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To: Johnny Canuck who wrote (34569)	10/2/2001 1:01:58 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68181

18:18 ET Concurrent (CCUR) 8.80 -0.28: Company reaffirmed its previous guidance of $35-38 mln of Real-Time revenue and $36-38 mln of VOD revenue for FY02 (Jun); the consolidated net loss for Q1 (Sep) is expected to be in the range of $0.05-0.06 per share on consolidated revenue of approximately $14 mln; see press release. 17:05 ET Inktomi (INKT) 2.70 -0.04: Company issues an upside pre-announcement; sees Sept. quarter net loss in the range of $0.14-$0.15 per share versus the current consensus estimate for a net loss of $0.17 per share; sees revenues in the range of $38-$39 mln versus the consensus estimate of $38.9 mln; see press release. 16:20 ET TranSwitch (TXCC) 2.96 -0.10: Company widens its range on Q3 guidance to the downside; sees Q3 net loss in the range of $0.07-$0.09 per share versus the current consensus estimate for a net loss of $0.07 per share; sees Q3 revenue of $4.5 mln versus the consensus estimate of $10.3 mln; see press release. 17:26 ET Compaq (CPQ) 8.28 -0.03: -- Update -- On call, says there is no question that Q3 pricing was more aggressive than Q2... Indicates that business in Europe and Japan was substantially weaker in Q3 than Q2... business in Europe marked by a very aggressive pricing environment versus Q2... call just concluded... CPQ -0.54 17:16 ET Compaq (CPQ) 8.28 -0.03: -- Update -- On call, says it lost about a week's worth of business in Sept., which translates into approximately $700 mln... notes that the revenue shortfall is essentially 50% demand-driven and 50% supply-driven as air cargo restrictions following terrorist attacks limited shipments... other details: says the quarter ended with a larger backlog than where it started; expects gross margins, as a percentage of revenues, to be down 2% sequentially and operating expenses to be down roughly $100 mln sequentially... CPQ -0.35 17:14 ET Compaq (CPQ) 8.28 -0.03: -- Update -- Resumes trading; CPQ -0.28 vs. the 4 pm close. 17:07 ET Compaq (CPQ) 8.28 -0.03: -- Update -- On conference call, says it was on track to meet earnings guidance through August, but due to the combined negative impact of its 9/4 merger announcement with HWP, which prompted a pause from customers and employees, a typhoon that hurt Taiwanese suppliers, and the 9/11 terrorist attacks, it was unable to stay on track.