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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Rich1 who wrote (57742)10/26/2000 4:37:39 PM
From: Jorj X Mckie  Read Replies (1) of 63513
 
Aether Systems (AETH) 94 1/8 -6 1/2: Reports Q3 loss of $0.40 a share, $0.25 better than the First Call consensus of ($0.65);
revenues rose 988.0% to $16.22 mln from a year-ago of $1.49 mln; see press release.

Varian Semi (VSEA) 23 1/2 +2 33/64: Reports Q4 earnings of $1.06 a share, $0.11 better than the Zacks consensus of $0.95, vs
year-ago earnings of $0.07; revenues rose 113.0% to $228.92 mln from a year-ago of $107.48 mln; see press release.

SmartDisk (SMDK) 9 7/8 -1 3/16: Reports Q3 earnings of $0.12 a share, $0.01 better than the Zacks consensus of $0.11, vs
year-ago earnings of $0.05; revenue of $32.7 million, represented a 184% increase over revenue of $11.5 million for the same quarter
last year. SmartDisk expects revenues to increase about 120% over the $14.9 million reported in the fourth quarter of 1999; see press
release.

P-COM (PCOM) 4 7/8 unch: Reports Q3 loss of $0.03 a share, $0.01 better than the First Call consensus of ($0.04); revenues
rose 48.6% to $59.54 mln from a year-ago of $40.06 mln; see press release.

Amgen (AMGN) 68 1/2 -1/8: Reports Q3 earnings of $0.29 a share, $0.01 better than the First Call consensus of $0.28, vs
year-ago earnings of $0.25; revenues rose 12.1% to $949.50 mln from a year-ago of $847.20 mln; see press release.

NorthPoint Comms (NPNT) 5 15/16 -1/4: Reports Q3 loss of $0.94 a share, $0.02 worse than the First Call consensus of ($0.92);
revenues rose 424.8% to $30.09 mln from a year-ago of $5.73 mln; see press release.

Mail.Com (MAIL) 4 1/2 +3/16: Reports Q3 loss of $0.55 a share, $0.01 better than the First Call consensus of ($0.56); revenues
rose 453.4% to $18.54 mln from a year-ago of $3.35 mln; see press release.

Inktomi (INKT) 83 -13/16: Reports Q4 earnings of $0.07 a share, $0.02 better than the First Call consensus of $0.05. Revenues
for the quarter totaled $78.6 million, a 190 percent gain over revenues of $27.1 million for the comparable quarter in the last year; see
press release.

Ingram Micro (IM) 13 1/4 +1/16: Reports Q3 earnings of $0.26 a share, $0.01 better than the First Call consensus of $0.25, vs
year-ago earnings of $0.12. Revenue was $45.5 million, representing an increase of 61% from $28.3 million in the second quarter of
2000 and an increase of 244% from $13.2 million in the third quarter of 1999; see press release.

Clarent (CLRN) 27 3/4 +2 1/16: Reports Q3 earnings of $0.04 a share, $0.07 better than the First Call consensus of ($0.03);
revenues rose 244.2% to $45.52 mln from a year-ago of $13.23 mln; see press release.

JDS Uniphase (JDSU) 74 7/16 +3 7/16: -- Update -- Trading up 2 9/16 after hours to 77.

AES Corp (AES) 51 -1/2: Reports Q3 earnings of $0.29 a share, in line with the First Call consensus of $0.29, vs year-ago earnings
of $0.15; revenues rose 107.9% to $1.76 bln from a year-ago of $0.85 bln; see press release.

theglobe.com (TGLO) 25/32 - 1/32: Reports Q3 loss of $0.33 a share, $0.03 better than the Zacks consensus of ($0.36); revenues
rose 36.7% to $6.70 mln from a year-ago of $4.90 mln; see press release.

NBC Internet (NBCI) 5 3/32 +3/32: Reports Q3 loss of $0.88 a share, $0.12 better than the Zacks consensus of ($1.00). Revenue
revenue of $31.3 mln was an increase of 58% over pro forma revenue of $19.8 mln for the third quarter of 1999; see press release.

Electr Data Sys (EDS) 44 7/8 -1 1/16: Reports Q3 earnings of $0.59 a share, $0.01 better than the First Call consensus of $0.58,
vs year-ago earnings of $0.51; revenues rose 0.8% to $4.75 bln from a year-ago of $4.71 bln.

F5 Networks (FFIV) 26 3/4 -1/4: -- Update -- Company says Q1 revenue target is $41-43 mln and EPS is $0.16-0.18. First Call
mean for Q1 is $0.18.

F5 Networks (FFIV) 26 3/4 -1/4: Reports Q4 earnings of $0.16 a share, in line with the First Call consensus of $0.16, vs year-ago
earnings of $0.11; revenue of $36.6 million was up 25% from the prior quarter and 166% from the fourth quarter of 1999; see press
release.

JDS Uniphase (JDSU) 74 1/2 +3 1/2: -- Update -- Revenues of $786.5 mln were up 241.8% from $230.1 mln in the year-ago
period; revenue estimates were in the $750-760 mln range.

JDS Uniphase (JDSU) 74 1/2 +3 1/2: Reports Q1 earnings of $0.18 a share, $0.02 better than the First Call consensus of $0.16, vs
year-ago earnings of $0.08; see press release.

Sapient (SAPE) 31 +1/16: Reports Q3 earnings of $0.12 a share, in line with the First Call consensus of $0.12, vs year-ago earnings
of $0.08. Revenue of $138.1 million was an 89% increase over revenue of $73.0 million in the third quarter of 1999; see press release.

Transaction Sys (TSAI) 84 -2 5/8: Reports Q4 earnings of $0.11 a share, in line with the Zacks consensus of $0.11, vs year-ago
earnings of $0.38. Revenue for the quarter was $82.2 million, down 11%; see press release.

Art Tech Grp (ARTG) 84 -2 5/8: Reports Q3 earnings of $0.07 a share, $0.02 better than the First Call consensus of $0.05.
Revenues of $46.3 mln were up 472% over last year; see press release.

Lucent Tech (LU) 21 +7/8: Announces a $75 mln CDMA wireless network contract in Jamaica from customer, Centennial
Communications (CYCL); see press release.
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