To: tejek who wrote (147729 ) 6/18/2002 6:54:45 PM From: TimF Read Replies (1) | Respond to of 1579397 From Briefing.com: ORCL Oracle (8.98 -0.22) -- Update --On call, company says it sees no significant improvement in tech spending for six months or more assuming a gradual improvement in the economy... On the positive side, company expects a stronger upgrade cycle this fiscal year... stock at 9.30. ORCL Oracle (8.98 -0.22) -- Update -- On conference call, company guides lower for Q1 (Aug) as it sees EPS of $0.07 vs Multex consensus of $0.09... Q1 should continue to be a tough environment... stock at 9.07. INTC Intel edges yet lower on charge (22.02 -0.54) -- Update -- NTC -0.77 vs 4 pm ET close to 21.25 INTC Intel to take $100 mln Q2 charge to exit web hosting biz (22.02 -0.54) -- Update -- Company expects to wind down its web hosting service -- cites market trends for decision. The company will continue providing services to existing customers over the next 12 months and will immediately begin working with those customers to ensure a smooth transition. No new customer engagements will be pursued. Expects to take a pre-tax charge of approximately $100 million in the second quarter, primarily affecting cost of sales. This charge was not reflected in the company's mid-quarter update published June 6. 4:57PM Software higher -- PC's/Semiconductors lower : Prices vs 4 pm ET close -- Software names largely retaining gains driven by Oracle's Q2 upside: ORCL +1.17, SEBL +1.55, MERQ +1.85, CHKP +0.49. PC and semiconductor-related names selling off on guidance from AMD and Apple: AMD -1.70, INTC -0.48, NVLS -0.24, AMAT -0.06, AAPL -2.56, DELL -0.50, HPQ -0.27 4:31PM Apple Computer warns for Q3 (AAPL) 20.15 -0.39: Company sees Q3 net earnings of $0.08.-$0.10 per share vs the current Multex consensus estimate of $0.13 per share; sees Q3 revs of $1.4-1.45 bln vs the current consensus estimate for revs of $1.61 bln; cites weakness in the consumer markets for shortfall. 4:27PM Advanced Micro drops on warning (AMD) 10.30 -0.50: -- Update -- AMD -0.80 vs the 4 pm ET close to 9.50. 4:19PM INTC slips 0.5% on AMD warning; DELL, AMAT off after-hours highs : 4:16PM Advanced Micro reduces outlook (AMD) 10.30 -0.50: -- Update -- Company sees Q2 sales in the range of $620-$700 mln vs the current Multex consensus estimate for revs of $845 mln; expects a "substantial operating loss" for Q2. Message 17620098 _______ North American Semiconductor Equipment Industry Posts May 2002 Book-to-Bill Ratio of 1.26semi.org !OpenDocumentMessage 17620180