BThomasWP
Bio: Long/Short Equity Hedge Fund Manager focusing mostly on Tech and Healthcare. Refuge from large mutual fund complex.
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BThomasWP
$CSCO I would guess the EPS estimate will go up to around $0.31 (revs of $8.7b)...however, it's already priced it in over the past 2 wks.
Aug. 5 at 4:59 PM
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BThomasWP
$CSCO - 4 those out there that are too lazy to do the math..the consensus for the Sept quarter was already for revenues to be down 17%.
Aug. 5 at 4:58 PM
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BThomasWP
$CSCO forgot to raise guidance...didn't somebody tell them that everybody on the street was predicting a guide up?
Aug. 5 at 4:47 PM
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BThomasWP
CNBC can take down that banner about the 12th straight advance for NASDAQ now....thanks $MSFT.
Jul. 23 at 4:34 PM
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BThomasWP
IMO, $AMZN numbers are too light. They should have beat by $0.03 at least given historical margins and growth rates.
Jul. 23 at 4:24 PM
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BThomasWP
My patience on $CELG is finally starting to pay off. Revelimid sales up 22% YOY and Vidaza was up 54% - margins should continue to expand.
Jul. 23 at 9:09 AM
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BThomasWP
$AAPL always guides below the street..that's a given. My very rough EPS estimate for next qtr based on the $8.7 billion in revs is $1.55
Jul. 21 at 4:34 PM
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BThomasWP
$MRK - Januvia (diabetes) is the only other significant drug growing YOY (up 38%)...but it's only $460 million (or about 8% of sales)
Jul. 21 at 8:49 AM
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BThomasWP
$MRK beats on top & bottom line on strong Singulair sales (about 300 million above estiamtes). Expects $SGP merger to close in Q4.
Jul. 21 at 8:45 AM
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BThomasWP
Citi expecting PC shipments up 6-7% seq. in Q3 and Q4....normal seasonality is up 10-15% Wondering if $MSFT upgrade drives it higher? $$
Jul. 17 at 3:08 PM
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BThomasWP
Getting dinged a little today on my $BMI pos. The real question is if/when the stimulus money eventually finds its way 2 the utility cos.
Jul. 17 at 1:42 PM
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BThomasWP
$IBM says currency translation will become a tailwind in 2H09. Company hinting that 2010 EPS on track to exceed $10-$11/share.
Jul. 16 at 5:32 PM
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BThomasWP
$IBM Services revenues were down 2% to $9.1 billion (Bookings were $14 billion)
Jul. 16 at 4:49 PM
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BThomasWP
$IBM gross margins up 230bps YOY to 45.5% so w/ revenues down 13% YOY EPS still up 18%
Jul. 16 at 4:40 PM
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BThomasWP
@firstadopter How about you do $GOOG and I'll do $IBM?
Jul. 16 at 4:33 PM
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BThomasWP
What is CNBC talking about??? I don't see the revs ex TAC that low.. $GOOG
Jul. 16 at 4:05 PM
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BThomasWP
$GOOG revs inline but EPS higher than expect on cost controls...paid clicks up 15% slightly higher than most projected...
Jul. 16 at 4:02 PM
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BThomasWP
However, $INTC midpoint of rev guidance suggest 6% seq. growth. It's either conservative or an indicator that Q2 was inventory related.
Jul. 15 at 2:31 PM
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BThomasWP
Yesterday I said look for the street estimates for $INTC to come up to about $0.22 for Q3. http://bit.ly/sC0eb Looks like that is right!
Jul. 15 at 2:29 PM
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BThomasWP
$INTC - Look for the street to take current quarter's EPS numbers up around $0.20-$0.22 in the morning.
Jul. 14 at 4:19 PM
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BThomasWP
$INTC - I thought those numbers looked too conservative..gross margin guidance of 51-55% is way above the street estimate
Jul. 14 at 4:19 PM
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BThomasWP
$INTC will most likely beat as embedded margin assumptions across the street seem low..however at these valuations, is it priced in?
Jul. 14 at 3:44 PM
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BThomasWP
Hey all you $FAS and $FAZ junkies..be sure you are aware of this reverse split http://bit.ly/2DYK5M
Jul. 8 at 9:59 AM
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BThomasWP
Dan Niles (one of the better Semi analyst from back in the day) likes $EBAY and tech in general. Has been pretty accurate over the years.
Jul. 6 at 3:24 PM
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BThomasWP
I find it odd that $CRM heavily uses $GOOG apps but requires Internet Explorer in some situations and does not fully support Chrome.
Jun. 30 at 3:08 PM
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BThomasWP
Possibly, my best trade in the past 2 years may be my covering of $PALM short position...for a profit..2 bad I didn't reverse and go long.
Jun. 26 at 9:54 AM
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BThomasWP
Goldman AND ThinkEquity both out with pos notes on $ATVI - Saying pre-orders for Modern Warfare 2 are strong. Px tgts r $16 & $17 respec
Jun. 26 at 9:46 AM
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BThomasWP
Classic short squeeze in $AM - Extremely high volume... I will keep this on my radar and look to short in the next few days.
Jun. 24 at 3:13 PM
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BThomasWP
Met w/ Stifel MedTech Analyst this a.m. - Fav ideas are $MDT & $IMA -shying away from ortho names for fears of pullback on pricing concerns
Jun. 19 at 4:12 PM
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BThomasWP
$AAPL ready to upgrade iTunes in the future and break the Pre's ability to sync with it. Not good for $PALM. http://bit.ly/aamQD
Jun. 17 at 7:21 AM
