Stockman Scott's Political Debate Porch Message Board

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Politics : Stockman Scott's Political Debate Porch

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To: SOROS who started this subject	7/17/2002 5:25:06 PM
From: Sully-	Read Replies (2) of 89467

17:23 ET IBM affirms full year guidance (IBM) 70.69 +1.68: -- Update -- On call, company says the current consensus estimate of $4.00 per share (excluding charges) this year is "about right." However, Multex consensus is $4.10, but management made it sound as if the new model of continuing ops is in line with consensus... Also, the downside in IT demand is being offset by changes made at IBM... stock at 70.99. 17:22 ET Siebel Systems misses by three cents (SEBL) 11.74 +0.36: Reports Q2 (Jun) earnings of $0.06 per share, $0.03 worse than the Multex consensus of $0.09; revenues fell 27.6% year/year to $405.6 mln vs the $439.6 mln consensus.

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