Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Earnings: Small Cap Tech/ Software -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (48)	8/1/2001 4:45:49 PM
From: 2MAR$	Read Replies (1) \| Respond to of 238

AETH ($11-?) miss by 8c.... reported a second quarter loss of $1.19 per share on revenue of $32.08 million. This compares with a loss of $0.30 per share on revenue of $10.8 million in the same quarter a year ago. Analysts expected the company to post a loss of $1.11 per share on revenue of $32.97 million, according to First Call. Stock is down on REDIBook.

To: SusieQ1065 who wrote (48)	8/2/2001 5:56:33 PM
From: 2MAR$	Read Replies (1) \| Respond to of 238

MONE ( $16-$13) P/E 150 see's lowered EPS of 2-3c impacted by the technology recession siliconinvestor.com NEW YORK, Aug 1 (Reuters) - Software design company MatrixOne Inc. (NasdaqNM:MONE - news) on Wednesday reported fiscal fourth-quarter earnings that rose from a year ago but warned that results would miss estimates for the first quarter and full year 2002, citing the slowing U.S economy. ADVERTISEMENT Chelmsford, Massachusetts-based MatrixOne, which makes software that allows manufacturers to collaborate with their suppliers on product design over the Web, said it posted a pro forma net income, excluding stock-based compensation charges, of $4.1 million, or 8 cents a share, compared with a pro forma net income of $1 million, or 2 cents a share in 2000. The 11 analysts polled by Thomson Financial/First Call were all expecting MatrixOne to post a profit of 7 cents a share. Including the charges, MatrixOne said it posted a net income of $3.5 million, or 7 cents a share, compared with break even in the prior year. Revenues were up 66 percent to $41.2 million compared to $24.8 million in the prior year. ``We, like every other software company, are being impacted by the technology recession,'' Mark O'Connell, president and chief executive officer of MatrixOne told Reuters. ``We're seeing people take smaller bites and stretch them out longer, but we have not seen any deals disappear.'' MatrixOne said it lowered its revenue and earnings per share estimates for its fiscal first quarter and full year 2002. The company said it expects to post first quarter earnings of between 2 and 3 cents a share on sequentially lower revenues of between $37 million and $39 million. For the full year 2002, MatrixOne lowered its earnings estimates to a range of between 20 cents and 30 cents a share, on revenues in the range of $185 million and $200 million. Analysts, on average, were expecting to MatrixOne to post earnings of 5 cents a share in the first quarter 2002, with a range of between 4 and 6 cents a share, on revenues of $44.4 million, according to First Call. For 2002, the consensus estimate was for earnings of 30 cents a share on revenues of $202.35 million. Shares of MatrixOne closed down 1.89 percent at $15.55 on the Nasdaq stock exchange ahead of the report and remained unchanged in after hours trading. COLLABORATION THE NEW BUZZWORD With the business-to-business bubble having all but burst, software companies, including giants such as Oracle Corp. and i2 Technologies Inc., are now rushing to adopt the term ``collaboration'' as the latest buzzword. O'Connell cited figures from industry research firm, Gartner Group, which said the market for collaboration software is set to increase to $13.5 billion by 2004 from $3 billion in 2000. ``Recent checks with the top Fortune 2000 companies have product collaboration at or near the top of their strategic initiatives over the next three years,'' O'Connell said, adding that MatrixOne was positioned to be one of the leaders in the market alongside companies such as i2, SAP AG Agile Software Corp. (NasdaqNM:AGIL - news) and Parametric Technology Corp. (NasdaqNM:PMTC - news). By enabling manufacturers to collaborate on product design with their suppliers and partners over the Internet, MatrixOne's software reduces the time it takes to bring products to market by between 30-50 percent, O'Connell said. ``All these companies are struggling to improve their top line revenue performance and the one thing that's going to improve that is introducing products to market faster,'' O'Connell said. O'Connell said that bringing manufacturers and suppliers together early on in the product design phase also saves money. If product changes need to be made after the product design has been defined, it can cost upwards of $100,000, O'Connell said. But making those changes early on in the design phase can reduce those costs to $10,000, he said.

