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Re: Zeev Hed post# 280955

Friday, 08/06/2004 4:51:31 PM

Friday, August 06, 2004 4:51:31 PM

Post# of 704041
Pure gamble. no guidance given in the press release at all.

though company has guided FY05 EPS 2.00 on June 10. (consensus was 1.75 at that time, so I am sure the estimates have been adjusted accordingly).

GM reported is lower than some firms expected, 70+% vs 72+%, for this quarter.

I personally dont trust company reports on a Friday. It seems they normally report on a Tuesday or a Thursday, never on a Friday until now.

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