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Zeev, the NAZ Comp has been down for 5 straight sessions.....
http://table.finance.yahoo.com/k?s=^ndx&g=d
Isn't it unlikely to make it six in a row? I haven't done any extensive analysis, but I cannot recall any of the major indicies going down for six straight sessions.
Do you have any perspective on this?
TIA
BUY! BUY! BUY!
http://www.cboe.com/MktData/default.asp
<g>
....The more significant discoveries were related to Saddam's attempts to rebuild chemical and biological arsenals like those he was known to have used during the Iran-Iraq War of the late 1980s, when he was supported by the U.S. government.
Sources told NBC News' Jim Miklaszewski that within just the past week, U.S. investigators had found two shipping containers filled with millions of much more recent documents relating to chemical and biological weapons.
One of the documents, from 2001, was titled "Document burial and U.N. activities in Iraq," the sources said. It gave detailed instructions on how to hide materials and deceive U.N. weapons inspectors, the sources said.
Other documents related to the concealment of VX nerve gas, the sources said.
The sources said U.S. troops also discovered about 300 sacks of castor beans, which are used to make the deadly biological agent ricin, hidden in a warehouse in the town of al-Aziziyah, 50 miles southeast of Baghdad, the capital. The castor beans were inaccurately labeled as fertilizer.
U.S. search teams have also been led to a site near Nasiriyah, a key Euphrates River crossing 200 miles south of Baghdad, where Iraqi informants said Scud missiles were buried....
http://msnbc.com/news/931304.asp?0cv=CA01
....The CIA has in its hands the critical parts of a key piece of Iraqi nuclear technology -- parts needed to develop a bomb program -- that were dug up in a back yard in Baghdad....
....The parts, with accompanying plans, were unearthed by Iraqi scientist Mahdi Obeidi who had hidden them under a rose bush in his garden 12 years ago under orders from Qusay Hussein and Saddam Hussein's then son-in-law, Hussein Kamel....
....it was evidence the Iraqis concealed plans to reconstitute their nuclear program as soon as the world was no longer looking....
....Obeidi told CNN the parts of a gas centrifuge system for enriching uranium were part of a highly sophisticated system he was ordered to hide to be ready to rebuild the bomb program....
....Obeidi also said he was not the only scientist ordered to hide that type of equipment....
...."It begins to tell us how huge our job is," Kay said. "Remember, his material was buried in a barrel behind his house in a rose garden.
"There's no way that that would have been discovered by normal international inspections. I couldn't have done it. My successors couldn't have done it." ....
....Experts said the documents and pieces Obeidi gave the United States were the critical information and parts to restart a nuclear weapons program, and would have saved Saddam's regime several years and as much as hundreds of millions of dollars for research.
David Albright, who was a U.N. nuclear weapons inspector in Iraq in the 1990s, said inspectors "understood that Iraq probably hid centrifuge documents, may have had components, and so it is very important that those items be found."
"What it is that Obeidi was ordered to keep was all the information and some centrifuge components, so that if he was given the order, he could restart the centrifuge program," said Albright, president of the Institute for Science and International Security in Washington.
"In a sense, the program was in hibernation. He was the key to the restart of this centrifuge program, and he never got the order. So in that sense it doesn't show at all that Iraq had a nuclear program. And Obeidi told me that he never worked on a nuclear program after 1991."
He also said other Iraqi scientists were watching to see if he was safe after he cooperated with the U.S. government.
Now that he and his family are safely out of Iraq, Obeidi said he believes other scientists would come forward with other components of Iraq's weapons program.
Before the Iraq war, U.S. officials said Iraq tried to purchase aluminum tubes that could be used in centrifuges that enrich uranium.
In his March 7 presentation to the U.N. Security Council, however, International Atomic Energy Agency Director General Mohamed ElBaradei said there was no evidence "Iraq intended to use these 81-millimeter tubes for any project other than the reverse engineering of rockets." ....
http://www.cnn.com/2003/WORLD/meast/06/25/sprj.irq.centrifuge/index.html
Banned arms evidence in Iraq
http://msnbc.com/news/931304.asp?0cv=CA01
Nuke component (and documents worth hundreds of millions - the critical information and parts to restart a nuclear weapons program) unearthed in Baghdad back yard
http://www.cnn.com/2003/WORLD/meast/06/25/sprj.irq.centrifuge/index.html
U.S.: Banned arms evidence in Iraq
U.S. investigators in Iraq have found equipment for a nuclear weapons program and millions of detailed documents relating to chemical and biological weapons, U.S. officials told NBC News on Wednesday.
