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To: Bill Harmond who wrote (27470)	2/14/2006 8:21:30 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

07:44 TRAD sees FY06 $0.54-0.65 vs $0.59 Reuters consensus; sees revs $119-130 mln vs $111.4 mln Reuters consensus - 2 analyst ests

To: Bill Harmond who wrote (27470)	2/14/2006 8:54:39 AM
From: stockman_scott	Read Replies (2) \| Respond to of 57684

04:48 Cuts in profit estimates loom - WSJ The Wall Street Journal reports analysts at Goldman Sachs (GS) are telling investors to steer clear of Broadcom (BRCM), MedImmune (MEDI), Agere Systems (AGR), Marsh & McLennan (MMC), Janus Capital Group (JNS), Salesforce.com (CRM) and Emmis Communications (EMMS). The worry is that over the next few months, analysts will be slashing earnings estimates for all these companies as employee stock options begin to be counted as an expense. New accounting rules require companies to view the value of employee options as an expense. But for many companies, the full value hasn't yet been incorporated into analysts' earnings estimates, potentially catching investors by surprise when the revisions take place. The EPS revisions also could trigger selling by the increasing number of investors who use quantitative-based models to guide their trading. These models -- used by more than 5% of all investors, according to various estimates -- often automatically program sales of shares when analysts slash earnings expectations. Many of the biggest hits will come in the technology sector, which traditionally doles out large amounts of options to entice employees.