Merrill Lynch Teleconf 4/5: Technology Sector Outlook
New York, April 5, 2000 (Bloomberg) -- Merrill Lynch & Co. analysts Joseph Osha, Eric Rothdeutsch, Michael Ching,
Tom Watts, Jerry Labowitz, Steve Fox, Steve Fortuna, Steve Milunovich, Steve McClellan, Chris Shilakes, Mark
Fernandes, Henry Blodget, Thatcher Thompson and Jay Vleeschhouwer speak on a teleconference about first-quarter
earnings outlook for technology firms.
02:11 Milunovich's opening remarks on technology stock movements 01:41 Osha: semiconductor company earnings
forecasts, challenges 00:57 Osha: forecasts for Intel, Texas Instruments and others 01:52 Rothdeutsch on semiconductor
picks: Xilinx, TriQuint 01:25 Ching: telecom equipment companies: Motorola, Lucent 01:58 Ching's view on Qualcomm,
other equipment companies 00:31 Watts: Internet and data services sector earnings outlook 01:34 Watts: Savvis
Communications, Aether Systems, Metricom 02:06 Labowitz: outlook for connectors, passive-components sector 00:35
Labowitz: electronics manufacturing services sector 01:27 Fox: wire, cable distribution companies like Corning 03:31
Fortuna on PC sector earnings: Dell, Gateway, Apple, Compaq 01:17 Milunovich: server makers: Hewlett-Packard,
Sun, EMC 00:52 Milunovich: Unisys' profit warning; IBM, Lexmark earnings 01:42 McClellan: computer services
earnings, stock valuations 00:48 McClellan: DST Systems, Galileo International, EDS 00:24 Thompson discusses
business services stocks and outlook. 00:37 Thompson recommends QRS, Acxiom and Profit Recovery Group. 00:25
Thompson: Corporate Executive Board, Ciber earnings outlook 00:41 Shilakes: enterprise and e-commerce software
sector; Ariba 02:47 Shilakes' picks: Mercury Interactive, Pivotal, CyberSource 00:33 Fernandes: Web infrastructure
management company earnings 00:27 Fernandes: earnings outlook for Veritas Software, VeriSign 01:53 Blodget:
Internet companies: America Online, Yahoo! 01:49 Vleeschhouwer: technical, design software; Parametric 00:36
Milunovich opens the teleconference for questions. 01:17 Questions: Milunovich on Network Appliance 03:46 Osha,
Ching, Milunovich: semiconductor stocks, Lucent, H-P 03:30 Milunovich, Ching: view on Research in Motion, Andrew
Corp. 03:38 McClellan, Labowitz: Fiserv; electronics manufacturing 02:57 Ching, McClellan, Milunovich: Netro, Sabre;
closing remarks
For company information see INTC US, TXN US, XLNX US, TQNT US, MOT US, LU US, QCOM US, SVVS
US, AETH US, MCOM US, GLW US, DELL US, GTW US, AAPL US, CPQ US, HWP US, SUNW US, EMC
US, UIS US, IBM US, LXK US, QRSI US, ACXM US, ARBA US, VRTS US, VRSN US, AOL US, YHOO US
<Equity> BQ. For related news see NI codes: TEC, SEM, TEL, SOF, INTERNET. -- Bloomberg Multimedia (609)
279-4455 (CN/JL)
Running time 49:47.
Apr/07/2000 10:42
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