Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: Sigma8squared Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 489  
Subject: another preannouncement Date: 10/7/2005 11:26 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
The customary preannouncement came on schedule yesterday:

http://biz.yahoo.com/prnews/051006/sfth082.html?.v=19


There wasn't much revealed on the conference call so I will keep this update short. The negatives from my point of view are that the IPTV and the BB initiatives are once again not going as well as one would hope. To a lessor known extent the general gross margins in the quarter are a bit lower than guided. The positives are that those were the only negatives. The fact that overall Q3 was going to be ugly, that there may be intangible writedowns and the SEC is sniffing around I thought were either known previously or meaningless(but judging by the stock reaction my thinking here may be flawed). There were no indications that cashflows will be weaker than guided or that backlogs are not shipping as planned. The cashflows in particular are far and away the most important item to me since I feel like the stock is priced like the company has a good chance of going broke which isn't going to happen as long as they have positive cashflow.

Stay tuned for early November news and conference call.

-Jim
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Dividend Growth Investing

Good Time for Dividend Champions?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement