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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: lee kramer who wrote (50745)	7/15/1999 8:37:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

STMP.. and ALLR with 50% earnings surprise. as long as it doesn't bother you that STMP is officially a POS stock. ;-) I was flirting back and forth with CUST towards the close but decided to pass so I don't currently hold any position. So I got more ADRX (while waiting for DISH) and bidded by time by not shorting PHCM (I couldn't no uptick)... and while filing my nails I picked up some YHOO puts, got some more ALLR (I needed to fill the void from MACR).. All in all a nice close to a very eventful day. My only disappointment was ALLR which was down on Tuesday, spoiling a very good show and I hope people did enter this company after it proved it could and did rebound. Allaire Corporation Reports Record Second Quarter Results Quarterly Revenue Increases Over 50% CAMBRIDGE, Mass., July 15 /PRNewswire/ -- Allaire Corporation (Nasdaq: ALLR - news), the industry's leading independent Web application platform vendor, today reported record financial results for its second quarter ended June 30, 1999. Revenue for the quarter was $13.1 million, an increase of 172%, compared to revenue of $4.8 million for the second quarter of 1998 and an increase of 50%, compared to revenue of $8.7 million for the first quarter of 1999. Net loss for the second quarter of 1999, excluding merger related costs, was $213,000, ($0.02) per share, compared to a net loss of $3.8 million, ($0.49) per share, for the same period in 1998. Reported net loss for the second quarter of 1999 was $2.9 million, ($0.26) per share, compared to a net loss of $3.8 million, ($0.49) per share, for the same period in 1998. Revenue for the six months ended June 30, 1999 was $21.8 million, an increase of 144%, compared to revenue of $8.9 million for the same period in 1998. Net loss for the six months ended June 30, 1999, excluding merger related costs, was $2.8 million, ($0.26) per share, compared to a net loss of $7.9 million, ($1.04) per share, for the same period in 1998. Reported net loss for the six months ended June 30, 1999 was $5.5 million, ($0.51) per share, compared to a net loss of $7.9 million, ($1.04) per share, for the same period in 1998. These financial results have been restated to include the results of Allaire's recent acquisitions, Bright Tiger Technologies, Inc. and Live Software, Inc., which were accounted for as pooling of interests. For comparison purposes, all reported earnings per share are based on pro forma shares outstanding which gives effect retroactively to the conversion of preferred stock and other restricted stock changes that occurred upon Allaire's initial public offering. ''We are extremely pleased with our results for the second quarter,'' said David Orfao, president and chief executive officer of Allaire Corporation. ''We exceeded our financial objectives and continued to extend the Allaire web application platform on several fronts. During the quarter we experienced continued momentum from industry-leading companies adopting Allaire's web application platform, and we've added over 80,000 developers to our user base with the acquisition of Live Software. In addition, we've seen a tremendous amount of interest about our impending launch of Tempest, a packaged system of internet best practices that enables corporations to embrace the web as a strategic center of their business. These developments fuel our progress toward becoming a leading software infrastructure provider for the web.''

To: lee kramer who wrote (50745)	7/16/1999 11:28:00 AM
From: Shirley A	Read Replies (1) \| Respond to of 120523

(OT) Lee, Hope your Compaq notebook's working now. As a beginner I've been looking into computers, trading software, etc. Have found your postings informative and I love your humor. I'd bought a Compaq notebook earlier, but returned it after repeated minor problems and frustrating attempts to get help through Compaq. Then I did a search through computer reviews in PC magazine, Consumer Reports, and other publications. Unfortunately, many computers have deteriorated in quality, and a significant number arrive DOA or fail shortly afterward. Compounding this is that warranty service has worsened, with many consumers reporting long delays in service responses and in quality of repairs. This situation has become particularly bad with laptops, with only Dell receiving an "A" for reliability and service, and Compaq a "C". If you get your Compaq runnning, one suggestion I've read is to leave it running for a few days before your return privileges end-and that situtation is also not good since some stores now allow only a 14 day return period, and some charge a restocking fee, such as Comp USA-since most problems occur early. Good luck.