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

To: The Phoenix who wrote (57488)	10/24/2000 5:47:33 PM
From: Jorj X Mckie	Respond to of 63513

Nortel Networks (NT) 63 5/16 -3 5/8: -- Update -- Overall Q3 sales come up short at $7.4 bln, short of consensus of $7.63 bln; specifically, Optical Internet segment growth of 90% was short of analyst expectations but mgmt contends Q3 is seasonally slow due to customer's scaling back production during late summer months, particularly in Europe; also talk on the call of greater-than-usual revenue recognition issues meaning product shipped but too early to recognize revenue on income statement; stock trading at 51 1/4. Click Commerce (CKCM) 32 7/8 -1/2: Reports Q3 loss of $0.04 a share, $0.04 better than the First Call consensus of ($0.08), vs year-ago of breakeven; revenues rose 381.4% to $10.07 mln from a year-ago of $2.09 mln; see press release. Computer Assoc (CA) 26 11/16 +1 1/16: Reports Q2 earnings of $0.54 a share, $0.02 better than the First Call consensus of $0.52, vs year-ago earnings of $0.75; see press release. MarchFirst (MRCH) 4 7/8 -6 15/16: -- Update -- Company warns for Q4; sees EPS of $0.10-0.15; current EPS estimate is $0.21. BMC Software (BMCS) 18 7/16 +5/8: -- Update -- Company warns for Q3; sees EPS of $0.15-0.20; current EPS estimate is $0.30.