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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (67818)	5/15/2002 5:19:38 PM
From: Sully-	Respond to of 99280

17:17 ET Brocade (BRCD) 23.51 -0.57: -- Update -- On call, company also expects Q4 (Oct) revenue and EPS of $160-$165 mln and $0.10. While we do not have specific Multex consensus numbers just for Q4, it appears to be higher guidance. Assuming the mid-points of guidance for Q3 and Q4, that would be sales this year of $568 mln vs Multex consensus of $550 mln. The EPS guidance is in-line at $0.28 for the whole year....stock moving up slightly on guidance to 23.37. 17:15 ET IBM (IBM) 84.50 -0.98: -- Update -- Analyst meeting just concluded with no new insight provided on short-term challenges... Palmisano said he is very comfortable with where IBM is positioned for long-term success

To: Zeev Hed who wrote (67818)	5/15/2002 5:20:39 PM
From: vampire	Read Replies (1) \| Respond to of 99280

he started (had to) c'mon - they're telling me deferred revs are too high relative to revs AND that deferred revs are part of revs -