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Watts Watt

05/11/12 11:56 AM

#7261 RE: ICCGUY #7260

Liquidmetal roller coaster.

I know that everyone on this board shares a common experience: that of having gone to Disneyland, Disneyworld, Coney Island, New York, Euclid Beach in Cleveland, Magic Mountain or some similar amusement park at least one time in their life. Liquidmetal has been a kind of amusement park ride, the roller coaster.

And all can remember the "CLANK, CLANK, CLANK" sound of the safety break dropping across each steel cross bar along the way up the clang.

Well, let me tell you, if you don't know already....

I am the kind of investor that likes to hear the steady "CLANK, CLANK, CLANK". When I don't hear the "clank clank clank", I get very uneasy.

Oracle and the others can save the WHEEEEEE for themselves.

I just want the "CLANK, CLANK, CLANK", as the Major would say, "To INFINITY"
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r_deckard

05/11/12 12:02 PM

#7262 RE: ICCGUY #7260

Uncertainty is always a bad feeling.

But what could happen with Q1 earnings? Maybe they are bad. But worse than last year is likely not possible. I don't expect, that expenses are increased substantially.
The revenue can be worse than predicted. Yes. But not less than zero. ;-) And that was our starting point.

So, why should earnings to be delayed? And why should this be a bad sign? (It was in the past, indeed)
But maybe this time, delay (if there is a delay) is for positive reasons?? Maybe they are in final process for an important deal? Maybe they want to share this exciting news at the CC? Maybe earnings for Q1 are not so good, but with this positive news at the CC, earnings are interpreted differently.

If I have to publish lower than expected numbers AND have a important deal for the future in progress, I would delay earnings to protect the PPS.

But that's just an (maybe bad) idea, why a delay COULD be a positive sign too. (Glass is half full...hihi)
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jonsmith12345

05/11/12 12:08 PM

#7264 RE: ICCGUY #7260

Question on earnings announcement delay...

Just wondering for discussions sake. I know the earnings reflect Q1 that ended in March.

Does the guidance have to reflect that period as well? Or can the guidance be based on what is known or happening up to the moment its given.

In other words, can the guidance be more current than earnings? or are they supposed to craft everything know around the Q1 end.

Only asking because maybe the date is being delayed to allow time for better guidance..

Is that wishful thinking?