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

To: Jorj X Mckie who wrote (57480)	10/24/2000 4:47:15 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Looks like NT is laying a turd on the market... Roth better pull something out his A#)* on the call or it's going to get ugly tomorrow.... I'll be on the call.... check AH... looks bad already..

To: Jorj X Mckie who wrote (57480)	10/24/2000 5:09:38 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

USinternetworking (USIX) 3 197/256 +5/256: Reports Q3 loss of $0.49 a share, $0.02 better than the Zacks consensus of ($0.51); revenues rose 189.2% to $28.27 mln from a year-ago of $9.78 mln; see press release. Nortel Networks (NT) 63 5/16 -3 5/8: -- Update -- Disappointing forward sales forecast for Optical Internet segment of 30%-35% in 2001, down from the low 40's expected for the full year 2000; stock trading at 51 3/4. Ask Jeeves (ASKJ) 12 1/8 -3/16: -- Update -- CFO Thomas Low announces his resignation to pursue other interests; see press release. Ask Jeeves (ASKJ) 12 1/8 -3/16: Reports Q3 loss of $0.36 a share, $0.06 better than the First Call consensus of ($0.42); revenues rose 326.8% to $29.03 mln from a year-ago of $6.80 mln; see press release. Sagent Tech (SGNT) 2 25/32 +1/32: Reports Q3 loss of $0.24 a share, $0.04 worse than the Zacks consensus of ($0.20); revenues rose 5.7% to $13.82 mln from a year-ago of $13.07 mln; see press release. CNET (CNET) 25 11/16 +3 11/16: Reports Q3 earnings of $0.07 a share, $0.04 better than the First Call consensus of $0.03. Revenues of $56.4 mln were up 99% from $28.4 ml; see press release. Peregrine Sys. (PRGN) 22 13/16 +15/16: Reports Q2 earnings of $0.12 a share, $0.01 better than the First Call consensus of $0.11, vs year-ago earnings of $0.08; revenues rose 146.9% to $142.72 mln from a year-ago of $57.81 mln; see press release. Optical Action : -- Update -- Optical stocks suffer more after NT sinks to 49 1/2, off more than 13 since the close. Other opticals, changes vs close: GLW -8 1/2, JDSU -8, CSCO -3 7/8, CIEN -9, ONIS -4 5/8, AMCC -13 5/16. Aspen Tech (AZPN) 40 3/8 +1 15/16: Reports Q1 earnings of $0.02 a share, $0.04 better than the Zacks consensus of ($0.02); revenues rose 30.2% to $69.49 mln from a year-ago of $53.35 mln; see press release. Siebel Systems (SEBL) 112 3/4 +2 15/16: Reports Q3 earnings of $0.14 a share, $0.03 better than the First Call consensus of $0.11, vs year-ago earnings of $0.06. Revenues were $480.9 mln, up 131%; see press release. Hyperion Solutions (HYSL) 13 5/16 -1/8: Reports Q1 loss of $0.12 a share, $0.01 better than the First Call consensus of ($0.13), vs year-ago earnings of $0.19; revenues rose 7.3% to $115.05 mln from a year-ago of $107.25 mln; see press release. Nortel Networks (NT) 63 5/16: -- Update -- Stock plunging after reopening near 57 level; now at 51, off over 12 from 4 pm close. Quantum DLT (DSS) 15 13/16 +1 1/8: Reports Q2 earnings of $0.29 a share, $0.01 better than the First Call consensus of $0.28, vs year-ago earnings of $0.34; revenues rose 1.3% to $361.75 mln from a year-ago of $357.10 mln; see press release. Halliburton (HAL) 41 5/8 +7/16: Reports Q3 earnings of $0.24 a share, $0.01 better than the First Call consensus of $0.23, vs year-ago earnings of $0.13; revenues rose 1.7% to $3.02 bln from a year-ago of $2.97 bln; see press release. FVC.com (FVCX) 3 1/4 unch: Reports Q3 loss of $0.30 a share, in line with the First Call consensus of ($0.30); revenues fell 32.9% to $9.16 mln from a year-ago of $13.65 mln; see press release. Nortel Networks (NT) 63 5/16 -3 5/8: -- Update -- Reopens for trading; now at 57, off 6 5/16 from day session close. C-Cube Micro (CUBE) 19 1/4 -1 1/16: Reports Q3 earnings of $0.13 a share, $0.02 better than the First Call consensus of $0.11, vs year-ago earnings of $0.18; revenues rose 32.0% to $69.02 mln from a year-ago of $52.31 mln; see press release.