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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (16466)	3/18/2003 3:09:31 PM
From: Bill Harmond	Read Replies (2) of 57684

15:05 ET ORCL Oracle earnings preview (12.14 -0.20) Oracle reports its Q3 after the market close today with Multex consensus estimates at EPS of $0.10 and revs of $2.3 bln. We are hearing mixed views from the street on what to expect from the company's call slated after the close. Lehman recently cited concerns over license revenues being potentially "weak" in light of feedback from its industry sources suggesting Feb was a tougher month than expected. Most analysts expect guidance to be somewhat cautious given the current geopolitical uncertainty associated with the macroeconomic environment.

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