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  • roboklerk roboklerk May 19, 2011 11:00 AM Flag

    Forbes Article

    well, things change and they surprised me both w/the EPS number for the 3Q and the backlog and the cash position. Their own guidance for 3Q had been conservative as well, so they also surprised themselves. 4Q is a tough comparison, but may be excused given the backlog number. I was surprised when they said the Japan disaster would only result in some delay but not have a significant impact on future sales. As you recall I said hold, not sell. Long term investing here and still waiting for Helix, which is key.

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