U.S. OFFICIALS said the discoveries were not proof that Iraq had managed to build or obtain banned weapons of mass destruction, as President Bush asserted before the U.S. invasion of Iraq in March. But they said the materials, some of which dated back to the first Gulf War, were compelling proof that Saddam was trying actively to acquire such weapons in defiance of the United Nations.
NBC News has learned of several recent discoveries, some within the past week, one related to nuclear weapons and the others to chemical, biological and banned conventional weapons.
Three U.S. officials told NBC's Andrea Mitchell that an Iraqi scientist who was part of what Saddam called his "nuclear mujahadeen" had led intelligence officials to a barrel in the back yard of his home in Baghdad, where they found plans for a gas centrifuge and components of a uranium enrichment system.
The Associated Press, citing a U.S. intelligence official, identified the scientist later as Mahdi Shukur Obeidi, who headed Iraq's program to make centrifuges that would enrich uranium for nuclear weapons before the 1991 Gulf War. NBC's sources said the plans dated back to the end of the Gulf War, when Saddam was already widely known to be seeking such weapons, and came as no great surprise.
CHEMICAL, BIOLOGICAL WEAPONS
The more significant discoveries were related to Saddam's attempts to rebuild chemical and biological arsenals like those he was known to have used during the Iran-Iraq War of the late 1980s, when he was supported by the U.S. government.
Sources told NBC News' Jim Miklaszewski that within just the past week, U.S. investigators had found two shipping containers filled with millions of much more recent documents relating to chemical and biological weapons.
One of the documents, from 2001, was titled "Document burial and U.N. activities in Iraq," the sources said. It gave detailed instructions on how to hide materials and deceive U.N. weapons inspectors, the sources said.
Other documents related to the concealment of VX nerve gas, the sources said.
The sources said U.S. troops also discovered about 300 sacks of castor beans, which are used to make the deadly biological agent ricin, hidden in a warehouse in the town of al-Aziziyah, 50 miles southeast of Baghdad, the capital. The castor beans were inaccurately labeled as fertilizer.
U.S. search teams have also been led to a site near Nasiriyah, a key Euphrates River crossing 200 miles south of Baghdad, where Iraqi informants said Scud missiles were buried.
COMPELLING EVIDENCE?
U.S. officials said the discoveries did not constitute final proof that Saddam had rebuilt his banned weapons program, as administration officials alleged in justifying the invasion of Iraq. But they said the materials were the best evidence so far that the Iraqi government could have done so and was actively trying to deceive U.N. inspectors before the war.
Richard Butler, the United Nations' former chief weapons inspector, told MSNBC TV's Lester Holt that he was "absolutely unsurprised" by the report. "We have known of [Saddam's previous plans] for a decade," he said.
Butler said that the discovery of components of a uranium enrichment system suggested that Iraq was far from production of actual weapons. The need for an enrichment system established that "Iraq does not have adequate sources of natural uranium," he said. "... It has to be, above all, enriched to get weapons grade."
"This all adds up and makes sense," Butler said.
NBC's Jim Miklaszewski and Andrea Mitchell, MSNBC TV's Lester Holt and MSNBC.com's Alex Johnson contributed to this report.
MSNBC Terms, Conditions and Privacy ©2003
http://msnbc.com/news/931304.asp?0cv=CA01
BREAKING NEWS Iraqi scientist turns over centrifuge, needed to develop nuclear bomb, that had been hidden in Baghdad. Details soon.
http://www.cnn.com/
09:18 ET Advanced Micro cuts Q2 sales forecast (AMD) 6.59: Co cuts their Q2 sales outlook to $615 mln, down from previous guidance of at least $715 mln. "The anticipated global sales improvement in the month of June did not materialize as we had anticipated... In particular, the decline in personal computer and handset sell-through in China and other Asian markets, largely related to the SARS epidemic, significantly affected AMD's sales in the second quarter."
08:12 ET ISIS Pharma and ITRI to initiate SARS drug discovery effort (ISIS) 5.02: Announces that Industrial and Technology Research Institute of Taiwan announced today that they will collaborate to identify antisense drug candidates targeting the coronavirus associated with Severe Acute Respiratory Syndrome (SARS). Under the agreement, Isis will conduct the antisense drug discovery research and I.T.R.I. will provide $2 mln in initial funding to initiate the collaboration, with the potential for further funding.
