B: (B) US TECH TODAY: Events to watch, and why, May 6
AGENDA --1050ET: Sun press conference on its Java standardization
efforts.
Sun's Java Software President Alan Baratz, and Jim Mitchell, vice
president of technology and architecture, will speak. --SAP annual
shareholders meeting in Germany --Lycos, Yahoo, MCI, Bell Atlantic, and
other Internet portal, Web site, access
providers and telecommunications leaders will continue to meet with
congressional and administration officials to find ways to hinder child
and
teen access to Web sites promoting hate and violence.
WHAT TO WATCH FOR IN THE MARKET
Informix (IFMX) could move on news that Bob Finnochio is stepping down
as president and CEO. He will be replaced in July by Jean-Yves Dexmier,
the current executive vice president of worldwide field operations, in
July. Finnochio will remain chairman (story .23295)
EMC (EMC) and Hewlett-Packard (HWP) should remain active as investors
digest HP's formal announcement of its storage deal with Hitachi, which
creates competition for current HP partner EMC (story .21954). Several
analysts reaffirmed buy and outperform ratings on EMC following the HP
news.
Compaq (CPQ), Dell (DELL) and other PC makers should move today after
CompUSA's (CPU) CEO said the company's third quarter, which ended Mar
27, was disappointing for the PC industry (story .24718). Some might
use CompUSA's earnings as a gauge of PC demand. CompUSA had mediocre
results and said customer demand was lower than expected.
Expect Net stocks to continue a recovery after a violent close
Wednesday that had many Net stocks showing their first gains in many
days.
Semiconductor stocks might move after another upbeat global chip sales
report. The Semiconductor Industry Association said Wednesday that
March sales totaled $11.16 billion, up 2.4% from February and up 6.7%
from March 1998. The Philadelphia Semiconductor Index rose roughly 5%
Wednesday, buoyed by National Semiconductor's announcement that it was
exiting the PC processor business.
AFTER TODAY May 7: Oracle CFO Henley interview at www.vcall.com, 1415ET
May 7: Financial Information Forum steering committee to meet with its
13
beta testing firms to discuss results of last weekend's market data
test and whether they'll have a ''Y2K command center'' on the New
Year's
weekend
ON THE HORIZON
Cable/Telecom: May 24-25: Telecoms conference by NY Society of Security
Analysts May 25: New York Public Service Commission to hear arguments
on approving Bell
Atlantic's application for long-distance
Hardware: May 10-14: Apple Developers Conference, San Jose, Calif. May
10: Apple's Jobs keynote speech at the Apple Developers Conference May
12: IBM CEO Lou Gerstner to speak to analysts, New York City May 12:
Seagate analysts conference, New York City May 17: Hewlett-Packard Q2
earnings May 17: IDC 1999 Storage Perspectives conference, San Jose,
Calif. May 18: Dell Q1 earnings May 19: Apple analyst meeting,
Cupertino, Calif. May 19-20: Merrill Lynch technology conference May
20: Gateway stockholder meeting in N. Sioux City, Iowa May 24-27: 1999
PC Developers Conference, Santa Clara, CA May 27: IBM 2-for-1 stock
split May 31: EMC 2-for-1 stock split Jun 2: HP analyst meeting, New
York City Jun 14: Bear Stearns Computer Conference with keynotes from
Dell CEO Michael Dell, Sun Microsystems CEO Scott McNealy, HP CEO Lewis
Platt Jun 14-17: Bear Stearns 10th Annual Technology Conference, New
York City
Internet: May 10-11--Upside Southeast Technology Conference, Durham, NC
May 10--AOL CTO Marc Andreessen to keynote at Upside Southeast
Technology Conf. May 10-14--Networld+Interop technology conference, Las
Vegas May 11: Greater Philadelphia Business Expo May 17: Lycos Q2
earnings May 17-20--Catalog Conference & Exposition, Chicago May 11-13:
Smart Card Developers' Workshops, Chicago May 24-27: Mobile Internet
computer trade show, San Diego May 28: Geocities stockholder meeting to
vote on merger with Yahoo! May 28: Excite shareholders meeting to vote
on @Home merger Jun 1-2: VentureNet 99, Laguna Nigel, Calif. Jun 8-10:
eBusiness Conference, sponsored by CMP, in San Jose, Calif Jun 27-Jly
1: Web Design & Development Conf., San Francisco
Semiconductors: May 19: Intel shareholders meeting Jly 14: AMD
quarterly conference call at www.vcall.com. 1730 ET
Software: May 9-13: SDWest '99, San Francisco, Moscone Center May 10:
Oracle iDeveloper conference in Burlingame, Calif. CEO Larry Ellison
speaks at 1130ET May 10: Massachusetts Software Council spring summit
May 10: Microsoft Developer Network (MSDN) workshop: Quarterly briefing,
Tuscon, Ariz. May 12: MSDN workshop: Developing for Windows CE
platform, New Jersey May 11-13: Networld+Interop '99 Microsoft booth
previews Windows 2000,
Las Vegas May 13: Oracle Corp. semi-annual analysts meeting May 18-20:
J.D. Edwards holds FOCUS 99 annual users' conference May 21-28:
Microsoft TechEd '99, Dallas 99 May 26: J.D. Edwards Q2 earnings Aug
12: Computer Associates annual shareholders meeting
Year 2000: May 12-13: NERC workshop for electric utility Y2K program
managers begins in
New Orleans End
AP-NY-05-06-99 0815EDT< -0-
By Bridge News
AGENDA --1050ET: Sun press conference on its Java standardization |
