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


To: fedhead who wrote (12101)6/18/2002 6:33:06 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
They obviously aren't going to guide up, no matter what they are seeing internally wasn't that obvious going into the numbers? (it was for me) Its just bad business to guide up now, thats what Sebl did in December and they got burned.

I don't expect any earth shattering rallies out of oracle but this will cause software to stabilize. Orcl did 67mm more in revenue than expectations, thats an entire quarter for many software companies. Jabil (probably amat related) guided up I guess and aapl and amd warned so its a mixed bag.
L