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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (35379)	4/6/2001 7:55:52 AM
From: Dealer	Read Replies (2) \| Respond to of 65232

CONFESSIONS: 20+ Warnings from 04-05-2001: From: vagabond Friday, Apr 6, 2001 7:51 AM Respond to of 42724 Details of 20+ warnings issued yesterday -- in addition to Agilent (A), which warned of reduced earnings but didn't give any exact numbers. The formatting here probably won't come out right, but I'm sure everybody can make sense of it... ========================= Warning-Date Company Ticker Period End Previous Estimate Preannouncement 05-Apr-01 Trimble Navigation TRMB Q1 200103 $0.19 Loss of $0.11-0.14 05-Apr-01 SilverStream Sftwr SSSW Q1 200103 ($0.18) Loss of $0.60-0.65 05-Apr-01 Pantry PTRY Q2 200103 $0.06 Loss of $0.16-0.18 05-Apr-01 net.Genesis NTGX Q1 200103 ($0.32) Loss of $0.55-0.60 05-Apr-01 Pioneer-Std PIOS Q4 200103 $0.34 $0.25-0.30 05-Apr-01 Marvell Tech MRVL Q1 200104 $0.06 About $0.04 05-Apr-01 ESPS Inc. ESPS Q4 200103 $0.01 Loss of $0.11-0.15 05-Apr-01 Delano Tech DTEC Q4 200103 ($0.27) Loss of $0.36-0.38 05-Apr-01 Extreme Networks EXTR Q3 200103 $0.12 Loss of $0.06-0.08 05-Apr-01 Autonomy AUTN Q1 200103 $0.05 About $0.04 05-Apr-01 Hyperion Solutions HYSL Q3 200103 $0.07 Loss of $0.04-profit of $0.01 05-Apr-01 Sycamore Ntwks SCMR Q1 199910 $0.05 Loss of $0.16-0.19 05-Apr-01 Management Ntwrk TMNG Q1 200103 $0.14 $0.10-0.11 05-Apr-01 ACE Cash Express AACE Q3 200103 $0.58 Loss of $0.41-0.43 05-Apr-01 Superior Industries SUP Q1 200103 $0.63 About $0.61 05-Apr-01 Friedman's FRDM Q2 200103 $0.23 $0.18-0.21 05-Apr-01 Emulex EMLX Q3 200103 $0.20 About $0.13 05-Apr-01 Neiman-Marcus NMG.A Q3 200104 $1.02 $0.80-0.85 05-Apr-01 webMethods WEBM Q4 200103 $0.06 Loss of $0.03-0.00 05-Apr-01 inSilicon INSN Q2 200103 $0.03 Loss of $0.11-0.14 05-Apr-01 RADVision RVSN Q1 200103 $0.09 $0.08-0.09

To: Dealer who wrote (35379)	4/6/2001 8:54:59 AM
From: Dealer	Read Replies (1) \| Respond to of 65232

Services Job Losses Worrisome Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201 938-5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 8:42 (Dow Jones) The 86K March job decline was biggest since 1991. Of most importance is the 19K drop in services jobs. That suggests manufacturing weakness filtering into services, which make up the bulk of output and employment. (BB) 8:39 (Dow Jones) One of the few industries that showed an increase in payrolls was construction, up 12,000. The construction sector remains a support for the rest of the economy and new home building sets off a sequence of spending for furniture and appliances in future months. (JM) 8:38 (Dow Jones) Selloff in stock futures picks up steam. Worry appears to be hourly wage component, but isn't Fed's bigger issue downside concern? DJIA futures off 100, Nasdaq down 35, S&Ps fall 10. (TG) 8:36 (Dow Jones) The unemployment rate continues to creep up, but in March at 4.3% it is still only 0.4 percentage point above its low point of 3.9% last Sept. and Oct. The unemployment rate is likely to go up further in future months, even if a recession is avoided. (JM) 8:33 (Dow Jones) Average hourly earnings up 0.4%, slightly more than expected. But Fed's worried about growth, not inflation, so wages of secondary importance. (BB) 8:32 (Dow Jones) March payrolls down 86K and jobless rate at 4.3%. DJ/CNBC survey had called for 60K job gain and 4.3% jobless rate. Weak payroll number should confirm 50 BP May rate cut forecasts, but probably not enough to reignite inter-meeting rate cut speculation. (BB) 8:30 (Dow Jones) Some of the large gains posted in Thursday's session will be taken away at the start of the session. At least that's how things look before the release of March payroll numbers. The nation's unemployment rate is expected to have risen to 4.3%, and data that look to be in line shouldn't push equities too far in either direction. There were some technology-related earnings shortfalls projected last night, though the names involved weren't the very top-tier companies. Tellabs (TLAB) and RadioShack (RSH) warned this morning. Stock futures down modestly, Tsys firm. (TG) (END) DOW JONES NEWS 04-06-01 08:42 AM * end of story *

To: Dealer who wrote (35379)	4/7/2001 11:31:48 AM
From: Dealer	Read Replies (3) \| Respond to of 65232

I think this is pretty clear: This thread is for Support, Knowledge Building and Friendship, “NOT” Financial Management. We have all learned a lot in the year 2000 and we are still learning each day. Porchers are free to post their suggestions or positions with out repercussions or blaming. Warning: Buyer Be Ware. We have at all times Extreme Bulls and Extreme Bears on the porch. You must do your own DD and assume responsibility for all decisions made from information received on this porch. This is a moderated porch and the rules are as follows: No foul language. No personal attacks. dealie