Preannouncing this quarter:
PKSI 5, down from 6.5 last quarter, and from 14 in December
PVTL 17, down from 22 last quarter, and from 26 in March
VITR 30, down from 34 last quarter, and from 42 in december
SBYN 42, down from 50.4 prior quarter
KANA 20, down from 35.6 prior quarter, and 59.7 last December
IWOV 43, down from 55 last quarter (but supposedly inked $15 million with IBM after close of quarter
ASCL 27, down from 36 last quarter
Expecting to meet or exceed prior guidance:
BRIO expects to meet guidance (32, up from 29 last quarter)
ACTU expects to meet guidance (about flat to slightly down)
DCTM 44, to exceed prior estimates
Already reported:
MANU 71, down from 90 last quarter
COGN 116.3 up sequentially from 108
VRTY 20.1 down sequentially from 41.2
Comments:
1. The big companies all lowered guidance without doing a warning, so I don't expect many of them to warn.
2. BI/OLAP stocks are clearly stronger than CRM or e-commerce.
3. I made a timely (er lucky?) buy of some INFA the other day at 3.79. I got some in the IPO and sold it not long afterwards, but have been watching ever since.
Carl |
