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Technology Stocks : Enterprise Information Portals (EIP) -- Ignore unavailable to you. Want to Upgrade?

To: Thomas DeGagne who wrote (131)	4/3/2001 11:34:27 PM
From: Carl R.	Read Replies (1) \| Respond to of 183

Tonigt's warnings, BBSW and ONXS. Most of the software warnings have reported sales slightly below the September quarter, a few have reported sales as weak as last June. The list so far includes PKSI, ONXS, KANA, ARTG, ITWO, ARBA, BVSN, SYBS, ORCL, DCTM, FILE, BBSW, DMCX, EPNY, and MSTR, plus some I've no doubt missed. Of the list above, most reported sales at a level between the June quarter and the September quarter: Really bad: FILE - worst since March 1999 PKSI - worst since Dec 1999 Slightly below June 2000: BVSN, SYBS, KANA, ONXS Between June 2000 and Sept 2000: ARTG, ARBA, DCTM, BBSW, DMCX, EPNY, and MSTR, Better than Sept 2000 ITWO, ORCL