RE: [CANSLIM] ADVP

From: "Krueger, Kevin" <Kevin.Krueger@cardinal.com>
Subject: RE: [CANSLIM] ADVP
Date: Thu, 24 Jul 2003 15:11:38 -0500

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Marc,

From DJ News on NSCN -=20

"Revenue growth of 77% is still very impressive in this market, but a =
slowdown in deferred revenue, margin compression and revenue guidance at =
to slightly below the street for next quarter will likely cause shares =
to retreat from their lofty valuation," wrote J.P. Morgan analyst =
Sterling Auty. His note indicated no conflicts of interest around the =
company.=20

Citing an expected slowdown in sales in some Asia Pacific countries in =
the September quarter in a kind of delayed reaction to the SARS =
outbreak, NetScreen said it expects revenue for the period to be about =
$66.9 million to $68.2 million, compared with the First Call estimate of =
$68.2 million.

"We like NetScreen, but the stock has been priced on extremely =
aggressive upside expectations, in our view," wrote Merrill Lynch's =
analyst Ed Maguire in a research note Thursday morning. "We think a =
reset of assumptions could be healthy in establishing a more reasonable =
base going forward."

=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D

So it seems like more than a few investors took the analysts opinion . . =
.

- -Kevin

- -----Original Message-----
From: Marc Deiter [mailto:dites@yahoo.com]
Sent: Wednesday, July 23, 2003 10:47 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] ADVP

Duane,
Same situation for NSCN today - earnings came out after the close.=20
NSCN was up $1.15 during the trading day.  Earnings were announced
after hours, $0.18 per share diluted vs -$0.03 per share same quarter
last year.  Sales went from $36 to $64 million.  The stock dropped
more than $4 after hours.

The only explanations for this situation that I am aware of is that
some were expecting better results and those expectations had been
built into the stock price.  Or perhaps there is something else in
the earnings announcement that stated a lowering of expectations for
a future period.

- --- Duane Runnels <drunnels@kiva.net> wrote:
> Anybody here following ADVP?
> Earnings came out today after the close and from what I can tell
> they're record earnings.  Why then is the stock down $1.32 in after
> market trading on only 45k volume?  Who do you think is getting out
> and why?  Can anybody explain?  Thanks.
>=20

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