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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Cheeky Kid who wrote (56960)	10/18/2000 4:23:02 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

Avanex (AVNX) 90 3/64 -14 29/64: Reports Q1 earnings of $0.03 a share, $0.03 better than the Zacks consensus of $0.00; revenues rose 687.1% to $34.77 mln from a year-ago of $4.42 mln; see press release. Informix (IFMX) 4 1/4 +5/16: Reports Q3 loss of $0.06 a share, $0.01 better than the Zacks consensus of ($0.07), vs year-ago earnings of $0.09. Revenue was $211.1 million, compared with $261.1 million in the same quarter last year; see press release. Broadcom (BRCM) 209 3/8 -14 7/8: Reports Q3 earnings of $0.30 a share, $0.06 better than the Zacks consensus of $0.24, vs year-ago earnings of $0.12; revenues rose 128.7% to $319.15 mln from a year-ago of $139.56 mln; see press release. SanDisk Corp (SNDK) 56 1/4 -5: Reports Q3 earnings of $0.35 a share, $0.07 better than the Zacks consensus of $0.28, vs year-ago earnings of $0.11; revenues rose 153.0% to $170.84 mln from a year-ago of $67.53 mln; see press release. Extreme Networks (EXTR) 107 1/8 -11 9/16: Reports Q1 earnings of $0.08 a share, $0.02 better than the Zacks consensus of $0.06, vs year-ago earnings of $0.04, revenues of $119.3 million were up 153% from $47.2 million in the year-ago period. Macromedia (MACR) 69 -8 3/16: Reports Q2 earnings of $0.26 a share, $0.02 better than the Zacks consensus of $0.24, vs year-ago earnings of $0.11; revenues rose 72.7% to $102.42 mln from a year-ago of $59.31 mln. Akamai Tech (AKAM) 40 3/8 -8 3/4: Reports Q3 loss of $0.60 a share, $0.07 better than the Zacks consensus of ($0.67); revenues rose 2922.2% to $27.20 mln from a year-ago of $0.90 mln; see press release. Microsoft (MSFT) 51 3/4 +1 5/16: Company reports $0.46 per share net before accounting change, this is $0.05 better than the consensus estimate. Revenues were $5.8 bln, above estimates in the $5.6-5.7 bln. range. Ariba (ARBA) 127 1/16 +1/16: Reports Q4 net of breakeven, $0.05 better than the Zacks consensus of ($0.05). Revenues were $134.9 million, up 67% from the previous quarter and up 687% from the same period last year. Tut Systems (TUTS) 37 25/64 -14 31/64: Reports Q3 earnings of $0.11 a share, $0.04 better than the Zacks consensus of $0.07; revenues rose 245.7% to $28.57 mln from a year-ago of $8.26 mln. Software.com (SWCM) 132 3/4 -18 1/2: Reports Q3 earnings of $0.13 a share, $0.10 better than the Zacks consensus of $0.03; revenues rose 196.2% to $37.64 mln from a year-ago of $12.71 mln. Phone.com (PHCM) 84 -10 1/16: Reports Q1 loss of $0.13 a share, $0.07 better than the Zacks consensus of ($0.20). Celestica (CLS) 70 3/8 +3: Reports Q3 earnings of $0.39 a share, $0.05 better than the Zacks consensus of $0.34, vs year-ago earnings of $0.18; revenues rose 91.6% to $2.60 bln from a year-ago of $1.36 bln. America Online (AOL) 46.12 +2.52: -- Update -- Reports Q1 earnings of $0.14 a share, $0.01 better than the Zacks consensus of $0.13, vs year-ago earnings of $0.08. Revenues rose 33.7% to $1.98 bln from a year-ago of $1.48 bln.

To: Cheeky Kid who wrote (56960)	10/18/2000 5:44:44 PM
From: Bocor	Read Replies (1) \| Respond to of 63513

Be careful on HAND...look at the day range on that one. Mentioned on lots of sites as a potential short recently, thus a prime candidate for a short squeeze. Low float, and "hot" area makes it a fast mover, in BOTH directions. Look at the chart of ONXX.....similar action. Kept getting squeezed higher and higher by shorts who kept covering, until there were no more shorts to cover, and then it dropped off the cliff. Valuation on HAND is out of proportion to PALM, and HAND is not exactly gaining share. PDA's are gonna be a dime a dozen and HAND will be getting a 50% haircut at some point. Don't know from what level, but from looking at the chart, it can go fast so don't leave your screen if you're long or short. Check out the number of shares unlocking in the beginning of December. Doubt there will be a split in the works!