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

To: Techplayer who wrote (57135)	10/19/2000 5:04:58 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

Dendrite Intl (DRTE) 26 13/16 +2 1/4: Reports Q3 earnings of $0.20 a share, in line with the Zacks consensus of $0.20, vs year-ago earnings of $0.15; revenues rose 22.5% to $56.03 mln from a year-ago of $45.75 mln; see press release. California Micro (CAMD) 13 3/8 +1 7/8: Reports Q2 earnings of $0.12 a share, $0.02 worse than the Zacks consensus of $0.14; revenues rose 70.7% to $16.11 mln from a year-ago of $9.44 mln; see press release. Atmel Corp (ATML) 14 27/64 +2 15/64: Reports Q3 earnings of $0.16 a share, $0.02 better than the Zacks consensus of $0.14, vs year-ago earnings of $0.04; revenues rose 55.9% to $530.39 mln from a year-ago of $340.24 mln; see press release. Corvis (CORV) 59 39/64 +13 35/64: -- Update -- Stock trading up another 12 after hours as revenue of $22.9 mln blows away official estimates that were below $10 mln and whispers of $12-15 mln. Note, however, that all the sales were to one customer, Williams Communications (WCG), with whom Corvis already had a signed 2-year $200 mln contract. The blow-out revenues therefore look to be a case of the contract being more front-loaded than expected. Intl Rectifier (IRF) 44 +7 1/16: Reports Q1 earnings of $0.63 a share, $0.05 better than the Zacks consensus of $0.58, vs year-ago earnings of $0.10. Revenues of $249.4 million were up 64% from $152.2 mln; see press release. Informatica (INFA) 91 3/16 +5 3/16: Reports Q3 earnings of $0.06 a share, $0.01 better than the Zacks consensus of $0.05, vs year-ago earnings of $0.02; revenues rose 154.8% to $42.81 mln from a year-ago of $16.80 mln; see press release. Komag (KMAG) 2 13/16 +17/32: Reports Q3 loss of $0.19 a share, $0.01 worse than the Zacks consensus of ($0.18); see press release. InsWeb Corp (INSW) 1 15/16 unch: Reports Q3 loss of $0.24 a share, $0.07 better than the Zacks consensus of ($0.31); revenues fell 24.4% to $5.32 mln from a year-ago of $7.04 mln; see press release. Emulex (EMLX) 148 +18 1/16: Reports Q1 earnings of $0.33 a share, $0.07 better than the Zacks consensus of $0.26, vs year-ago earnings of $0.12; revenues rose 91.9% to $55.46 mln from a year-ago of $28.90 mln; see press release. Exodus Comms (EXDS) 38 1/16 +4 7/16: Reports Q3 loss of $0.14 a share, $0.03 better than the Zacks consensus of ($0.17); revenues rose 237.6% to $229.64 mln from a year-ago of $68.03 mln; see press release.

To: Techplayer who wrote (57135)	10/19/2000 8:39:10 PM
From: Daskin	Read Replies (1) \| Respond to of 63513

tp, actually I was waiting for your reply to figure out what shall I do, since we both bought at the same time and price. I admit that it was so tempting to sell off for a 40% gain in a few days. I thought the market will close much lower, but it didn't, so I am holding. Hope it is not a fake head like last time. With MSFT's numbers out, the big shows are over. Missed CORV though, how about SCMR? Someone told me SCMR is cheap right now. das