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To: Lizzie Tudor who wrote (1734)	6/4/2002 1:27:20 PM
From: Jorj X Mckie	Respond to of 17639

Oh man, that was a brutal post Lizzie. Poor Mrs. McKie, she gets so worried when we rough house. But I have to get it in now while I can win.

To: Lizzie Tudor who wrote (1734)	6/4/2002 6:51:27 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 17639

LIZZIE!!!! What are you doing to the software sector? Sheesh! Turns out that I may buy some MANU and some TIBX on any pullback. Maybe get some BEAS and WEBM too. from www.briefing.com 17:58 ET MANU Manugistics warns on Q1 revenues (7.94 +0.74) Issues Q1 (May) revenue warning, expects of $71-$73 mln, which compares to Multex consensus of $83.1 mln. Company also announces implementation of cost cutting measures, which will include job cuts. 17:36 ET DNY R.R. Donnelley files $500 mln mixed shelf (28.27 -0.29) 17:11 ET IDTI Integrated Device affirms guidance (24.79 +0.70) Affirms Q1 (Jun) revenue and EPS guidance of $91-$92.6 mln and $(0.03)-$(0.04), no change from guidance provided April 23. This compares to Multex consensus of $92.1 mln and $(0.03), respectively. Stock up to 25.20 in after hours trading. 17:01 ET After Hours Indications The late session tone is mixed. S&P futures at 1043, trade two points above fair value while the Nasdaq 100 after hours indicator is lower by 0.4 points. 16:54 ET After Hours Movers Prices vs 4 pm ET close -- SNPS -1.33, IBM +0.34, TIBX -0.59 16:46 ET BFT Bally Fitness rises on takeover rumor (21.40 +1.48) We are hearing an unconfirmed rumor that BC may make a bid for BFT, with some saying BC could pay as much as $27 per share; while this rumor has been circulating all day, we have not been able to confirm it and have heard a number of skeptics pan the idea due to BFT's high debt level. 16:45 ET SNPS Synopsys beats by two cents; updates guidance (49.83 +0.85) Reports Q2 (Apr) earnings of $0.39 per share, $0.02 better than the Multex consensus of $0.37; revenues rose 13.5% year/year to $185.6 mln vs the $184.9 mln consensus; sees Q3 revenue in the range of $230 million and $240 million vs the current consensus estimate for revs of $207.3 million; sees Q3 earnings in the range of $0.48 - $0.53 per share vs the current consensus estimate $0.56 per share. 16:35 ET EFDS eFunds lowers guidance, CFO to leave (13.25 -0.08) Co lowers Q2 and 2002 guidance and announces that CFO Paul Bristow will be leaving the co on June 30, 2002; expects Q2 rev/pro forma EPS to be $130-$134 mln/$0.11-$0.18, vs prior guidance of $139-$145 mln/$0.24-$0.26; expects 2002 rev/EPS to be $520-$535 mln/$0.55-$0.80, vs prior guidance of $624 mln/$1.18. Co also recently made the decision to cancel the planned launch of its check guarantee product, SecureFunds. 16:25 ET IBM IBM to take pre-tax charge of $2.0-$2.5 bln (79.31 +1.20) -- Update -- Company announces it will record pre-tax charges of approximately $2.0 billion to $2.5 billion, primarily in the second quarter. These include charges associated with the company's exit from the hard disk drive business, write-offs of assets in the Microelectronics business, and charges related to productivity initiatives, principally workforce reduction. 16:14 ET TIBX TIBCO Software warns for Q2 (5.38 +0.02) Company sees pro forma EPS for Q2 in the range of break even to a net loss of $0.02 per share -- the current consensus estimate is $0.10 per share; also announces the resignation of Frank Bergandi, Executive Vice President of Worldwide Sales and Field Operations. 16:08 ET COO Cooper Cos beat by three cents; updates guidance (46.95 -1.55) Reports Q2 (Apr) earnings of $0.64 per share, $0.03 better than the Multex consensus of $0.61; revenues rose 25.7% year/year to $71.9 mln vs the $76.5 mln consensus; sees Q3 revenue in the range of $84-$87 million vs the current consensus estimate for revs of $86.5 million; sees EPS ranging from $0.81 to $0.84 vs the current consensus estimate of $0.82 per share. 16:08 ET NMTC Numerical Tech software selected by National Semi (7.39 +0.03) National Semiconductor (NSM) adopts Numerical's Cadabra abraCAD product to accelerate the development of standard cell libraries.