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

To: Cactus Jack who wrote (40152)	8/10/2001 8:14:07 AM
From: stockman_scott	Respond to of 65232

08:01 ET Goldman Cuts Software : Goldman Sachs analyst Rick Sherlund cutting numbers on software sector; says street estimates don't yet capture magnitude IT spending constraints, particularly given anecdotes from Europe. For Oracle (ORCL 15.99), cuts database server growth to -5% from flat for Aug qtr, applications to flat from 5% (vs Oracle's 15% guidance), FY02 EPS cut to $0.46 from $0.48 (consensus is $0.50), EPS cut mitigated by cost control. For Siebel (SEBL 29.77), cuts FY01 to $0.56 from $0.60 and FY02 to $0.60 from $0.70 (consensus estimates are $0.59 and $0.73).