Message-ID: <13711234.1075852092270.JavaMail.evans@thyme> Date: Fri, 18 May 2001 11:31:00 -0700 (PDT) From: fool@motleyfool.com To: benjamin.rogers@enron.com Subject: Breakfast News: Is Dell's Price Cutting Working? Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: The Motley Fool X-To: benjamin.rogers X-cc: X-bcc: X-Folder: \BROGERS (Non-Privileged)\Rogers, Benjamin\Motley Fool E-mails X-Origin: ROGERS-B X-FileName: BROGERS (Non-Privileged).pst Please respond to The Motley Fool ======================== THE MOTLEY FOOL ======================== B R E A K F A S T N E W S Thursday, May 17, 2001 benjamin.rogers@enron.com ================================================================= IN THIS ISSUE --------------------- - TOP STORY: IS DELL'S PRICE CUTTING WORKING? http://www.fool.com/m.asp?i=411713 - NEWS TO GO: HEWLETT-PACKARD, CIENA, AND KMART http://www.fool.com/m.asp?i=411714 - HOT TOPICS: STARBUCKS, RETIREMENT, AND BUSH http://www.fool.com/m.asp?i=411715 ================================================================= SPONSORED BY: IndyMac Bank Refinance Now! Interest Rates have Dropped! IndyMac Bank is the #1 rated Mortgage website and guarantees to beat any mortgage by $300. Get your FREE quote now. Find out more. http://www.lnksrv.com/m.asp?i=411716 "What the customer demands is last year's model, cheaper. To find out what the customer needs, you have to understand what the customer is doing as well as he understands it. Then you build what he needs and you educate him to the fact that he needs it." -- Nicholas Dewolf ----------------------------------------------------------------- TOP STORY ----------------------------------------------------------------- IS DELL'S PRICE CUTTING WORKING? PC maker Dell (Nasdaq: DELL) yesterday lowered guidance and reported fiscal first-quarter (ended May 4) earnings in-line with Wall Street's expectations. The company's aggressive pricing continues to yield additional market share, but it's also hurting earnings growth. >>FULL STORY: http://www.fool.com/m.asp?i=411717 ----------------------------------------------------------------- NEWS TO GO ----------------------------------------------------------------- Handheld device maker Palm (Nasdaq: PALM) expects fourth-quarter sales of $140 million to $160 million, compared to earlier guidance of $300 million to $315 million. That lowered outlook means it will post a loss of $170 million to $190 million, versus earlier guidance for earnings of $80 million to $85 million. Palm is also taking a $300 million inventory charge and canceling its merger with Extended Systems (Nasdaq: XTND) due to market conditions. The Fool covered the handheld market this week in an article entitled "Game Over for Palm and Handspring?" http://www.fool.com/m.asp?i=411718 Test and measurement equipment maker Agilent Technologies (NYSE: A) posted lower-than-expected second-quarter profits yesterday, citing slowing customer demand and a number of large order cancellations. The company reported earnings of $0.26 per share, a penny below Wall Street's consensus expectation. Agilent's sales were $2.7 billion, compared to $2.5 billion in the year-ago period. Next quarter, it expects a loss of $0.20 to $0.30 per share, well below Wall Street's earlier estimate for earnings of $0.25 per share. Embedded software vendor Wind River Systems (Nasdaq: WIND) beat lowered first-quarter estimates yesterday, but said sales would fall 10% next quarter. The company posted earnings of $0.06 per share, compared to $0.11 per share in the year-ago quarter. Revenue came in at $110.2 million. Next quarter, the company expects sales of $96 million to $99 million and earnings of $0.01 to $0.03 per share. Wind River is also cutting its workforce by 12% to 15%. The Fool covered the company's warning earlier this month. http://www.fool.com/m.asp?i=411719 Clothing retailer Gap (NYSE: GPS) said its first-quarter earnings were in-line with Wall Street's expectations. Earnings fell 2% year-over-year to $0.13 per share. Revenues increased 16% year-over-year to $3.2 billion, but same-store sales, which measure sales growth at stores that have been open for more than a year, fell 7%. Gap failed to give any guidance, instead reiterating earlier comments that same-store sales will fall in the second quarter. Two Fools Dueled over the future of the retailer earlier this month. http://www.fool.com/m.asp?i=411720 ----------------------------------------------------------------- HOT TOPICS ----------------------------------------------------------------- FOLGERS VS. STARBUCKS Folgers is developing a chilled coffee drink. Does this mean trouble for Starbucks? http://www.fool.com/m.asp?i=411721 WHAT WILL IT TAKE TO RETIRE? A Fool on the Investing Beginners board asks what's reasonable to expect for a 20-year time frame... and receives some very helpful answers. http://www.fool.com/m.asp?i=411722 BUSH BOOSTS BALLARD The president injects some energy into the search for alternative sources of power. http://www.fool.com/m.asp?i=411723 >>MORE HOT TOPICS http://www.fool.com/m.asp?i=411724 ================================================================= SPONSORED BY: IndyMac Bank Refinance Now! Interest Rates have Dropped! IndyMac Bank is the #1 rated Mortgage website and guarantees to beat any mortgage by $300. Get your FREE quote now. Find out more. http://www.lnksrv.com/m.asp?i=411725 ================================================================= My Portfolio: http://www.fool.com/m.asp?i=411726 My Discussion Boards: http://www.fool.com/m.asp?i=411727 My Fool: http://www.fool.com/m.asp?i=411728 Fool.com Home: http://www.fool.com/m.asp?i=411729 My Email Settings: http://www.fool.com/community/freemail/freemaillogin.asp?email=benjamin.rogers@enron.com FAST AND FREE Grab your new Member Benefits and check out what's new for you this week. http://www.fool.com/m.asp?i=411730 CHOOSE THE BEST STOCKS FOR YOUR PORTFOLIO Lean how to evaluate companies in our online seminar. http://www.fool.com/m.asp?i=411731 FOOL DIRECT EMAIL SERVICES Unsubscribe, change your settings, temporarily suspend mail delivery: http://www.fool.com/community/freemail/freemaillogin.asp?email=benjamin.rogers@enron.com EMAIL DISCUSSION BOARD Let us know what you think of our email products: http://www.fool.com/m.asp?i=411732 _________________________________________________________________ (c) Copyright 2001, The Motley Fool. All rights reserved. This material is for personal use only. Republication and redissemination, including posting to news groups, is expressly prohibited without the prior written consent of The Motley Fool. MsgId: msg-31713-2001-05-18_9-17-02-3342218_2_Plain_MessageAddress.msg-09:24:18(5-18-2001) X-Version: mailer-sender-master,v 1.84 X-Version: mailer-sender-daemon,v 1.84 Message-Recipient: benjamin.rogers@enron.com