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Replies to post #456726 on Zeev's Turnips Patch-No Politics (ZEEV)

Replies to #456726 on Zeev's Turnips Patch-No Politics (ZEEV)
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BuzzOnDaBeach

02/13/06 6:30 PM

#456727 RE: madrose1 #456726

CUTR taking a beating after lowering for 2006, despite beating by .11 for Q4.

AMAT, HPQ, and DELL this week.

Buzz
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yossarian67

02/13/06 9:25 PM

#456743 RE: madrose1 #456726

gross margins took a hit too with stp dropping from 30% to 26 1/2% sequentially...with as richly as this one is valued, I'd be surprised if it didn't trade into the $20's. forecasting sequential revenue decline as well, although they did have a blowout revenue number this q just passed.