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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (10998)4/3/2002 2:21:41 PM
From: Wizard  Read Replies (1) | Respond to of 57684
 
skinny on MERQ,

solid quarter, maintain guidance. packaged testing has been carrying them, including psft environments so psft/sebl weakness carries merq with 'em... stock was still up YTD so took a haircut... no biggie...



To: techanalyst1 who wrote (10998)4/3/2002 3:39:44 PM
From: MGV  Read Replies (1) | Respond to of 57684
 
Gossip on Merq is that in packaged apps testing their top 4 drivers are, in order: SAP, ORCL, SEBL, and PSFT. #2 and #4 are in flagrante delicto. # 1 is guilt by association and #3, well, you heard about #3. This is an industry-wide, broad brush spanking that was catalyzed by the Goldman response across its software coverage to the PSFT miss, as opposed to company-specific tarring, in my view.


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