16:16 ET Intel Q2 business within expectations; narrows range of rev guidance to $6.6-$6.8 bln (INTC) 21.85 +0.47: -- Update -- Previous range had been $6.4-$7.0 bln.
16:13 ET TriQuint Semi lowers full-year guidance (TQNT) 5.41 +0.44: Co reaffirms its Q2 rev guidance of flat to up slightly from Q1's $71.7 mln, and sees Q2 EPS of $0.11-$0.14 (which includes a restructuring charge of $3 mln). In addition, the co lowers 2003 guidance to $0.26-$0.36 in EPS on $290-$310 mln in revs, citing weaker than anticipated demand in Asia for both handsets and infrastructure and continued softness in telecom infrastructure markets.
Explosion reported at Yale University law school
Wednesday, May 21, 2003 Posted: 5:27 PM EDT (2127 GMT)
NEW HAVEN, Connecticut (AP) -- An explosion was reported in a mail room at the Yale University law school, a city spokesman said.
James Foye, a spokesman for Mayor John DeStefano, said he had no immediate information about any injuries.
The FBI in New Haven said members of the agency's terrorism task force were sent to the scene.
Smoke could be seen rising from downtown.
The incident came as the nation was on elevated alert for possible terrorist attacks and several hours after President Bush -- a Yale alumnus -- visited the state to speak at the U.S. Coast Guard Academy graduation ceremony in New London.
http://www.cnn.com/2003/US/Northeast/05/21/yale.explosion.ap/
I edited my post & added BRCM too FWIW.....
I'll be out after the close.....
Right now QQQ June Max Pain = $27
BRCM = $20
North American Semiconductor Equipment Industry Posts April 2003 Book-to-Bill Ratio of 0.86
SAN JOSE, Calif., MAY 15, 2003 -- The North American-based manufacturers of semiconductor equipment posted $823 million in orders in March 2003 (three-month average basis) and a book-to-bill ratio of 0.86, according to the April 2003 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.86 means that $86 worth of new orders were received for every $100 of product billed for the month.
The three-month average of worldwide bookings in April 2003 was $737 million. The bookings figure is five percent below the revised March 2003 level of $777 million and 26 percent below the $996 million in orders posted in April 2002.
The three-month average of worldwide billings in April 2003 was $854 million. The billings figure is nominally below the revised March 2003 level of $857 million and five percent above the April 2002 billings level of $815 million.
"Despite hopeful indications in last months figures, orders for new semiconductor manufacturing equipment remain at relatively low levels," said Stanley Myers, president and CEO of SEMI. "The April data reflects continuing uncertainty in the broader markets in regards to recovery in consumer and commercial spending."
The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars.
Billings
(Three-month avg.) Bookings
(Three-month avg.) Book-to-Bill
November 2002 976.4 776.7 0.80
December 2002 878.3 826.5 0.94
January 2003 784.4 739.0 0.94
February 2003 777.7 760.6 0.98
March 2003 (final) 857.1 777.3 0.91
April 2003 (prelim.) 853.8 737.2 0.86
17:45 ET On call, Kohl's says price deflation should lead to a decline in Q2 average unit retail (KSS) 53.02 -0.66: -- Update --
17:26 ET Kohl's lowers its Q2 outlook (KSS) 53.02 -0.66: -- Update -- On call, KSS now sees Q2 (July) comparable store sales of flat to up 3% and EPS of $0.38-0.42 (Reuters Research consensus of $0.41) due to the delayed start of spring spending and difficult year-ago comparisons.
17:20 ET On call, Kohl's says it will cut its Q2 sales forecasts -- more details to follow (KSS) 53.02 -0.66: -- Update --
16:06 ET Dell Computer reports in line; guides for Q2 (DELL) 32.02 -0.23: Reports Q1 (Apr) earnings of $0.23 per share, in line with the Reuters Research consensus of $0.23; revenues rose 18.2% year/year to $9.53 bln vs the $9.52 bln consensus. Company sees Q2 (Jul) earnings of $0.24, in line with. R.R. consensus of $0.24 and Q2 (Jul) revenues of $9.7 bln, also in line with R.R. consensus of $9.7 bln.
16:03 ET Kohl's reports in line (KSS) 53.01 -0.67: Reports Q1 (Apr) earnings of $0.32 per share, in line with the Reuters Research consensus of $0.32; revenues rose 13.2% year/year to $2.12 bln vs the $2.15 bln consensus.
