Replies to post #315858 on Zeev's Turnips Patch-No Politics (ZEEV)

[roswald]

That CRDN buy looks great. I have a bid in at $1.00 lower, I guess it's a little too low and ' may have to raise it. Thanks for the thoughts on IO.

[jra2]

Bste "quitely" moving upward.Don't you know that the SunTrust analyst that downgraded Bste a few weeks ago is probably looking for work this week(g) .

[tonytuba]

Zeev map update and cash position update and can the Red Soc repeat next year, thanks

[Alex G]

briefing -

11:53 CRDN Ceradyne on conference call (41.89 -2.51) -- Update --

Co expects margins them to come down in Q4, will be impacted by non-cash charges due to inventory back up and acquisition charges... Currently producing in access of 30K plates 15-16K in regular SAPI the rest are in the overweight which will end and be replaced by E-SAPI; expect to continue 30K+ production... On size of humvee market, co says a little early to predict, involvement somewhat limited, not sure how many vehicles will be procured by military... guidance for Q4 implies wide range of revs, why such a wide range, gave a $15 mln range for the whole year, reason for the wide range of Y04 guidance co states that lower end guidance is because co is not sure if suppliers can keep pace with their orders, very confident that they will be at the high end of range but wanted to leave room provided a supplier problem arose... do not expect a huge change in Y05 operating margin, anticipate that they will be at the same level or improve due to initial volume... when asked about discrepency of EPS guidance (analyst used revenue guidance and operating margin assumption of 30%, EPS would be much higher than in guidance), co stated that a higher tax rate is the main reason for the current discrepency under analysts model (expect around 40% minimum)...