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wstera2

07/18/02 4:38 PM

#5054 RE: Sir Realist #5053

16:33 ET Microsoft beats by a penny (MSFT) 51.11 -0.89: Reports Q4 earnings of $0.43 per share, $0.01 better than the Multex consensus; reports Q4 revenue of $7.25 billion vs the consensus of $7.08 billion; sees Q1 earnings of $0.42-$0.43 per share vs the consensus of $0.42 per share.

16:33 ET QLogic beats on top and bottom lines (QLGC) 41.33 -1.47: Posts Q1 pro forma net of $0.26 a share, $0.03 better than the Multex consensus. Revs rose 9% sequentially to $100.8 mln (consensus $96.74 mln).

16:28 ET Nortel matches estimates (NT) 1.31 -0.04: Reports Q2 (Jun) loss of $0.09 per share, in line with the Multex consensus of ($0.09); revenues from continuing operations were $2.77 billion vs the consensus estimate of $2.81 billion; expects Q3 2002 revenues to be essentially flat to Q2 vs the current consensus estimate of $2.92 bln.

16:28 ET PeopleSoft beats by a penny (PSFT) 14.51 -1.12: -- Update -- Reports Q2 pro forma EPS of $0.14, $0.01 better than the Multex consensus; revs were $482.2 mln, vs consensus of $471.2 mln.

16:26 ET Vitesse Semi matches on EPS; reduces workforce (VTSS) 3.18 -0.17: Posts a Q3 net loss of $0.10 a share, in line with the Multex consensus. Revs increased 2% sequentially to $43 mln (consensus $44.61 mln). VTSS will reduce its workforce by 200 employees.

16:26 ET Xilinx reports in-line earnings, Q2 rev guidance below consensus (XLNX) 19.52 -1.08: -- Update -- Reports Q1 GAAP EPS of $0.12, in line with the Multex consensus; revs were $289.9 mln, vs consensus of $295.0 mln. Co expects Q2 revs of $270-$280 mln, vs consensus of $310.2 mln.

16:25 ET Sybase beats by two cents (SY) 9.71 -0.39: Reports Q2 (Jun) earnings of $0.26 per share, $0.02 better than the Multex consensus of $0.24; revenues fell 12.5% year/year to $205.3 mln vs the $204.2 mln consensus.

16:23 ET BRCM slips 2.6%; XLNX off 4%; ISSX up 3.4%, :

16:21 ET MRO Software reports Q3 results (MROI) 6.99 -0.81: Reports Q3 (Jun) earnings of $0.08 per share, number is pro forma but may not be comparable to the Multex consensus of $0.01; total revenues for the third quarter were $41.4 million vs the consensus estimate of $41.6 million; for fiscal 2002, expects to be at the high end of the pro-forma EPS range of $0.10 to $0.15, and at the low end or slightly below the total revenue range of $171 to $176 million -- current consensus is $0.12 per share and $172.4 mln.

16:21 ET Scientific-Atlanta beats by 3 cents, revs light (SFA) 13.35 +0.21: -- Update -- Reports Q4 pro forma EPS of $0.28, $0.03 better than the Multex consensus; revs were $390.1 mln, vs consensus of $416.3 mln.

16:20 ET Integrated Device matches EPS consensus (IDTI) 14.07 -1.34: Reports

Sir Realist

07/18/02 4:38 PM

#5055 RE: Sir Realist #5053

4:35pm 07/18/02 [MSFT] MICROSOFT SEES Q1 REVS $7BLN-$7.1BLN

4:34pm 07/18/02 [GTW] GATEWAY Q2 REVENUE $1 BILLION

4:34pm 07/18/02 [MSFT] MICROSOFT Q4 REVS $7.25 BLN VS $6.58 BLN

4:35pm 07/18/02 [HELX] HELIX TECHNOLOGY Q2 NET LOSS 15 CENTS VS 14 CENTS

4:34pm 07/18/02 [MSFT] MICROSOFT Q4 NET EARNS 28C VS 1C

4:34pm 07/18/02 [PMCS] PMC-SIERRA Q2 NET LOSS 7 CENTS VS 9 CENTS YR AGO