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To: Lizzie Tudor who wrote (154342)	3/17/2003 9:43:16 PM
From: Victor Lazlo	Respond to of 164684

"pro war" ? Lizzie, you sure are in a rush to judgement.

To: Lizzie Tudor who wrote (154342)	3/17/2003 10:38:40 PM
From: stockman_scott	Read Replies (2) \| Respond to of 164684

Message 18714146

To: Lizzie Tudor who wrote (154342)	3/18/2003 12:50:51 AM
From: Bill Harmond	Respond to of 164684

I don't think ANYONE is "pro-war". There are plenty who are resigned to war.

To: Lizzie Tudor who wrote (154342)	3/18/2003 1:33:12 PM
From: stockman_scott	Respond to of 164684

This is a very interesting post from the FADG thread... Message 18716875

To: Lizzie Tudor who wrote (154342)	3/18/2003 7:35:24 PM
From: Victor Lazlo	Respond to of 164684

Bambi Francisco's Net Stocks cbs.marketwatch.com MARCH TROUBLES FOR SOFTWARE SAN FRANCISCO (CBS.MW) -- If the bulk of software sales are done in the final weeks of the quarter, it almost goes without saying that this month may be one of the toughest. Application software is uniquely affected by the recent war uncertainty, given that 60 percent of the quarter's deals are completed in the last month, wrote Bob Austrian, analyst at Banc of America Securities. "War clouds on top of weak economy further dampened software spending," wrote Austrian, noting that there was also "brutal price competition in consulting." Austrian's view is that application software spending is 100 percent discretionary over the short term. Accordingly, Austrian lowered his first quarter and full year sales estimates on average by 3 to 5 percent on Siebel Systems (SEBL), PeopleSoft (PSFT), JD Edwards (JDEC) and JDA Software (JDAS). Austrian also cut the average quarterly revenue and earnings estimates by 3 to 5 percent and 1 penny, respectively. Austrian trimmed estimates on Microsoft (MSFT) for the first quarter only. About two-thirds of Microsoft's business comes from three major divisions that sell to corporations. They include Microsoft's client division, which includes the Windows operating systems, the server division and the information worker division, which includes the Office products. Shares of Siebel gave up 2 percent to $9.23; PeopleSoft gave up 1 percent to $18.09; and Microsoft lost 1 percent to $25.77. JD Edwards and JDA Software were higher. _______________________________________________________________________ SOUNDVIEW CUTS YAHOO NUMBERS Meanwhile, SoundView Technology Group analyst Jordan Rohan trimmed his estimates on Yahoo (YHOO) after the online media company saw shares hit 52-week highs on Monday. Rohan reduced his first-quarter revenue estimates to $273 million from $281 million, which is within Yahoo's own estimates. He also brought revenue projections for this year down to $1.21 billion from $1.25 billion. He dropped earnings estimates for 2003 down to 30 cents from 42 cents. At 53 times forward price-to-earnings estimates and 24.5 times earnings before interest, taxes, depreciation and amortization, Yahoo requires "perfect" execution to support its current multiple, he wrote. Rohan also noted that Yahoo's acquisition of Inktomi is expected to close within the next week to 10 days. To this end, Yahoo will be positioned to increase its outlook for earnings before interest, taxes, depreciation and amortization by about $12 million in 2003 and $60 million in 2004. Rohan also estimates that Yahoo paid Google $7 million in search technology license revenues in 2002. He believes that Yahoo will be able to substitute Inktomi's algorithmic search technology for the technology currently provided by Google. See Net Sense: Mini-bubble in search firms. cbs.marketwatch.com