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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (56816)	1/23/2003 12:24:35 AM
From: stockman_scott	Read Replies (1) of 65232

Hi Dealie: Hope you stay warm...we've actually had some borderline blowout numbers in enterprise software this time around...fyi... 4:27PM PeopleSoft beats by $0.04 on revenue upside (PSFT) 17.47 -0.05: Reports Q4 (Dec) earnings of $0.18 per share, $0.04 better than the Multex consensus of $0.14; revenues fell 5.1% year/year to $512.3 mln vs the $482.3 mln consensus. 5:24PM Check Point Sftwr issues Q1 guidance (CHKP) 13.98: -- Update -- On call, Check Point (CHKP) expects Q1 revenue of $104-106 mln and EPS of $0.24-0.25, slightly above the Multex consensus estimates of $104.3 mln and $0.24 respectively... Management added that it sees double digit revenue growth in 2H03 over 2H02. 4:51PM BroadVision beats by $0.15 (BVSN) 3.85 -0.16: Reports Q4 (Dec) earnings of $0.11 per share, $0.15 better than the Multex consensus of ($0.04); revenues fell 41.2% year/year to $28.8 mln vs the $28.0 mln consensus. (broadvision not a major player anymore but since this is in the very important niche of web storefronts and web selling, I think it is significant) 5:52PM Siebel Systems tops Q4 consensus (SEBL) 8.39 +0.31: Reports Q4 (Dec) earnings of $0.05 per share, $0.01 better than the Multex consensus of $0.04; revenues fell 19.1% year/year to $394.7 mln vs the $369.7 mln consensus.

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