Thursday, October 11, 2007

polycorpse

what's this? Polycom's margins are getting squeezed? "If sales will increase 37% this quarter, even as the more forgiving "pro forma" flavor of earnings increases only about 26%, I'd say that suggests some margin compression. Such a squeeze would seem to conflict Polycom's assertion that its strongest growth is coming in its most profitable business line"
 -- http://www.fool.com/investing/general/2007/10/08/paltry-prediction-pummels-polycom.aspx

huh.

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