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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (22695)	1/21/1999 8:05:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 120523

SYBASE, INC. REPORTS YEAR-OVER-YEAR GROWTH IN Q4 1998 Company Sees Significant Growth in Database License Revenues; Announces Third Consecutive Quarter of Operating Profitability EMERYVILLE, Calif., Jan. 21 /PRNewswire/ -- Sybase, Inc. (Nasdaq: SYBS) today announced results for the fourth quarter and year ended December 31, 1998. Revenues for Q4 1998 were $232.5 million, compared with $223.2 million recorded in the fourth quarter of 1997. Net income for the fourth quarter of 1998 was $7.9 million, or $.10 per share before a restructuring charge of $22.4 million. Inclusive of the restructuring charge in fourth quarter, 1998, the company posted a net loss of $14.5 million, or $.18 per share. Sybase ended the fourth quarter with approximately $249.6 million in cash and investments, up from $220.5 million in the third quarter, 1998. Days sales outstanding in accounts receivable for the fourth quarter were 77 days. Sybase experienced growth in its server business, including the Adaptive Server(R) Enterprise, Adaptive Server(R) Anywhere, and Replication Server(R) product lines. Server license revenues were up approximately 32% sequentially and approximately 20% year-over-year. "I am pleased to report an increase in year-over-year revenue growth in the fourth quarter, as well as our third consecutive quarter of operating profits. It is particularly gratifying to see strong growth in the database arena," said John Chen, chairman, CEO and president of Sybase. "In 1998, we began to execute a solid plan for growth. We look forward to capitalizing on this momentum in 1999 as we aggressively pursue new market opportunities and extend beyond our traditional enterprise software offerings with our four new business units." Revenues for fiscal year 1998 were $867.4 million, compared with $903.9 million recorded in 1997. The company posted a net loss of $93.1 million, including restructuring charges of $74.1 million, or $1.15 per share, compared to a net loss of $55.4 million, or $.70 per share in 1997. "We're delighted with the progress we've made in Q4, 1998," said Jack Acosta, Sybase chief financial officer. "Not only did we post our third consecutive quarter of operating profits, but we also grew license revenue year-over-year," Acosta said. Fourth quarter 1998 highlights included the formation of a new global organizational structure and the creation of four divisions designed to fuel revenue growth. The four divisions -- Internet Applications Division, Business Intelligence Division, Enterprise Solutions Division and the previously announced Mobile and Embedded Computing Division -- will enable the company to extend beyond its traditional enterprise software offerings, more aggressively pursue new market-driven opportunities, and quickly deliver to customers leading, industry-specific computing solutions. Other significant fourth quarter announcements included the opening of the Asia Development Center, introduction of Enterprise Data Studio(TM); the successful launch of Enterprise Application Studio(TM) 3.0 and Enterprise Application Server(TM) 3.0; and the announcement of several strategic partnerships in the mobile and embedded computing arena. During the fourth quarter, the Mobile and Embedded Computing Division shipped Adaptive Server Anywhere for Windows CE. SQL Anywhere Studio(TM) and its UltraLite(TM) deployment technology were awarded top honors in the Desktop Category by conference attendees at Giga Information Group's Emerging Technology Scene (ETS) conference in December. In the fourth quarter 1998, Sybase demonstrated its strength in core competencies across its targeted vertical markets, including finance, banking and insurance, health care, telecommunications and public sector. Sybase experienced a number of significant customer wins with companies such as Alcatel, Alta Bates Medical Center, Blue Cross, Blue Shield of the National Capital Area, Citicorp, Comptronic, ELVIA Versicherung, FedEx, Fleet Mortgage, Great Plains Software, Manulife Financial, Prudential Insurance, Texas Department of Public Safety, Textron Corporation, SANDVIK and Vantive Corporation.

To: Jenna who wrote (22695)	1/21/1999 11:02:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

Conclusions: POWI Reports record results 0.31 actual versus 0.20 est. Notice how POWI broke out yesterday up very strongly and then again today with a particularly nasty NASDAQ.. same thing with PVN.. both had identical 'anticipatory upswing' for 2-3 days prior to their report. They had similar terrific earnings reports. Another that I tracked although did not participate in was SGI.. Check the POWI,SGI and PVN charts and note that the stocks were NOT on strong uptrends right before earnings and were not in OVERBOUGHT situation although PVN was in a very strong uptrend and now has just broken through all resistance and reached a new 52 week high and is technically OVERBOUGHT. This is perhaps a better learning experience for you than any manual, explanations and theoretical technical analysis lingo. Of course it is not always so clear cut and concrete but I am finding that if you trade less rather than more and are much more circumspect in your trades you will do better. Personally my earnings plays were more difficult this last week, but conversely more profitable because I didn't "jump" on too many of them. I waited for some good ones that were more 'clear cut' and let others pass me by. That is why I am more motivated to get out some good earnings plays this weekend for first week of February because nothing is more educational that just plain tracking of these stocks through a 'cycle' before, through and after earnings.. They won't all hit, but the ones that do will hit strongly. SUNNYVALE, Calif., Jan. 21 /PRNewswire/ -- Power Integrations, Inc. (Nasdaq: POWI - news) today announced financial results for its fourth quarter and fiscal year ended Dec. 31, 1998. Net revenues for the fourth quarter of 1998 were $20.2 million, up 30 percent from net revenues of $15.5 million recorded in the fourth quarter of 1997. Net income for the fourth quarter of 1998 was $4.2 million, an increase of 75 percent from net income of $2.4 million reported in the comparable period of 1997. Fourth quarter earnings per share, on a diluted basis, were $0.31 on approximately 13.5 million shares outstanding, compared with $0.22 per share on approximately 10.8 million shares outstanding in the fourth quarter of 1997. For the year ended Dec. 31, 1998, Power Integrations reported net revenues of $70 million, up 52 percent from $46 million reported in 1997. Net income for 1998 was $12.7 million, up 165 percent from $4.8 million in 1997. Diluted earnings per share for the year ended Dec. 31, 1998 were $0.96 on approximately 13.2 million shares outstanding, compared with $0.51 per share on approximately 9.3 million shares outstanding at Dec. 31, 1997. POWER INTGRATIO POWI 0.31 0.20 0.22 29.8%

