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Strategies & Market Trends : Angels of Alchemy

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To: 2MAR$ who wrote (17761)10/19/2000 5:00:03 AM
From: SirRealist  Read Replies (2) of 24256
 
Funny guy; I just sent out this, not as complete as yours:

(Thx, 2MAR$)
____________________________________________

Besides the earnings of MSFT, AOL and SUNW, which I'd recount as average going forward (meaning nothing great nor lousy that has not been priced in), there were a few others. I have no idea what expectations were for most of these. I read the reports though, and will give the briefest description... if you are interested, go check what the First Call & whisper numbers were.

GIGX- good & will be profitable next qtr
IFMX- down, with return to profitability next qtr
MACR- Excellent.
ALLR- sucked.
EXTR- good
DMRC- losses awful
SPRT- growing revs, growing losses
SWCM- good, became profitable, 11/17 vote on merger with (see next)
PHCM - which had an increase in losses
NEON- excellent
AKAM- beat estimates but losses still breathtaking.
ARBA excellent; future may be less so.
CTXS- Ugh.
CNXT- flat and nr. future not rosy.
CHRT- good.
BVSN - good
HLIT- bad. An optical lacking vision.
QLGC- excellent.
XICO- decent
NTRO- great
AHAA- great
MRCY- decent
CRUS-good & excellent going forward
VTSS- good though less per share than previous
SNDK- excellent, now & ahead
TUTS-excellent
NEWP- excellent & excellent future
BRCM-excellent, though acquisition & exercise of stock options put it temporarily in the red.
NXTV- increasing revs, declining losses; sector woes may impact
ASYT- great but increasing expenses keep it flat next qtr
AUGT-Fine, but no increase next qtr
BEOS- declining revs, declining losses; prospect for 2001
AXNT- good, is being acquired by (see next)
SYMC- good
INSN- became profitable
LTBG-good
WGRD- became profitable; very good
IRIX- good
TXN- next qtr same as this one
IMNX- decent
AAPL- missed by penny after pre-warning, next qtr to be "slightly profitable"
NOK- came out a wk early; excellent now & forward.
PLCM- excellent
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