NT降到接近$3美元时，这里好像没人进：
- 主题发起人 土鳖虫
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Re: Re: NT降到接近$3美元时，这里好像没人进：
介绍你读一篇最新的文章吧：
NT’s newest update provides our shareholders with great news.
Based on the info that net earnings in 2003 will be reduced only about 28% and that about only 18% of the 2003 reductions will affect continuing operations, the impacts of the restatement on NT’s 2003 net income from continuing operations have become insignificant. If NT had known this several months ago, there would have been no executive firing that triggered the criminal investigations. NT longs should remember how the stock crashed when the bad news was out, and should also see how the stock will recover after the good news is finally factored in.
Some people may say they don’t care 2003’s profitability. Wrong! Before the job cut is completed to significantly reduce costs, 2003’s profitability provides best info to predict 2004’s profitability given projected revenue. We now know from the newest update that the second half of 2003 net earnings will be slightly higher the previously reported. So we are now more confident that NT should have a highly profitable second half of 2004 since the second half of 2004 should be at least as profitable as that of 2003, if not more profitable, given slightly increased revenues.
NT shorts dreams that Q3 2004 is poor and it will create a significant downside next Monday. However, the Q3 may not be bad at all. The Q3 revenue was lower than Q2 revenue. But this may not be a big deal. In last year, the reported Q3 revenue ($2.27 billion) was also lower than the Q2 revenue ($2.34 billion). If Q3 2004 was profitable, Q3 2004 can also be profitable. NT longs should not worry even if Q3 was not profitable. A profitable Q3, a break-even Q3 or a money-losing Q3 plus a strong Q4 estimate will all make NT to soar next Monday.
CSCO’s interest in NT has put NT’s stock in a win-win situation. Everyone knows NT will be at least US$ 5 if CSCO becomes NT’s partner or buys NT. Now it is clear that CSCO wants the relationship even before NT clears its account troubles. Whether the relationship can be established or not depends on NT. If NT had the troubles suggested by the shorts, NT would agree on the relationship for the gain. Non relationship would mean NT believes it has better opportunities that would generate a much better gain of NT stock.
Everything has become increasingly positive for NT. NT longs, your stock has already gained more than 30% in the last 3 weeks. But that is only a start. Another 70% gain will follow in next 2 months. NT Shorts, you could have already been out of the trouble if you had taken only educated risks and covered at any profit-taking opportunities. But it is still not too late. Reacting now would be much better than later.
介绍你读一篇最新的文章吧：
NT’s newest update provides our shareholders with great news.
Based on the info that net earnings in 2003 will be reduced only about 28% and that about only 18% of the 2003 reductions will affect continuing operations, the impacts of the restatement on NT’s 2003 net income from continuing operations have become insignificant. If NT had known this several months ago, there would have been no executive firing that triggered the criminal investigations. NT longs should remember how the stock crashed when the bad news was out, and should also see how the stock will recover after the good news is finally factored in.
Some people may say they don’t care 2003’s profitability. Wrong! Before the job cut is completed to significantly reduce costs, 2003’s profitability provides best info to predict 2004’s profitability given projected revenue. We now know from the newest update that the second half of 2003 net earnings will be slightly higher the previously reported. So we are now more confident that NT should have a highly profitable second half of 2004 since the second half of 2004 should be at least as profitable as that of 2003, if not more profitable, given slightly increased revenues.
NT shorts dreams that Q3 2004 is poor and it will create a significant downside next Monday. However, the Q3 may not be bad at all. The Q3 revenue was lower than Q2 revenue. But this may not be a big deal. In last year, the reported Q3 revenue ($2.27 billion) was also lower than the Q2 revenue ($2.34 billion). If Q3 2004 was profitable, Q3 2004 can also be profitable. NT longs should not worry even if Q3 was not profitable. A profitable Q3, a break-even Q3 or a money-losing Q3 plus a strong Q4 estimate will all make NT to soar next Monday.
CSCO’s interest in NT has put NT’s stock in a win-win situation. Everyone knows NT will be at least US$ 5 if CSCO becomes NT’s partner or buys NT. Now it is clear that CSCO wants the relationship even before NT clears its account troubles. Whether the relationship can be established or not depends on NT. If NT had the troubles suggested by the shorts, NT would agree on the relationship for the gain. Non relationship would mean NT believes it has better opportunities that would generate a much better gain of NT stock.
Everything has become increasingly positive for NT. NT longs, your stock has already gained more than 30% in the last 3 weeks. But that is only a start. Another 70% gain will follow in next 2 months. NT Shorts, you could have already been out of the trouble if you had taken only educated risks and covered at any profit-taking opportunities. But it is still not too late. Reacting now would be much better than later.
deepbluesee
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我现在觉得NT最危险的时候好象过去了. 从现有的数据来看, 可以少量买如一些. 但还是别重仓. 我打算买个1-2千股看看.
股市对下面这条消息怎么反应? 土鳖虫老兄可有高见?
加拿大北电公布04年Q3结算 营业额约23亿美元
【日经BP社报道】加拿大的北电网络公司于当地时间12月14日公布了2004年第3季度的暂定结算（未审计）。预计营业额为22.7亿美元，每股纯亏损金额为6美分。在此之前，该公司曾数次推迟公布结算报告。
本季度纯亏损中包含与印度无线合同相关的投资费用（每股纯亏损金额为约3美分）和与精简整顿相关的特别费用（每股纯亏损金额为约2美分）。
本季度毛利润为约8亿4000万美元（毛利润率为约37％）。
该公司还公布了今后的业绩预测，预计“ 2004年第4季度的营业额将在28亿～29亿美元之间，2004年全年的营业额将在101亿～102亿美元之间”。
该公司还宣布调整2004年第1～2季度及2001～2003年全年的结算。2004年第1季度的营业额调整为24.6亿美元，第2季度的营业额调整为25.9亿万美元。上一次公布的报告分别为25亿美元和26亿美元。
另外，调整后2001年全年的营业额为189亿4000万美元，2002年为108.3亿美元，2003年为102.7亿美元。
上述数值为未经审计的暂定数值。该公司计划2005年1月10日公布最终结算调整报告。
加拿大北电公布04年Q3结算 营业额约23亿美元
【日经BP社报道】加拿大的北电网络公司于当地时间12月14日公布了2004年第3季度的暂定结算（未审计）。预计营业额为22.7亿美元，每股纯亏损金额为6美分。在此之前，该公司曾数次推迟公布结算报告。
本季度纯亏损中包含与印度无线合同相关的投资费用（每股纯亏损金额为约3美分）和与精简整顿相关的特别费用（每股纯亏损金额为约2美分）。
本季度毛利润为约8亿4000万美元（毛利润率为约37％）。
该公司还公布了今后的业绩预测，预计“ 2004年第4季度的营业额将在28亿～29亿美元之间，2004年全年的营业额将在101亿～102亿美元之间”。
该公司还宣布调整2004年第1～2季度及2001～2003年全年的结算。2004年第1季度的营业额调整为24.6亿美元，第2季度的营业额调整为25.9亿万美元。上一次公布的报告分别为25亿美元和26亿美元。
另外，调整后2001年全年的营业额为189亿4000万美元，2002年为108.3亿美元，2003年为102.7亿美元。
上述数值为未经审计的暂定数值。该公司计划2005年1月10日公布最终结算调整报告。
deepbluesee
新手上路
- 注册
- 2002-12-19
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也许最好的买入时机是明年初. 到年底了有很多人要出了NT 好CLAIM 亏损.
