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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (2146)	1/29/2001 11:10:01 PM
From: John Pitera	Respond to of 2850

INFA--- they execute well....Informatica (INFA-$32-O) Another Strong Quarter C. Phillips/R. Rathman C4Q00 was INFA's 7th consecutive quarter of 100%+ Y/Y revenue growth, and its 7th consecutive quarter of increasing profitability. Upside surprise. ... top and bottom line. INFA reported total rev of $51.4MM, exceeding our $47.1MM estimate. INFA also reported normalized EPS of $0.06 vs. our $0.05 estimate. We have established our C2002E rev and EPS of $312.7MM and $0.40. ----------------------------- Monday, January 29, 2001 11:07 PM ET To: John Pitera From: Gone to Money Heaven Informatica Corp. provides software that helps companies deploy, manage, and maintain IT systems. The company's core software product is PowerCenter, an enterprise data integration hub, which automates the process of retrieving, organizing and consolidating data from multiple transaction data systems. Another key product is PowerMart, which can be deployed in conjunction with PowerCenter, for building and managing line-of- business data marts and analytic applications. Informatica markets and sells its software through a direct sales force and distributors in the US, the UK and Germany to customers primarily within large, global companies in industries such as financial services, insurance, manufacturing, healthcare and telecom. In Aug 00, it agreed to acquire Zimba

To: Jorj X Mckie who wrote (2146)	2/6/2001 11:35:46 AM
From: John Pitera	Read Replies (1) \| Respond to of 2850

AMCC gets cut from Goldman's Rec. List--Bummer: ( repost from drillLand) Applied Micro (AMCC) 56 3/8 -8: Goldman Sachs downgrades to MKT OUTPERFORM from RECOMM LIST as firm believes changes in the business momentum are likely to cause some near-term pressure in the shares. With the company's most recent business update, firm is a bit more cautious on the shares in the near-term given the higher dependency on turns, the first signs of customer order pattern changes, and the still rather lofty valuation. ---------- AMCC had lots of lows last spring in the 45-47 area, so that would be a really nice price to get it at. BRCM would be in the neighborhood of mid Dec and then Jan 3rd 2001 lows at 72/73, so those levels make sense as cherry picking buy levels. It sounds like you would look for these levels to be hit in a 8 weeks or so if and when these 2 warn. So why not put the orders in and then take a look at them every few weeks. I'm not certain by any means that we'll see those numbers, but it does not hurt to have an order in. John