SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 695.16+0.2%Jan 12 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: j g cordes who wrote (38696)12/31/2002 9:46:45 AM
From: j g cordes  Read Replies (1) of 69708
 
Two interesting Briefing notes:

08:54 ET IBM Q4 results could be above consensus - Soundview (IBM) 77.36: -- Update -- Soundview says that checks indicate IBM's Q4 earnings could come in closer to firm's est of $1.36 rather than consensus of $1.30; believes the U.S. finished above plan and services rev grew 4% YoY (excluding PwCC), and firm forecasts record services bookings for 2002 on the heels of several recent large deals, which suggest that the large deal logjam appears to be breaking up.

07:12 ET Consolidation in software industry may be underway - WSJ : The Wall Street Journal's "Heard on the Street" column says that the long-awaited consolidation of the software industry may finally have begun, citing recent acquisitions by IBM, YHOO, VRTS, COGN, and SY; one fund manager's picks include CPWR, BEAS, and CTXS, while another sees LGTO and NETE as likely acquisition candidates.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext