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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Douglas Nordgren who started this subject10/15/2001 2:40:31 PM
From: Gus  Read Replies (1) of 4808
 
BELLWEATHER REVENUE TRENDS
(in Billions)

QTR EMC SUNW ORCL DELL INTC MSFT CSCO IBM

Next
Quarter
Estimates

Hi 1.9 3.1 3.0 7.9 7.2 7.6 4.7 26.5
Low 1.5 3.0 2.6 7.4 6.6 6.6 4.0 22.6
Ave. 1.6 3.1 2.7 7.6 6.9 7.3 4.3 24.3

Current
Quarter
Estimates

Hi 1.8 3.5 2.7 7.5 6.6 6.5 4.3 21.3
Low 1.2 2.8 2.4 6.9 6.3 6.0 4.0 19.9
Ave. 1.6 3.0 2.5 7.3 6.4 6.2 4.2 20.8

Previous
Quarters

1 2.0 4.0 2.2 7.6 6.3 6.5 4.3 21.6
2 2.3 4.1 2.7 8.0 6.7 6.5 4.7 21.0
3 2.6 5.1 2.7 8.7 8.7 6.6 6.7 25.6
4 2.3 5.0 2.3 8.3 8.3 5.8 6.5 21.8
5 2.1 5.0 3.4 7.7 7.7 5.8 5.7 21.7
6 1.8 4.0 2.4 7.3 8.0 5.7 4.9 19.3

Notes:

1) Everybody's revenues peaked around the 12/00 quarter.

2) The number of estimates for next quarter is much less
than the number of estimates for the current quarter
reflecting the lack of visibility and guidance.

3) The broad-based decline has spared no one and
near-term recovery seems spotty at best.
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