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gilead23

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gilead23

Re: hweb2 post# 112433

Saturday, 04/20/2024 4:53:26 AM

Saturday, April 20, 2024 4:53:26 AM

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FEIM thanks for calling that out

I’m on a very very long vacation and missing a lot right now. I hadn’t caught that buy.

It’s a small purchase, but positive. The 10,000 share purchase in March was more encouraging. The quarter was about half over at that stage. Too bad we won’t know until July whether they got things under control.

My read from their commentary is that they are going to have a margin/earnings tailwind as they claw back overly conservative revenue recognition last quarter.

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