To: SusieQ1065 who wrote (48)	8/9/2001 5:26:47 PM
From: 2MAR$	Respond to of 238

EPAY ( $6-$7) Reports Record Fiscal Year Revenues and Quarterly Results Ahead of Estimates Fiscal Year Revenues Increase 55% Over Prior Year PORTSMOUTH, N.H.--(BUSINESS WIRE)--Aug. 9, 2001--Bottomline Technologies® (NASDAQ:EPAY - news), the premier provider of Web-enabled billing, payment and electronic banking solutions, today reported financial results for the fourth quarter and fiscal year ended June 30, 2001. Revenues for the fourth quarter were $19.5 million, a 26% increase over the fourth quarter of fiscal 2000. Revenues for the quarter reflected continued demand for the Company's financial resource management offerings. Revenues for the fiscal year were a record $77.1 million, a 55% increase over the prior year. Pro forma net loss for the fourth quarter, excluding acquisition-related amortization and stock compensation expense, was $1.1 million. Pro forma loss per share for the fourth quarter was $0.08 During the fourth quarter, operating expenses included amortization of acquisition-related intangible assets of $9.7 million, and acquisition-related stock compensation expense of approximately $0.1 million. Including such amortization and stock compensation expense, the net loss for the fourth quarter was $10.6 million, or a loss per share of $0.78. For the fiscal year, pro forma net loss, excluding acquisition-related amortization of $30.5 million and stock compensation expense of approximately $0.4 million, was $6.7 million. Pro forma loss per share for the fiscal year was $0.53. Including such amortization and stock compensation expense, the net loss for the fiscal year was $40.0 million, or a loss per share of $3.12. The Company had cash and cash equivalents of $13.2 million, working capital of $13.6 million and no debt at June 30, 2001. ``With this quarter's results we've completed a fiscal year in which, despite a challenging environment, we have increased revenues by 55%,'' said Dan McGurl, chairman and CEO. ``For the second straight quarter, we have also increased our cash balance. As we enter the new fiscal year, we are focused on continuing to grow revenues and to regaining profitability.'' Fourth Quarter Highlights Secured significant new customers and business partners: Many significant organizations were added to Bottomline's roster of over 5,500 global customers, including Cisco Systems, City of Chicago, Liberty Mutual and Dartmouth College. Expanded relationships through new system sales to existing customers, including State of North Carolina, Salomon Smith Barney, Allstate Insurance, TV Guide, Dupont, and State Street Bank and Trust. NetTransact, our electronic invoice presentment and payment product, has been implemented at a large multinational Fortune 50 company. The relationship was established through Citibank, one of Bottomline's channel partners for NetTransact. Bottomline's other channel partners include FleetBoston, UPS Capital and United Technologies, each of which made significant progress during the quarter. Established new PayBase WebSeries customer relationships with several premier organizations including General Motors, Smurfit-Stone Corporation, Motorola, and Liberty Mutual. Bottomline Europe secured major contracts to provide electronic payments for Australian Mutual Provident, one of Australia's largest insurance companies, and United Utilities, the third largest power utility in the UK. Additionally, through our channel relationship with Royal Bank of Scotland, we entered a new two-year deal with Meridian Hotels. Bottomline Europe won 43 new deals for its flagship product, i-Point. New customers include PricewaterhouseCoopers, ADP, the House of Commons and Nottingham City Council. The Federal Reserve has accepted the latest release of Bottomline's FedEDI Software and now has over 3,500 banks using the Bottomline solution. Additional significant corporate events and announcements: Secured a patent for our ERADS (Electronic Remittance Advice Delivery System) technology, a module of the successful PayBase product suite. Strengthened balance sheet by retiring debt in the principal amount of $20.1 million on favorable terms. Bottomline was ranked #2 among a list of global vendors profiled in a report by Celent Communications evaluating leading vendors of business-to-business electronic bill presentment and payment software technology. Royal Bank of Canada's Royal Trust Global Securities Services (GSS) successfully launched its ViewFinder® e-custody platform powered by BankQuest. By providing business value through its broad range of Internet-enabled global custody services to Canadian and international institutional investors, Royal Trust GSS recently earned the prestigious 2001 CIO Canada ITX Award. Bottomline was recognized by Business NH Magazine and the New Hampshire Association of Chamber of Commerce Executives and awarded the 2001 New Hampshire Business of the Year in the category of Manufacturing / Technology. About Bottomline Technologies Bottomline Technologies® (NASDAQ: EPAY - news) is the leading provider of Web-enabled billing, payment and electronic banking solutions for the business-to-business market. Bottomline's three integrated e-business offerings enable corporations and financial institutions worldwide to integrate, automate, and streamline the entire financial supply chain. PayBase® provides a pathway from traditional paper checks to electronic payments, as well as sophisticated messaging, remittance, and anti-fraud tools. NetTransact(TM), the Company's business-to-business bill presentment and payment suite, enables enterprise billers and their trading partners to electronically present, adjudicate, and pay bills on-line. Bottomline's BankQuest(TM) is a corporate and institutional browser-based electronic banking platform that provides information reporting and transactional services for cash management, trade finance, and securities processing. Today, Bottomline's offerings are utilized by over 5,500 organizations representing every major industry sector. Founded in 1989, Bottomline maintains its corporate headquarters in Portsmouth, NH and international headquarters in Reading, England. Bottomline also has satellite offices located in most major cities. For more information, dial (800) 243-2528 or (603) 436-0700, or visit Bottomline on the web at www.bottomline.com.