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Re: madrose1 post# 212

Tuesday, 03/14/2006 4:31:53 PM

Tuesday, March 14, 2006 4:31:53 PM

Post# of 1522
*jan6th ATHR $16~$19~$25 beats by $0.04 (ATHR) 16.37 : Reports Q4 (Dec) earnings of $0.11 per share, $0.04 better than the Reuters Estimates consensus of $0.07; revenues rose 27.3% year/year to $53.1 mln vs the $51.5 mln consensus.

Atheros Communications earnings call summary (ATHR) 16.36 -0.11: Co guided Q1 revs to increase between 7-12% sequentially, or approximately $57-$59 mln vs Reuters Estimates of $50.3 mln. Co expects Q1 EPS of $0.11 vs Reuters Estimates for EPS of $0.06. As the co enters 2006, co expects to benefit from the investments its has made. Co is also continuing to develop products for new markets. 74% of chips shipped for the qtr were single chip solutions. Core noted WLAN business remains very profitable. Router and access solutions were also noted as particular areas of strength. Co is developing new products outside of the area of WLAN. Co remains bullish on its core WLAN business. Bookings in Q4 were noted as the strongest on record. During Q&A, co thinks they are just at the beginning for the expansion of P.A.S. Co notes gross margins improvements were driven by product mix, price declines the co has gotten from suppliers in the last 4 qtrs and concentration on P.A.S. The stock is trading at $18.10 in after hours.

30-Jan-06 17:26 ET In Play Atheros Communications on conf call: Co expects Q1 EPS of $0.11 vs Reuters Estimates for EPS of $0.06 (ATHR) 16.36 :
30-Jan-06 17:24 ET In Play Atheros Communications guides Q1 revs to increase between 7-12% sequentially, or approximately $57-$59 mln vs Reuters Estimates of $50.3 mln (ATHR) :

13-Mar-06 15:18 ET In Play Atheros Communications tgt raised to $30 from $21 at C.E Unterberg (ATHR) 23.86 -0.14: C.E Unterberg raises their tgt to $30 from $21 saying while the shares of ATHR have taken off lately, they believe there could be further upward revisions to earnings estimates based on the strength in the co's core W.L.A.N product portfolio coupled with new opportunities in P.H.S phones in China. The firm also notes embedded/consumer opportunities, and an upcoming 802.11n product cycle.




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