Tonigt's warnings, BBSW and ONXS.
Most of the software warnings have reported sales slightly below the September quarter, a few have reported sales as weak as last June. The list so far includes PKSI, ONXS, KANA, ARTG, ITWO, ARBA, BVSN, SYBS, ORCL, DCTM, FILE, BBSW, DMCX, EPNY, and MSTR, plus some I've no doubt missed. Of the list above, most reported sales at a level between the June quarter and the September quarter:
Really bad:
FILE - worst since March 1999
PKSI - worst since Dec 1999
Slightly below June 2000:
BVSN, SYBS, KANA, ONXS
Between June 2000 and Sept 2000:
ARTG, ARBA, DCTM, BBSW, DMCX, EPNY, and MSTR,
Better than Sept 2000
ITWO, ORCL |
