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To: Lizzie Tudor who wrote (13561)8/21/2002 5:14:30 PM
From: stockman_scott  Read Replies (1) | Respond to of 57684
 
16:34 ET OSIS OSI Systems tops estimates (50.83 +1.83)
Reports Q4 (Jun) earnings of $0.22 per share, $0.03 better than the Multex consensus of $0.19; revenues rose 23.6% year/year to $35.6 mln vs the $33.1 mln consensus.



To: Lizzie Tudor who wrote (13561)8/21/2002 5:52:14 PM
From: stockman_scott  Respond to of 57684
 
17:21 ET JDEC JD Edwards provides mixed Q4 guidance (11.85 -0.58) -- Update --
On call, says it expects Q4 (Oct) pro-forma EPS of approximately $0.11 (Multex consensus $0.11)... anticipates Q4 license fees of $75 mln and services revenue of $170 mln... current Multex consensus revenue estimate is $253.91 mln.. gross margins for license business should be back in 85-87% range, and for services business, in the 52-53% area... JDEC +0.40 at 12.25


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