14:19 ET Treasury yields hit new multi-decade lows : It took a little longer in the day, but the yield on 10-yr Treasury Note has followed the 30-yr Bond yield in moving to new 45 year lows. Traders are citing the recent Fed comments surrounding deflation, weaker economic data, technical buying and today's lower than expected Import Price data.
VIX is rather stubborn @ 22.52.
Watched it go by @ $15.30 on Island. Right now it's trading @ $15.58 there.
17:28 ET Network Appliance guides in-line with consensus (NTAP) 15.51 -1.22: -- Update -- On call, company says the typically challenging 1Q04 will see EPS of $0.07 and revenue growth of 2-5% sequentially (implying a revenue range of $246.4-253.7 mln). The Reuters Research consensus is EPS of $0.07 on revenues of $244.5 mln.
NTAP just took a nose dive in AH $15.30
17:08 ET Applied Materials (AMAT) 15.56 -0.16: -- Update -- On the conference call, management stated that they expect order to be flat in the next quarter, and sales to be at or below 2Q levels. EPS of guidance was $0.03 to $0.04 per share, consensus for next quarter is currently at $0.04 per share. Wall Street will likely not look to favorably on the announced .88 book-to-bill ratio, at least one analyst had estimated .91 for the quarter.
Dow Jones Business News
Applied Materials Posts Weaker 2nd-Quarter Results
Tuesday May 13, 4:56 pm ET
SANTA CLARA, Calif. -- Applied Materials Inc. (NasdaqNM:AMAT - News) swung to a net loss in its fiscal second quarter due to its latest restructuring effort.
For the quarter ended April 27, the semiconductor-equipment maker late Tuesday reported a net loss of $62.1 million, or four cents a share, compared with year- earlier net income of $52 million, or three cents a share.
Revenue fell 4.3% to $1.11 billion from $1.16 billion.
Applied Materials announced in March it would cut 2,000 jobs, or 14% of its work force, and consolidate facilities in Santa Clara and Austin, Texas. Along with cutting other costs and refocusing product-development efforts, the moves resulted in second-quarter charges of $151.7 million.
Excluding those charges, the company said it would have earned $44.8 million, or three cents a share, topping a mean estimate of analysts surveyed by Thomson First Call (News - Websites) by a penny a share.
New orders plunged 42% to $971 million. In a prepared statement, Chairman James C. Morgan said that while chip makers "remain cautious," they are continuing to "invest in advanced technologies as they balance their need to develop the most-advanced process capabilities with the uncertainties in the global economy and the impact of near-term weakness in chip demand."
Applied Materials, the biggest maker of semiconductor equipment, has been slammed along with other chip-equipment companies as manufacturers pare back their budgets due to tepid demand for high-tech products like personal computers. The chip-equipment industry is often a leading indicator of the overall health of the technology sector, and chip makers in particular.
-Kevin Kingsbury; Dow Jones Newswires; 609-520-4367
http://biz.yahoo.com/djus/030513/1656001497_1.html
AMAT says next qtr to be flat to down per CC.
Reuters
Nvidia sees revenue up, new chip next week
Thursday May 8, 5:26 pm ET
LOS ANGELES, May 8 (Reuters) - Graphics chip designer Nvidia Corp. (NasdaqNM:NVDA - News) plans to launch its new high-end graphics chip next week, and it sees revenue rising this quarter, the company said on Thursday.
On a conference call to discuss the company's fiscal first-quarter results, Nvidia Chief Financial Officer Marv Burkett said the company expects revenue to rise 12 percent to 18 percent in the second quarter, though gross margins may dip 1 percent to 2 percent.
Chief Executive Jen-Hsun Huang said the company will launch its new graphics chip, code-named "NV35," next week. It will replace the company's prior top-end product, code-named NV30, which Huang said was unsuccessful.
http://biz.yahoo.com/rc/030508/tech_nvidia_outlook_1.html
SEMI Reports First Quarter 2003 Silicon Wafer Area Shipments
Silicon Shipments Higher Than Previous Quarter
SAN JOSE, Calif., May 6, 2003 – Worldwide silicon wafer area shipments increased by four percent during the first quarter 2003 when compared to the fourth quarter 2002 area shipments according to Semiconductor Equipment and Materials International (SEMI) in its quarterly analysis of the silicon wafer industry.
