Lehman senkt Gewinnziele für Softwarebranche.

Lehman cuts ests. for infrastructure software sector (BMC, BEAS, PSFT, VRTS, SAP, ADVS, MERQ, MUSE, EMBT) by Tomi Kilgore
 
Analyst Neil Herman at Lehman Bros. lowered earnings and revenue  estimates for infrastructure software companies given feedback that the September quarter would be "disappointing" and that information technology spending in the December quarter is likely to be "quite anemic." He added that although valuations in the software sector appear attractive, stocks would likely still come under pressure as consensus Wall Street estimates are lowered further. Among the companies targeted for estimates cuts by Herman were PeopleSoft (PSFT), Veritas Software (VRTS), BEA Systems (BEAS), Mercury Interactive (MERQ), SAP (SAP),  Micromuse (MUSE), BMC Software (BMC), Advent Software (ADVS) and  Embarcadero Technologies (EMBT).

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zum 30.09. Der Glasfaserhersteller erwartet nur noch einen Quartalsumsatz von 190...200 Mio. Dollar statt bisher 200...210 Mio. Dollar.

Operativ hält JDS weiterhin an der Prognose von einem Verlust von 6-8 Cent/Aktie fest.

SoundView trims estimates on Microsoft, Dell, GTW, H-P (MSFT, GTW, AAPL, DELL, HPQ) by Julie Rannazzisi
 
SoundView Technology Group lowered estimates on a number of Systems companies due to weakening fundamentals and concerns over 2002 growth prospects. On Microsoft (MSFT), SoundView said: "It will be difficult for Microsoft to show ignificant additional growth without a return in PC growth and IT spending.
Microsoft is well positioned once PC and IT spending return [but] we are not buyers of the stock at these levels. Given current growth rates, we believe Microsoft is expensive." The firm sliced its December 2002 revenue and earnings estimates on the software titan. In the PC sector, SoundView trimmed fourth-quarter estimates on Dell Computer (DELL) and Gateway (GTW) while cutting its December quarter numbers on Apple Computer (AAPL). Dow company Hewlett-Packard (HPQ) also saw its estimates sliced.

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