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  • Syntax-Brillian: Time to Hit the Snooze Button [View article]
    "Thus, for Sony to even break even, they have to have higher margins thatn BRLC."

    Steve, I wished I understood what you mean by the statement above. May be you can research the comparative profitability in this industry to get an idea of what everyone's profit margins are

    By the way, as for your point 1 above, I was contending that LCoS accounted for a substantial number of BRLC employees, that have been let go. This will reduce SG&A significantly. I guess you do not see it this way. We will just have to wait for the next quarterly report to prove you wrong

    Also for a little perspective, 1% of revenues for BRLC amounts to 7 cents eps. So don't be so dismissive. You may have made many assumptions that you think are insignificant but they have profound impact on the final eps number. As such, your eps estimate has a very large margin of error and cannot be used for any basis for investment

    Your point number 2 does not clarify or reject what I said and there is nothing for me to add

    Good luck
    arohanvalue.blogspot.c...
    Dec 07 22:30 pm |Rating: 0 0
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