Total silicon wafer area shipments were 1,175 million square inches during the most recent quarter, up from the 1,134 million square inches shipped during the previous quarter. The new quarterly total area shipments are 16 percent above first quarter 2002 area shipments.
"Despite troubling global uncertainties during the first quarter, we view current silicon wafer shipments as a good sign that semiconductor demand is recovering.” said Stanley T. Myers, president and CEO of SEMI. "Fab utilization will likely improve going forward in 2003; however, since capital investment by silicon manufacturers has been constrained during the extended downturn, availability of some wafer products could tighten.”
Million of Square Inches
Q1 2002 Q4 2002 Q1 2003
Polished 758 860 882
Epitaxial 204 223 243
Nonpolished 49 51 50
TOTAL 1,011 1,134 1,175
17:11 ET Cisco Systems gives Q4 guidance (CSCO) 15.90 +0.51: -- Update -- On call, says it expects fiscal Q4 (Jul) revenues to be flat and bookings to increase slightly versus Q3
17:02 ET Cisco Systems (CSCO) 15.90 +0.51: -- Update -- On call, says that most CEOs are still conservative when it comes to spending, but that it is starting to see a few CEOs become a little more cautiously optimistic
16:53 ET Cisco Systems comments on product bookings (CSCO) 15.90 +0.51: -- Update -- On call, says product booking in U.S. in fiscal Q3, which represented 45% of total product bookings on a geographic basis, were a little bit better than expected in April, but stresses that it is far too early to consider a sustainable trend
16:47 ET Cisco Systems plans to remain active in market with share repurchase program (CSCO) 15.90 +0.51: -- Update --
16:41 ET Cisco Systems book-to-bill below 1.0 (CSCO) 15.90 +0.51: -- Update -- On call, says book-to-bill in Q3 was slightly below 1.0
15:17 ET Latest Bin Laden rumor : Worldtribune.com reports that the London-based Al-Hayat daily reported today that a U.S. force may have captured Usama bin Laden. The newspaper quoted Pakistani military sources as saying that bin Laden could have been one of the Al-Qaida leaders seized by the United States in a major attack on Al-Qaida strongholds in eastern Afghanistan over the last few days. (No other media outlets have reported this, to our knowledge.)
Treasury Says U.S. Could Face Default
1 hour, 33 minutes ago Add White House - AP Cabinet & State to My Yahoo!
By JEANNINE AVERSA, Associated Press Writer
WASHINGTON - The Treasury Department (news - web sites) says the United States could face the prospect of not being able to pay its bills in late May unless Congress raises the government's borrowing authority, now capped at $6.4 trillion.
Treasury's debt managers have taken a number of steps since February to prevent the government from defaulting on the national debt, but "on current projections, the extraordinary measures taken since Feb. 20, 2003, will only be adequate to meet the government's needs until the latter half of May," said a statement released Tuesday.
After that — absent a boost in the government's borrowing authority by Congress — Treasury would breach the current $6.4 trillion ceiling on the national debt.
"The Treasury will continue to work with Congress to ensure the government's ability to finance its operations," Treasury said.
Treasury has asked Congress to boost the government's borrowing authority, although it has not suggested a specific amount. A proposal is pending on Capitol Hill that would raise the debt ceiling to $7.38 trillion.
Last year, Congress boosted the old debt limit by $450 billion, from $5.95 trillion to the current $6.4 trillion.
At that time Treasury warned that Congress would need to again increase the government's borrowing authority.
Boosting the debt limit is more a matter of politics than economics.
Economists doubt Congress will refuse to raise the limit. A federal default is considered unimaginable because it would rattle bond markets, force interest rates higher, weaken the world economy and deliver a political blow to President Bush (news - web sites).
Democrats point to the government's need to borrow more to ridicule President Bush's tax cuts, his handling of the economy and ballooning federal government budget deficits, which are expected to hit records this year and next.
Republicans blame the lingering effects of the 2001 recession and the costs of fighting terrorism for the need to extend the debt limit.
By Memorial Day, Republicans hope to have pushed through Congress a tax-cut bill with a price tag of between $350 billion and $550 billion through 2013.
If Congress must approve a debt-limit extension during the same period of time, it could play into Democrats' political argument that the new tax cut will only make the government's red ink worse.
The government had to borrow a record $111 billion in the January-March quarter to cover the shortfall between expenses and tax revenue. It expects to borrow another $79 billion in the current quarter.
http://story.news.yahoo.com/news?tmpl=story&u=/ap/20030429/ap_on_go_ca_st_pe/debt_limit_3
Seems to be a reverse rally for now.
