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Strategies & Market Trends : Galapagos Islands

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To: Jorj X Mckie who wrote (7715)	10/17/2002 4:24:18 PM
From: Jorj X Mckie	Read Replies (1) of 57110

16:20 ET BRCM Broadcom reports in-line Q3 (12.45 +0.95) -- Update -- Reports Q3 pro forma loss of $0.03, in line with the Multex consensus; revs were $290.0 mln, vs consensus of $289.3 mln. 16:20 ET MSFT Microsoft guidance (50.75 +0.63) -- Update -- Company guides Dec qtr to $8.5-8.6 bln in revenues, above the Multex consensus of $8.45 bln; guides EPS to $0.45-0.46 vs consensus of $0.50; unclear if there are any unusual items in this EPS guidance. FY03 seen at $32.2-32.6 bln and $1.89-1.95 vs consensus estimates of $31.9 bln and $1.89. 16:17 ET SFA Scientific-Atlanta misses by 8 cents (13.33 -0.06) Reports Q1 (Sep) earnings of $0.13 per share, $0.08 worse than the Multex consensus of $0.21; revs were $311.6 mln, vs consensus of $361.3 mln. 16:17 ET PSFT PeopleSoft beats by $0.02 (16.36 +1.51) Reports Q3 earnings of $0.14 per share, $0.02 better than the Multex consensus. Revs fell 9.5% to $471.2 mln (consensus $469.76 mln). 16:17 ET MSFT Microsoft reports Q3 (50.75 +0.6) -- Update -- Reports EPS of $0.50 and revenues of $7.75 bln, well ahead of Multex consensus estimates of $0.43 and $7.1 bln; haven't yet confirmed that $0.50 figure is comparable to estimates, though revenues clearly beat.

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