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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?

To: SirRealist who wrote (43938)	4/17/2001 4:46:33 PM
From: Bald Man from Mars	Respond to of 49816

just got back from lunch, and I am going to puke because my April 25 Intel puts are toasted !!!

To: SirRealist who wrote (43938)	4/17/2001 4:48:16 PM
From: Frederick Langford	Read Replies (2) \| Respond to of 49816

here is a summary so far from briefing.com: AFTER THE CLOSE ****** Primus Knowledge (PKSI) 3.03 +0.03: Reports Q1 loss of $0.18 a share, $0.01 worse than the First Call consensus of ($0.17); revenues fell 3.6% to $10.08 mln from a year-ago of $10.46 mln. ONI Systems (ONIS) 32.32 +1.03: -- Update -- Trading up 1 after hours as company raises guidance; also helping other optical stocks (changes vs close): CORV +0.4, CIEN +2, SCMR +0.2, CSCO +0.35. Rational Sftwr (RATL) 17.50 +0.42 : Reports Q4 earnings of $0.22 a share, $0.01 better than the First Call consensus of $0.21, vs year-ago earnings of $0.18; revenues rose 34.0% to $241.68 mln from a year-ago of $180.42 mln; see press release. Proxim (PROX) 11.95 +0.92: Reports Q1 earnings of $0.14 a share, in line with the First Call consensus of $0.14, vs year-ago earnings of $0.09; revenues rose 47.1% to $29.50 mln from a year-ago of $20.05 mln. RF Micro Device (RFMD) 18.34 +0.48: -- Update -- Stock trading up to 20.36 after hours as company says it has improved visibility and expects 20% sequential revenue growth in the Jun qtr; others to watch in this sector: AHAA, ANAD, TQNT; Triquint already +1.5 after hours. Pitney Bowes (PBI) 35.14 +0.41: Reports Q1 earnings of $0.53 a share, $0.01 better than the First Call consensus of $0.52, vs year-ago earnings of $0.50; revenues rose 2.3% to $966.32 mln from a year-ago of $944.77 mln. RF Micro Device (RFMD) 18.34 +0.48: -- Update -- sees June qtr loss of $0.05-$0.06 vs red ink of $0.01 anticipated by analysts; attributes expected shortfall to costs associated with new wafer fab facility; management currently anticipates a return to profitability during the 2nd-half. RealNetworks (RNWK) 8.59 -0.16: Reports Q1 earnings of $0.02 a share, in line with the First Call consensus of $0.02, vs year-ago earnings of $0.05. Net revenues for the quarter were $50.4 million, compared to $53.5 million in the first quarter of 2000. Intel (INTC) 26.06 -0.24: -- Update -- Company maintains its previous 2001 capital spending projection of $7.5 bln; semi equip stocks trading higher after hours as a result (changes vs close): AMAT +2.5, NVLS +3, KLAC +2. RF Micro Device (RFMD) 18.34 +0.48: -- Update -- Reports Q4 net loss of $0.06 a share (excluding gains), 3 cents worse than Wall Street views, vs yr-ago EPS of $0.08; based upon increases in order rates and backlog, RFMD believes it has improved visibility into fiscal 2002 revenues; book-to-bill ratio was greater than one for the MarQ, and company has booked sufficient orders to result in approximately 20% sequential revenue growth. Intel (INTC) 26.06 -0.24: -- Update -- Q1 EPS is $0.16, $0.01 better than consensus on revenue of $6.7 billion, down 16% from Q1 of 2000 and down 23% sequentially. Veritas Software (VRTS) 57.58 +2.91: Reports Q1 earnings of $0.21 a share, $0.01 better than the First Call consensus of $0.20, vs year-ago earnings of $0.12; revenues rose 58.4% to $387.44 mln (consensus $385 mln) from a year-ago of $244.64 mln. Company reduces future revenue growth guidance to 35-50% from prior range of 45-50%. Yahoo! (YHOO) 17.31 -0.31: -- Update -- SG Cowen reiterates its SELL rating. Firm not impressed with YHOO's new CEO Appointment, Terry Semel, who worked for 24 years at Warner Brothers. Cites the differences between movie and Internet business models and Semel's lack of experience with turn-arounds as potential problems. Digital Lightwave (DIGL) 23.43 +1.33: Reports Q1 fully-taxed earnings of $0.27 a share vs yr-ago net of $0.08; analysts were expecting company to earn $0.21 a share for the qtr; revenue increased 85% to $34.4 mln (mean $32.9 mln). Intel (INTC) 26.06 -0.24: -- Update -- Company sees Q2 revenues of $6.2-6.8 bln (current consensus is $6.43 bln) Digital Lightwave (DIGL) 23.43 +1.33: Reports Q1 fully-taxed earnings of $0.27 a share vs yr-ago net of $0.08; analysts were expecting company to earn $0.21 a share for the qtr; revenue increased 85% to $34.4 mln. Hutchinson Tech (HTCH) 14.58 -0.73 : Reports Q2 loss of $0.46 a share, $0.06 worse than the First Call consensus of ($0.40); revenues fell 13.7% to $95.74 mln from a year-ago of $110.94 mln. Company warns for Q3; sees net sales of approximately $80 to $95 mln, resulting in a net loss of $12 to $17 mln or $0.50 to $0.70 per share (consensus is -$0.23). Cadence Design (CDN) 16.99 -0.66: Reports Q1 earnings of $0.16 a share, $0.01 better than the First Call consensus of $0.15, vs year-ago earnings of $0.01; revenues rose 33.9% to $344.66 mln (consensus $348 mln) from a year-ago of $257.49 mln. Company guides Jun qtr revenues to 15% yr/yr growth, or roughly $343 mln vs current consensus of $365 mln. Company also withdraws the IPO of its Tality division. ONI Systems (ONIS) 32.32 +1.03: -- Update -- Company continues to expect to achieve break-even earnings per share in Q4; puts full yr revenues at $245-$255 mln vs prior guidance of $225-$235 mln and analysts' mean forecast of $224 mln. Elec. For Imaging (EFII) 25.96 +1.15: Reports Q1 earnings of $0.23 a share, $0.04 better than the First Call consensus of $0.19, vs year-ago earnings of $0.44; revenues fell 14.8% to $62.75 mln from a year-ago of $73.61 mln. Texas Instruments (TXN) 33.83 +0.82 : -- Update -- Company announces 2,500 job layoff and says Q2 revenues from semiconductor to decline sequentially, with weakness affecting almost all product areas; Revenue from TI's non-semiconductor activities, including Sensors & Controls and Educational & Productivity Solutions, to increase sequentially. Operating margin to decline to about breakeven pro forma as a result of lower revenue; and non-operating income to decline to about $40 mln pro forma. Interwoven (IWOV) 11.37 +1.38: Reports Q1 earnings of $0.02 a share, in line with the First Call consensus of $0.02; revenues rose 336.8% to $60.54 mln (consensus $59 mln) from a year-ago of $13.86 mln. No forward guidance offered. Texas Instruments (TXN) 33.83 +0.82: -- Update -- Reports Q1 earnings of $0.18 a share, $0.02 better than the First Call consensus of $0.16, vs year-ago earnings of $0.28. Revenues were $2.528 bln, down 17% sequentially. ONI Systems (ONIS) 32.32 +1.03: Posts Q1 loss of $0.07 a share, a penny better than Wall Street views; revenues rose to $45.1 mln (mean $38.1 mln), up 1152% yr/yr and 50% sequentially; expecting Q2 revenues of $50-$60 mln (mean $49.1 mln), up from a prior estimate of $45-$55 mln; puts Q3 revenue in the $60- $70 mln range.