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.

Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: ChrisJP who wrote (10316)	8/10/2001 7:58:30 AM
From: stomper	Read Replies (2) \| Respond to of 208838

Remember when CSCO breaking 50 was considered dire by the market. It seems so quaint now, lol. -dave

To: ChrisJP who wrote (10316)	8/10/2001 8:13:40 AM
From: keithcray	Respond to of 208838

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).