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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (556)10/16/2001 4:20:43 PM
From: Sully-   of 99280
 
16:17 ET Rambus (RMBS) 11.72 +0.10: -- Update -- Reports Q4 net of $0.06, two cents better than the Multex consensus; revenues were $27.9 mln vs consensus of $27.5 mln; company also authorizes share buyback of up to 5 mln shares.

16:17 ET Pixelworks (PXLW) 14.13 +0.40: Posts Q3 net of $0.09 a share, $0.01 better than consensus, vs yr-ago EPS of $0.06. Rev rose 58% to $24.1 mln (mean $25.3 mln). Company lowers Q4 rev guidance to approx $24 mln (mean $28.1 mln).
16:16 ET Veritas Software (VRTS) 29.43 +1.50: Reports Q3 (Sep) earnings of $0.12 per share, in line with the Multex consensus of $0.12; reports Q3 revenue of $340 mln versus the consensus estimate of $345 mln.

16:15 ET i2 Technologies (ITWO) 5.69 +0.05: Reports Q3 loss of $0.13, in line with First Call but a penny shy of Multex consensus; revenues were $194.1 mln vs Multex consensus of $215.5 mln; company also plans to reduce staff by 1,000 by early 2002.

16:13 ET Millennium Pharm (MLNM) 23.00 +0.26: Reports Q3 (Sep) loss of $0.04 per share, $0.11 better than the Multex consensus of ($0.15); reports Q3 revenue of $82.2 mln versus the consensus of $62.2 mln.

16:11 ET RF Micro Device (RFMD) 24.43 +0.90: Company reports Q2 net of $0.01 a share, $0.01 better than consensus, vs yr-ago EPS of $0.10. Rev. was $98.3 mln (mean $92.7 mln), up 40.3% sequentially and off 4% yr/yr... forecasts Q4 rev of appox $99-$103 mln (mean $101.1 mln) and EPS of $0.01-$0.02 (mean $0.02). During qtr company experienced demand from multiple handset customers across all major air interface standards.

16:11 ET Mercury Interactive (MERQ) 27.46 -0.21: Reports Q3 earnings of $0.11 per share; $0.01 better than the consensus; reports Q3 revenue of $84.0 mln versus the consensus of $82.4 mln; during the quarter, company repurchased 783,500 shares for approximately $16.0 million.
16:10 ET DeVRY (DV) 34.70 +0.31: Reports Q1 (Sep) earnings of $0.20 per share, $0.01 worse than the Multex consensus of $0.21; revenues rose 18.5% year/year to $154.6 mln vs the $152.7 mln consensus.

16:07 ET Advent Software (ADVS) 42.87 -1.60: Reports Q3 earnings of $0.14 per share, $0.05 worse than the consensus; reports Q3 revenue of $39.2 mln versus the consensus estimate of $38.5 mln; views quarter as a "one-time anomaly" and says it seems to be "back on track as the fourth quarter is already off to a good start"; nothing in terms of formal guidance.

16:07 ET IBM (IBM) 101.85 -0.15: -- Update -- Reports Q3 net of $0.90, a penny better than the First Call consensus but in line with Multex; revenues of $20.4 bln were below the Multex consensus of $20.93 bln.
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