bar you are setting for them, as it would be a 50% year over year increase. I hope they are listening to you <VBG>.



To: Zeev Hed who wrote (747)2/20/1999 12:58:00 PM
From: KellyW  Read Replies (1) | Respond to of 2383
 
Zeev, it's funny, but I knew you were going to ping me on the gross sales figures vs. the earnings per share. Your argument makes sense.
I was being conservative on earnings per share of $.20 to $.22 for Two reasons:

1. Just in case the amount of shares goes up between now and then, albeit it would be only slightly.

2. To respect PROG's CFO, John Broderick, who does his damndest to "manage the street" and beat estimates each quarter. John does not want whispers numbers to creep to high, to make beating numbers unattainable.

I INVITE ANYBODY WHO HAS MORE SPECFIC INPUT ABOUT PROG TO SEND THOSE INPUTS TO MARK JOHNSON, AND TO DO IT SOON. MARK COULD INCORPORATE SUCH COMMENTS, ADDING VALUE TO WHAT I STARTED, INTO A LARGER PICTURE OF PROGRAMMERS PARADISE FOR MARK'S EVENTUAL ARTICLE.

For example, Zeev could describe his gross sales vs. earnings per share rationale. After all, Kelly is just one whacko. Let's get other view points. -Kelly