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Non-Tech : EARNINGS REPORTING - surprises, misses & more -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (375)	10/21/2000 5:09:53 AM
From: 2MAR$	Read Replies (1) \| Respond to of 762

Piper Jaffray Comments ARBA, MACR, PHCM, SWCM, BVSN and CNXT By: US Bancorp Piper Jaffray 10/19/00 7:52:00 AM Morning Meeting Comments: Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts. Estimate Changes Ariba, Inc. (ARBA – $127 1/16) Buy; EPS 01E $0.16; Mkt Cap $36,594.0M; Avg Vol 10,546,241 Ariba Reports Another Blow-Out Quarter, Breaking Even and Generating $65 Million in Cash. We Are Raising Estimates and Reiterating Our Buy Rating Quote Snapshot MACR 76.75 7.75 ARBA 116.94 -10.13 SWCM 153.25 20.13 CNXT 27.88 1.56 PHCM 95.97 12.28 BVSN 26.13 1.38 · Free Real-Time Quotes Enter symbol: · Symbol Lookup sponsored by More from CNET Investor Quotes delayed 20+ minutes Trade Now with our broker sponsors Macromedia, Inc. (MACR – 69) Buy; EPS 00E $0.56, 01E $1.10; Mkt Cap $3,917M; Avg Vol 850,000; FY01 PE/Growth 1.7x; Target $93 (11x ’01 Rev., 69.4x PE) Macromedia Reports Strong Quarter with Success of Flash 5; Reducing FY2001 Revenue Estimate and Initiating FY2002 Estimates; Initiating $93 Price Target; Reiterate Buy Rating Phone.com, Inc. (PHCM – 83 11/16) Strong Buy; EPS 01E ($0.49), 02E $0.20; Mkt Cap $6,887.5M; Avg Vol 2,679,604; Target $143 (25x 2002 Rev.) Strong First Quarter 2001 Results; Revenue of $46.5 Million Exceeded Our Estimate By 30%; Subscriber Growth Increased 72.5% Sequentially To 6.9 Million Subscribers Software.com, Inc. (SWCM – 133 1/8) Strong Buy; EPS 00E $0.30, 01E $0.40; Mkt Cap $7,707.9M; Avg Vol 723,620; Target $165 (45x 2001 Rev.) Excellent Third Quarter; Revenues Of $37.6 Million Well Ahead Of $31.5 Million Estimate Other Comments BroadVision (BVSN – 24 3/4) Buy; EPS 00E $0.17, 01E $0.28; Mkt Cap $6,593M; Avg Vol 16.0M; FY01 PE/Growth 1.8x; Target $37 (16x FY2001 Rev.) BroadVision Reports Strong September Quarter Capitalizing On Continued Strength In e-Business Infrastructure Software Market; Raising FY2000 Revenue Estimate; Initiating $37 Price Target; Reiterate Buy Rating Conexant Systems, Inc. (CNXT – 26 5/16) Buy; EPS 01E $0.70; Mkt Cap $6,789M; Avg Vol 5.60M; FY01 PE/Growth 1.5x Is There A Silver Lining? This material is based on data obtained from sources we deem to be reliable; it is not guaranteed as to accuracy and does not purport to be complete. This information is not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be construed as advice designed to meet the particular investment needs of any investor. It is not a representation by us or an offer or the solicitation of an offer to sell or buy any security. Further, a security described in this publication may not be eligible for solicitation in the states in which the client resides. U.S. Bancorp and its affiliated companies, and their respective officers or employees, or members of their families, may own the securities mentioned and may purchase or sell those securities in the open market or otherwise. In the United Kingdom, this report may only be distributed or passed on to persons of the kind described in Article 11(3) of the Financial Services Act 1986 (Investment Advertisements) (Exemptions) Order 1996 (as amended by the Financial Services Act 1986 (Investment Advertisements) (exemptions) Order 1997). Securities products and services offered through U.S. Bancorp Piper Jaffray Inc., member of SIPC and NYSE, Inc., a subsidiary of U.S. Bancorp. Email this story to a friend Click for printer-friendly format

To: 2MAR$ who wrote (375)	10/22/2000 12:08:35 PM
From: Jenna	Read Replies (1) \| Respond to of 762

Suggestion: Get real time news attached to your quick execution brokerage (Executioner, A.B. Watley, MB Trading Cyber trader or whatever you use).. Put the words "earnings" into the the criteria search.. and click on "keyword".. put in 1 to 10 or how many days you are interested in following and the earnings will coming out instantly. Than press "print headlines" or "print story" and you have your report automatically (this is after they report).. Another hint is to intersect the word "analysts" with your "symbol" list about 1-2 weeks before the expected report day and you will know if your company has been upgraded or downgraded BEFORE it reports or after. Another way is if you have Dow Jones (Bloomberg is the best but pricey).. click on Quick search Criteria and put in N/ERN, you will get the earnings that way. A way to get just the upside earnings surprises.. put in "upside" as a keword.. for downside surprises put in "downside".. that's basically it. If you have a database like I do, click the check box near the word "INTERSECTION".. and the checkbox near the words "Symbols and Categories" and type the word "earnings" under "Categories" menu (or put in N/ERN) and under "SYMBOLS" put in all your symbols so when your companies start to report, the news will show them becaust the categories 'earnings' and your 'symbols' are intersected. (i.e. all your selected symbols will have earnings reports as they come out)... For regular news just have the symbols lists in the search criteria.. you don't need "intersection" higlighted.