Seeking Alpha
  • Michael Bryant
    Flash drive maker STEC reports after the bell on Tuesday, 11/8. Estimates too low. $0.10/share vs. $0.31 a year ago.
    11/5/11
    Reply (10)
    • Michael Bryant: STEC 2nd quarter was $0.23/share vs. $0.09 a year ago.
      11/5/11
    • TruffelPig: You mean buy before earnings? Risky this year.....
      11/5/11
    • TruffelPig: TTMI misses, goes up; WLL beats, goes down......
      11/5/11
    • Michael Bryant: Yes, it is a risk you take. Stock direction on earnings is not only if it beats or misses, but if it satisfies investor expectations.
      11/5/11
    • Michael Bryant: Also the guidance counts. Cisco (CSCO) always beat estimates but gave a poor guidance.
      11/5/11
    • TruffelPig: Anyhow thanks!
      11/5/11
    • TruffelPig: Wow, STEC got slaughtered last two earnings. Reduced guidance.
      11/5/11
    • golfitobob: Seagate in SWEET spot ! They will supply AAPL an the like ! They got the must haves
      11/6/11
    • Michael Bryant: Thought AAPL was going to flash drives, not disk drives. Disk drives are a thing of the past.
      11/6/11
    • golfitobob: They have a larger product line an they have stuff they all use now for mobile !
      11/6/11