To: Jenna who wrote (22695)	1/22/1999 3:08:00 AM
From: Jenna	Read Replies (5) \| Respond to of 120523

GNET Vs.MSPG Technical Analysis using Volume Patterns & Trading Bands marketgems.com GNET is an excellent prospect for both takeover and in its potential for being a premier portal for the financial community. I would not be at all surprised if one of the major heavy hitter purchased this nice company. GNET is constantly adding to its list of acquisitions. It is the 13th most visited portal after geocities. We have two important factors now that can influence its rise. 1) the split and more upside before February 5, the earnings of NSOL which comes on the 10th and the earnings of MSPG which comes the 27th.. I think the next 2 weeks will be crucial for GNET. ARticle in ZDnet January 21, 1999 Go2Net: Will profits now pay off long-term? Add your comments to the bottom of this page. Most Internet companies -- Amazon.com Inc. (Nasdaq: AMZN), Lycos Inc. (Nasdaq: LCOS), Geocities Inc. (Nasdaq: GCTY), Excite Inc. (Nasdaq: XCIT) et al. -- do just the opposite. The consensus strategy for Internet companies is this: pump up revenue, build brand and lose lots of cash. In an recent interview, one CEO asked, "If you were allowed to lose a dollar to build a huge brand wouldn't you do it?" Good point. Who can blame these companies for spending big when Wall Street analysts substitute "losses" with "investing for the future." To its credit, Go2Net, which operates the Silicon Investor site among others, is bucking this trend. The company reported first quarter operating earnings of $305,855, or 4 cents a share, on sales of $3.17 million. Including acquisition charges, Go2Net reported a loss, but who is going to complain? So far individual investors love Go2Net. Shares (chart) have soared and the company just announced a stock split. The company said it will acquire selected properties to grow revenue. Go2Net is planning a "highly-targeted national advertising campaign" in March to grow the brand without sacrificing profits. Just to be sure that campaign wouldn't hurt profits, we called Go2Net. "We are anticipating continued profitability," said a spokesman. The company is comfortable estimates for 1999. According to First Call, Go2Net is expected to report a profit of 24 cents a share for the year. Unbelievable. Go2Net is making money. Unfortunately, Go2Net's plan makes it an outsider. Should the company take advantage of the spend-now-make-money-later dynamic? Institutions aren't on the Go2Net bandwagon because the company has come up the hard way. Only two analysts cover the company. There's a reason: Go2Net didn't have a flashy IPO or the glowing analyst coverage that goes with it. Go2Net went public in April 1997 and traded on the Nasdaq Small Cap Market. In August, Go2Net was listed on Nasdaq's national exchange. If Go2Net were to go public today, it would have some big-time underwriters and would be a $300 stock. It's ridiculous, but true. So now Go2Net has to put up the so-called metrics to get Wall Street's undivided attention. Revenue growth was impressive, but still fell short of the $3.5 million reported by fledgling Xoom.com Inc. (Nasdaq: XMCM),which reported a loss of 29 cents a share. eBay Inc. (Nasdaq: EBAY) is profitable and reported revenue of $12.9 million in its latest quarter. Go2Net's network had an average 8.1 million page views per day in December, compared to an average of 6.7 million page views per day in September. In terms of reach, Go2Net said it ranks as the 25th most visited site in December, according to Media Metrix. The company had 290 advertisers in the quarter, up from 142 advertisers a year ago. The company also realized revenues from online subscriptions, e-commerce and technology licensing. All of those figures are nice, but apparently aren't enough to get Go2Net into the Wall Street game. So now Go2Net has ramp up sales by a massive amount to get Wall Street interested. Maybe Go2Net should play along with the current formula, spend heavily to grow sales and take some losses. With any luck, investors may actually get tired of Internet losses and put Go2Net on top. For all those old-school investors, however, Go2Net is a refreshing change. An interesting case study indeed. TDAIN