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To: Lizzie Tudor who wrote (23719)	3/17/2005 1:30:56 PM
From: Elroy	Respond to of 57684

well Bill, I think if things were good we'd have a better stock market, and companies would be increasing their numbers vs. what happened at GM yesterday. JBL, TEK and (I think) ADBE report tonight, so we'll see. I'll bet all three beat numbers and raise expectations.

To: Lizzie Tudor who wrote (23719)	3/17/2005 1:37:06 PM
From: Bill Harmond	Respond to of 57684

The S&P is just off recent multi-year highs, the transports just off recent record highs, etc. Nobody loves tech recently, but that's gonna change. Plus there are many tech stocks in solid uptrends already.

To: Lizzie Tudor who wrote (23719)	3/17/2005 4:18:43 PM
From: Elroy	Read Replies (1) \| Respond to of 57684

well Bill, I think if things were good we'd have a better stock market, and companies would be increasing their numbers vs. what happened at GM yesterday. You mean like this? All just reported 15 minutes ago... Jabil Reports Second Quarter Results Jabil management also increased its previous full fiscal 2005 guidance, indicating expectations of net revenue of approximately $7.5 billion and core earnings per share in a range of $1.27 to $1.29 per diluted share, depending upon actual levels of production. biz.yahoo.com Adobe Systems Reports Record Revenue in First Quarter of Fiscal 2005 For fiscal year 2005, the Adobe also increased its revenue target to approximately $1.925 billion, with an operating margin target of approximately 36 percent (which does not include the effect of share-based compensation charges pursuant to SFAS 123R, which are not currently estimable). The prior target range for fiscal year 2005 revenue was approximately $1.85 to $1.9 billion, with an operating margin target range of approximately 34 to 35 percent. biz.yahoo.com Tektronix Reports Results for the Third Quarter of Fiscal 2005 and I don't know if this is an increase in guidance, but predicting a March-May quarter be above the just completed Dec-Feb quarter sounds pretty good since seasonally it seems it should be down sequentially. TEK just did $256m in revenues. For the fourth quarter of fiscal 2005, including Inet, the company expects net sales to be $265 - $270 million and earnings per share from continuing operations of $0.33 to $0.35, excluding acquisition-related costs. biz.yahoo.com

To: Lizzie Tudor who wrote (23719)	3/17/2005 4:28:08 PM
From: stockman_scott	Respond to of 57684

News: SAP Tops Oracle's Retek Bid SAP's North American subsidiary has increased its tender offer for Retek to per share, and Retek's board is recommending that shareholders accept the bid. ct.enews.eweek.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ What's Behind The Retek Battle? As Oracle and SAP engage in their half-billion-dollar battle over who will take over retail software vendor Retek, the most obvious reasons for the fight are not the true ones. ct.enews.eweek.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Oracle Plans More Acquisitions Companies that specialize in business intelligence software and infrastructure software could be among the next targets for Oracle, which has already turned the software market on its head with its brash acquisition strategy. ct.enews.eweek.com