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To: gypsees who wrote (8981)	10/23/2002 4:28:34 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 57110

16:23 ET VARI Varian beats by 3 cents, issues guidance below consensus (31.24 +1.08) Reports Q4 (Sep) earnings of $0.41 per share, $0.03 better than the Multex consensus of $0.38; revs were $208 mln, vs consensus of $197 mln. Expects Q1 EPS of $0.37 and FY03 EPS of $1.62-$1.65, vs consensus of $0.39 and $1.71. 16:22 ET SSTI Silicon Storage meets EPS consensus on light revs (4.47 +0.22) Posts a Q3 loss of $0.01 a share (ex-items), $0.01 better than the Multex consensus. Revs fell 8.6% to $67.8 mln (consensus $70.33 mln). For Q4, co sees a loss of $0.03 to $0.05 (consensus $0.00). 16:21 ET AOL AOL Time Warner matches estimates; restates results (13.53 +0.03) Company reports Q3 earnings of $0.19 per share in line with the Multex consensus estimate for earnings of $0.19 per share; reports Q3 revs of $9.98 bln, vs consensus of $9.96 bln; the company also announced it will restate its financial results for the quarters ended September 30, 2000 through the quarter ended June 30, 2002, which will reduce, in total, revenues by $190 million and EBITDA by $97 million. 16:19 ET FDRY Foundry Ntwks beats by 2 cents (6.25 -0.24) -- Update -- Reports Q3 EPS of $0.06, $0.02 better than the Multex consensus; revs were $76.6 mln, vs consensus of $75.9 mln. 16:16 ET EXPE Expedia beats by $0.09; guides 2003 above consensus (57.61 +2.63) Posts Q3 adjusted earnings of $0.49 a share, $0.09 better than the Multex consensus. Revs rose 106% to $166 mln (consensus $157.26 mln). Co's preliminary budget for 2003 calls for EPS of $2.25 on revs of $820 mln (consensus $2.22/$787 mln). 16:16 ET ISIL Intersil beats by a penny, issues guidance (17.28 +1.09) -- Update -- Reports Q3 EPS of $0.19, $0.01 better than the Multex consensus; revs were $191.3 mln, vs consensus of $187.8 mln. Expects Q4 EPS of $0.20 and 1-3% sequential rev growth (consensus is $0.21 and $198.9 mln), and expects 2002 revs of $720 mln (in-line with consensus). 16:12 ET AFFX Affymetrix beats by $0.02 (23.24 -0.63) Reports Q3 earnings of $0.05 per share, $0.02 better than the Multex consensus. Revs rose 31.4% year/year to $72.8 mln vs the $68.5 mln consensus. AFFX maintains annual product rev guidance. Announces that Pres Susan E. Siegel is currently taking time off for personal health reasons.