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LSİ Anonim Ortaklık Message Board

  • jctuttle13 jctuttle13 Oct 23, 2013 4:30 PM Flag

    That guidance is what they call "Light in the loafers".

    $639M expected and midpoint of $600M delivered.

    See ya back in the 6's where this disappointer belongs.

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    • As of 5:46PM, 231K traded after the hour and the stock is down only15 cents (2%) to $7.55. This is encouraging. May be the large investors will buy into the growth story (sold by Talwalkar in the CC) for 2014... The real action will be tomorrow. The stock will likely stay well above $7 unless the market sinks badly.

    • Not good but somehow in mid range, but the guidance is pretty stagnant:

      Third Quarter 2013 Highlights
      Third quarter 2013 revenues of $607 million
      Third quarter 2013 GAAP* net income of $0.06 per diluted share
      Third quarter 2013 non-GAAP** net income of $0.17 per diluted share
      Third quarter 2013 operating cash flows of $63 million
      vs
      Third Quarter 2013 Business Outlook
      Projected revenues of $590 million to $630 million
      GAAP* net income in the range of $0.01 to $0.11 per share
      Non-GAAP** net income in the range of $0.13 to $0.19 per share

      But the projections are pretty stagnant
      =============================
      Fourth Quarter 2013 Business Outlook

      Projected revenues of $580 million to $620 million
      GAAP* net income in the range of $0.01 to $0.11 per share
      Non-GAAP** net income in the range of $0.13 to $0.19 per share
      Company to limit operating expenses until business model is attained
      vs
      Fourth Quarter 2012 and Full Year 2012 Highlights

      Fourth quarter 2012 revenues from continuing operations* of $600 million, up 15% year-over-year
      Fourth quarter 2012 GAAP** income from continuing operations of $0.05 per diluted share
      Fourth quarter 2012 non-GAAP*** income from continuing operations of $0.18 per diluted share
      Fourth quarter 2012 operating cash flows of $95 million
      Full year 2012 revenues of $2.51 billion, up 23% year over year

      • 1 Reply to v_y_k
      • Talwalkar, in every Investor Meeting or media appearance has been touting LSI as a growth story. Well, it has stopped growing a year ago.

        Talwalkar diluted the share count hugely when he purchased Agere Systems years back promising then revenues of $870M/ quarter for the combined company. He has enriched himself but has done very little with respect to shareholder value. He is a slippery salesman but without a vision as a CEO.

 
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