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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject4/25/2001 4:56:32 PM
From: besttrader   of 37746
 
Quest Software (QSFT) 28.87 -2.05: Reports Q1 earnings of $0.06 a share, $0.01 better than the First Call consensus of $0.05, vs
year-ago earnings of $0.02; revenues rose 119.7% to $63.11 mln from a year-ago of $28.73 mln.

Polycom (PLCM) 18.97 +0.04: Reports Q1 earnings of $0.18 a share, $0.01 better than the First Call consensus of $0.17, vs
year-ago earnings of $0.13; revenues rose 27.3% to $96.22 mln from a year-ago of $75.55 mln.

Symantec (SYMC) 57.27 -0.31: -- Update -- On conference call, says if currency exchange rates remained constant with yr-ago levels,
Q4 revenue growth would have been 19%; Fiscal Q1 guidance is for revenues to be between $255-$263 mln (consensus $263.16 mln)
and EPS to be between $0.62-$0.67 (consensus $0.68)... projects revenues of $1.1-$1.2 bln for FY02 (20-25% growth and versus
consensus of $1.143.4 bln) and EPS of $3.00-$3.25 (30-38% growth and versus consensus of $3.10)... SYMC +0.73

Ask Jeeves (ASKJ) 2.14 +0.13: Reports Q1 loss of $0.40 a share, $0.13 better than the First Call consensus of ($0.53); revenues
rose 7.5% to $19.08 mln (consensus $19.7 mln) from a year-ago of $17.76 mln. Company expects Q2 revenues of $17 mln and loss of
$0.33 vs consensus of $23 mln and -$0.42.

Affymetrix (AFFX) 35.50 +1.59: Company guiding total FY01 revenues to low end of prior guidance, which was $260-$290 mln
range - current consensus estimate is $285 mln... Expects gross margins to be relatively flat over the next couple of quarters.

PurchasePro.com (PPRO) 4 -2.22: -- Update -- After warning and announcing this morning that it will announce results today, PPRO
just announced that it will postpone its earnings announcement to Thursday, April 26, 2001, prior to the market opening. PPRO
announced a new CFO yesterday.

eSpeed (ESPD) 23.90 +0.46: Reports Q1 loss of $0.04 a share, $0.01 better than the First Call consensus of ($0.05); revenues rose
77.8% to $43.12 mln (consensus $40 mln) from a year-ago of $24.25 mln. Company sees Q2 loss of $0.02-0.03 vs consensus of -0.03
and FY01 loss of $0.01-0.05 vs consensus of -$0.04.

Symantec (SYMC) 57.27 -0.31: Reports Q4 earnings of $0.62 a share, $0.01 better than the First Call consensus of $0.61, vs
year-ago earnings of $0.55. Revenue increased 15% to $250.6 million.

QUALCOMM (QCOM) 62.98 +3.48: Reports Q2 earnings of $0.29 a share, in line with the First Call consensus of $0.29, vs
year-ago earnings of $0.26; revenues rose 9.9% to $713.26 mln from a year-ago of $648.75 mln. Company sees Q3 EPS of $0.21 vs
consensus of $0.32 and FY01 EPS of $1.05 vs consensus of $1.25; says it is "very optimistic" about its prospects for FY02.

InfoSpace.com (INSP) 3.91 +0.36: Reports Q1 loss of $0.02 a share, $0.02 better than the First Call consensus of ($0.04), vs
year-ago earnings of $0.04; revenues rose 20.1% to $46.57 mln (consensus $46 mln)from a year-ago of $38.78 mln.

PeopleSoft (PSFT) 30 +0.01: Reports Q1 earnings of $0.11 a share, $0.02 better than the First Call consensus of $0.09, vs year-ago
earnings of $0.04. Total revenue increased 34% over Q1 of last year to $503 mln.

Foundry Networks (FDRY) 10.37 +0.57: Reports Q1 earnings of $0.04 a share, in line with the First Call consensus of $0.04, vs
year-ago earnings of $0.15; revenues rose 17.9% to $82.55 mln from a year-ago of $70.01 mln. Company offers no further guidance in
its press release.
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