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Cray Inc. Message Board

zippybalto 4 posts  |  Last Activity: Nov 7, 2014 11:38 AM Member since: Oct 14, 2011
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  • From the news release they put out this morning:
    "Based on continued strong customer demand in both the Company's LCD driver IC and memory segments, the Company now expects revenue and gross margin on a consolidated basis for the third quarter of 2014 will be at the high end of the Company's original guidance. On August 12, 2014, the Company provided guidance that it expected revenue of third quarter of 2014 to increase in the range of approximately 3% to 7% as compared to the second quarter of 2014, with gross margin on a consolidated basis to be in the range of approximately 23% to 26% for the third quarter of 2014."

    Awesome! Seems likely that the smart money will accumulate this into the earnings announcement.


  • From their press release on Sept 9:
    "The Company currently expects third quarter revenue to range between $230 million and $238 million, or up 3.0 percent to 6.6 percent sequentially, compared to its original guidance of between $228 million and $238 million, or up 2.1 percent to 6.6 percent sequentially. Diodes is increasing its gross profit margin guidance to be 32.0 percent, plus or minus 1 percent, compared to its original guidance of 31.8 percent, plus or minus 2 percent. Diodes is maintaining its guidance for operating expenses to be approximately 21.0 percent of revenue, plus or minus 1 percent, income tax rate to be 22 percent, plus or minus 3 percent and shares used to calculate GAAP earnings per share to be approximately 48.8 million."

    The Gross Margin guidance is especially powerful, since it suggests there's neither any pricing pressure (from over-ordering) or competitive pressure. DIOD just kicking #$%$ as usual.


  • Reply to

    This is sinking

    by fdkp5354 Nov 7, 2014 11:28 AM
    zippybalto zippybalto Nov 7, 2014 11:38 AM Flag

    I'm quoting from a major research firm after RDNT reported on Wednesday:
    "2014 rev and EBITDA guidance raised on strong performance, and we believe RDNT has the ability to top guidance if volume trajectory continues. Reiterate Buy rating and raising PT to $11.50 (from $9.50) on 7x EV/EBITDA + $1 NOL value on strong outlook."
    Given that backdrop, I can only assume that some hedge fund is selling indiscriminately today to fund redemptions because elsewhere in their portfolio they were long gold or something else equally stupid. RadNet's third quarter was OUTRAGEOUSLY good and the outlook equally so. I guess we just have to wait until the hedge fund idiot is done selling. Nice opportunity for longs to top up before the move to over $10


  • Just to be clear, EPAM just put up a solid beat and raise quarter. Q4 EPS guidance was well above consensus. If the stock is down, it's almost certainly because some hedge fund idiot is liquidating their position because of trouble in some POS like Herbalife or Twitter.

    Grab more EPAM shares while you can!


34.02+0.23(+0.68%)Nov 26 4:00 PMEST

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