ORCL -6%, MU -7% after ER

ypm968

如题

hotday

cdmawcl

Guidance lower? that's the key thing we need to watch.. Today's reversal is interesting, espeically retailor sector (due to BBBY ER)..

It's good to be flexible.

wolfdoctor

same as last summer. good er always got sold off.

水明善

队长， 请问你如何看后市？
我今天还是先出来了，觉得不好。
Oracle的报表不差，但照跌不误，我怀疑这是7月份的ER走势的预兆。

ysc

黄老泻

7月中旬以前做空指数。YMYD

qianshui

收到!

水明善

谢谢队长。

Ed02

ypm968

Finish Line Inc. (FINL) -7% after ER

cdmawcl

I have less worry on MU's ER due to the dynamics of memory business. ORCL's ER is much more important.. Missing HW rev is an indication of slowing down from IT companies. Still need to read the CC Q&A to understand better, again, next Q's guidance is MUCH more important..

cdmawcl

回复 ypm968 的帖子

The guidance seems OK, how to interpret this guidance tomorrow would be a good indication what market we are in.
Following Oracle’s (ORCL) fiscal Q4 report this evening, in which the company exceeded estimates slightly, management told analysts on a conference call to expect fiscal Q1 adjusted EPS of 45 cents to 48 cents per share, which is roughly in line with the consensus 46-cent estimate.

Revenue is expected to rise 9% to 12%, which would equate to roughly $8.27 billion to $8.5 billion. That is ahead of analysts’ $8.28 billion estimate.

Hardware revenue is expected to continue to decline to be volatile this quarter, with a projected range for hardware product revenue to fall 5% or rise 5% from the year-earlier level, the company said.

New software license revenue is expected to rise 10% to 20% in Q1

shoujie

cdmawcl 发表于 2011-6-23 16:43
回复 ypm968 的帖子

The guidance seems OK, how to interpret this guidance tomorrow would be a good i ...

翻译过来就是调降预期, guidance 不好

temujin

seems guidance is slight above estimates?

cdmawcl

回复 temujin 的帖子

that's why i said "it seems OK", i.e., not too good, neither too bad, how to respond to this kind of guidance is a good indication which (market) direction MM favors..

lwjnbtx

坊间对orcl收购sun很不感冒。

Im168