FOX reporting a suspicious substance has closed a Gilbert, AZ
post office - like 50 people - reports of some getting sick -
a crystalized substance is alleged to be the culprit.
FWIW
Egyptian sailor dies in Brazil from anthrax
- police
BRASILIA, Brazil, April 28 (Reuters) - A crew member of an Egyptian merchant ship has died in northern Brazil, almost certainly from anthrax, after opening a suitcase suspected of containing the substance which he was taking to Canada.
A spokesman for Brazilian federal police in the Amazon state of Para said on Monday an autopsy of the Egyptian man, whom he named as Ibrahim Saved Soliman Ibrahim, showed that he had died after vomiting, internal bleeding and multiple organ failure.
"He was the victim of anthrax," said Fernando Sergio Castro, adding that police were 90 percent certain that Ibrahim had died of anthrax.
Ibrahim died in the hotel were he was staying on April 11. Several health workers who found his body were taken to a hospital after becoming ill but are now out of danger.
Ibrahim had traveled to Brazil from Cairo to join his ship, the Wabi Alaras, which loaded bauxite in the Amazon to take to Canada.
"We imagine that this is about bioterrorism and Brazil was just used as a point of transfer," said Castro.
Ibrahim died before his ship sailed to Canada, where it was quarantined by authorities last week.
Canada was alerted about the ship through Interpol.
Castro said Ibrahim had been given the suitcase in Cairo by an unidentified person and was due to deliver it to somebody in Canada. But he doubted Ibrahim knew what the content of the bag was otherwise he most likely would not have opened it.
"He opened it because he was curious," Castro said.
After the Sept. 11, 2001 attacks on the United States, five people died in still-unsolved anthrax mailings.
http://www.alertnet.org/thenews/newsdesk/N28358509.htm
$USD not doing too well again.........
http://quotes.ino.com/chart/?s=NYBOT_DXY0
Tariq Aziz Captured in Iraq
Thursday, April 24, 2003
WASHINGTON — Tariq Aziz, Saddam Hussein's former deputy prime minister, is in United States custody, U.S. officials confirmed to Fox News Thursday.
The English-speaking Aziz, an outspoken defender of Saddam's regime during the months leading up to the Iraq war, was the eight of spades in the deck of 55 playing cards distributed to U.S. servicemen.
There were reports that Aziz, one of the few Christians in Saddam's predominantly Sunni Muslim regime, had turned himself in to American authorities.
http://www.foxnews.com/story/0,2933,85093,00.html
19:03 ET Furniture Brands reports Q1, guides Q2 and full yr below consensus (FBN) 21.20 +0.20: Reports Q1 (Mar) earnings of $0.52 per share, in line with the Reuters Research consensus of $0.52; revenues fell 3.2% year/year to $613.8 mln vs the $618.8 mln consensus. For Q2, co sees EPS of $0.47-$0.50 (consensus $0.57). FBN now sees full yr EPS of $2.00-2.05 (consensus $2.32). "Based on incoming order trends and discussions with our retail partners, we see no signs of improvement yet in the current business climate for the near term."
17:51 ET Plexus Corp misses by a penny, guides below consensus (PLXS) 10.00 +0.16: Reports Q2 (Mar) loss of $0.12 per share, $0.01 worse than the Reuters Research consensus of ($0.11); revenues fell 17.5% year/year to $190.8 mln vs the $190.5 mln consensus. Company sees a Q3 loss of $0.07-0.10 per share vs R.R. consensus of a loss of $0.06, revenues of $190-200 mln, consensus $195.6 mln.
17:46 ET Siebel Systems guides Q2 in line with consensus estimates (SEBL) 8.63 0: -- Update -- On call, SEBL says it expects Q2 (June) EPS of $0.02-0.04, net revenues of $340-360 mln, and license revenues of $120-140 mln... Reuters Research estimates are set at $0.03 for EPS and $352.2 mln for net revenues... CEO Tom Seibel says the economic outlook remains uncertain, and calls the future prospects for the company a "call on the economy."
17:29 ET KLA-Tencor guides below consensus (KLAC) 40.60 -1.26: -- Update -- On call, KLAC indicates that visibility is limited and management continues to be cautious regarding the environment. Firm expects Q4 (Jun) revenues of $300-310 mln and EPS of approximately $0.14... The current Reuters Research consensus estimate is for $322 mln in revenues and EPS of $0.15.