MASTERING
THE TRADE
ORIGINAL, INTERACTIVE SEMINAR ON TRADING USING
TECHNICAL ANALYSIS 

 SEC FILINGS

ADC TELECOMMUNICATIONS (ADCT, 71.94)- The network equipment maker announced a 2 for 1 stock split.  The shares rose 4.5 in after hours trading on the news.

BROADBASE SOFTWARE (BBSW, 109.63)- The database software maker announced a 2 for 1 stock split.  Rhe shares gained 6 in after hours trading following the news.

CALICO COMMERCE (CLIC, 56.94)- The maker of b-to-b e-commerce software missed estimates by a penny as it lost 19 cents per share in its third quarter.  Revenues increased 52.6% to $8.7 million in the quarter.  The shares fell 7 points in after hours trading on the news.

FACTSET RESEARCH SYSTEMS (FDS, 69)- The financial data provider announced a 2 for 1 stock split and upped its quarterly dividend to $0.03 from $0.025.

GM-HUGHES ELECTRONICS (GMH, 110.5)- The company announced a major restructuring designed to refocus the company's business on consumer entertainment and corporate broadband services.  As part of the strategy shift, the company will sell 3 units with $2.3 billion in annual revenues to Boeing Co (BA, 42.38) in a deal valued at $3.75 billion.  Boeing will acquire Hughes Space and Communications Co, Hughes Electron Dynamics, and Spectrolab.  The company will also discontinue the manufacture of certain product lines at its HNS Wireless unit, and take a Fourth quarter charge of $275 million to cover the costs.

KEY TRONIC CORP (KTCC, 4.38)- The maker of computer keyboards warned that second quarter earnings and revenues will fall short of expectations due to a 60% drop in distribution channel keyboard sales.  The company now sees second quarter revenues of $41.3 million and a loss of ($0.17)-($0.19) per share.  Analysts were looking for a profit of $0.03 in the quarter.

MATHSOFT INC (MATH, 4.53)- The maker of analytical software earned two cents per share in its fourth quarter as revenues increased 17% to $8.6 million.  The shares rose 0.47 to 5 in after hours trading on the news.

MERCURY INTERACTIVE CORP (MERQ, 87.63)- The testing company announced a 2 for 1 stock split.  The shares gained 2.25 in after hours trading on the news.

SILKNET SOFTWARE INC (SILK, 149.25)- The maker of Internet customer support software said its second quarter loss narrowed to 20 cents per share, excluding a one-time charge, from last year's loss of 86 cents.  No analyst estimates were available for the quarter.  Revenues increased 140% to $7.9 million in the quarter.  The shares are down 4.25 in after hours trading on the news.

SMITHKLINE BEECHAM (SBH, 66.68)- The drugmaker is reportedly in merger talks with rival British pharmaceutical company Glaxo Wellcome PLC (GLX, 58), according to the Financial Times.

ETEC SYSTEMS INC (ETEC, 49.88)- The maker of precision masks used in the manufacturing of semiconductor wafers has agreed to be acquired by Applied Materials Corp (AMAT, 127) in a $1.8 billion all-stock deal.  Under the terms of the agreement, ETEC shareholders will receive 0.649 shares of AMAT for each ETEC share held.  Based on Wednesday's closing prices, the deal values each ETEC share at $82.42.  ETEC shares jumped 27.13 in after hours trading to 77 on the news, while Applied Materials shares dipped 2 points.

LODGIAN INC (LOD, 4.75)- The hotel operator warned that fourth quarter results will fall short of previous estimates.  The company now sees a loss of 12 to 14 cents per share in the quarter, compared to analysts' expectations of a breakeven quarter.  The company attributed the shortfall to higher costs and a Y2K related slowdown in holiday season travel.  The company  expects earnings for 2000 to be above 1999's levels, but said earnings could be negatively impacted if interest rates continue to rise.

1-800 CONTACTS INC (CTAC, 29.13)- The contact lens seller said it expects fourth quarter revenues to exceed $25 million.  The company reported revenues of $18.2 million in last year's fourth quarter.

ALPHA INDUSTRIES (AHAA, 57.06)- The semiconductor maker beat estimates by three cents as third quarter earnings increased 86% to 31 cents per share.  Revenues rose 46% to $47.5 million in the quarter.  The shares gained 1.5 in after hours trading on the news.

ARIBA INC (ARBA, 191)- The e-commerce software maker reported a narrower than expected first quarter loss of seven cents per share.  Analysts were looking for the company to lose 11 cents in the quarter.  Revenues increased 243% to $23.5 million in the quarter.  The shares gained 4 in after hours trading on the news.

ARMSTRONG WORLD INDUSTRIES (ACK, 36.75)- The maker of floor and ceiling products warned that fourth quarter earnings will fall significantly short of estimates.  The company now sees earnings of $0.90-$0.95 per share in the quarter.  Analysts were looking for $1.21.  The company attributed the shortfall to higher lumber costs and lower than expected European sales.

LENNAR CORP (LEN, 16)- The homebuilder beat estimates by two cents as fourth quarter earnings fell 10.4% to 95 cents per share.  Revenues increased 18.4% to $900 million in the quarter.

PLANTRONICS INC (PLT, 71.63)- The maker of communications headsets beat estimates by two cents as third quarter earnings rose 12.7% to 89 cents per share.  Revenues increased 5.3% from the prior year's third quarter to $76.1 million.

TMP WORLDWIDE (TMPW, 134.38)- The provider of direct marketing and recruitment services announced a 2 for 1 stock split.  The shares gained 9.63 to 144 in after hours trading following the news.

INNOTRAC CORP (INOC, 12.88)- The provider of Caller ID services warned that fourth quarter earnings will fall short of expectations due to lower than expected sales of Caller ID products.  The company now sees earnings of $0.08-$0.10 per share in the quarter, compared to analysts' expectations of 22 cents.

KANA COMMUNICATIONS (KANA, 197)- The maker of Internet customer service software announced a 2 for 1 stock split.  The shares rose 29 points on the news in after hours trading.

NEXTCARD INC (NXCD, 33.25)- Priceline.com (PCLN, 54.25) will offer customizable co-branded versions of NextCard's Visa and MasterCards to its customers. Priceline.com shares gained 0.63, and NextCard shares rose 2.75 in after hours trading on the news.

QUANTUM CORP-DLT & STORAGE SYSTEMS (DSS,12)- The maker of tape backup drives warned that third quarter earnings will fall short of expectations.  The company now sees revenues of $366 million and earnings of 30 cents per share in the quarter.  Analysts were looking for the company to earn 34 cents in the quarter.  The company attributed the shortfall to lower gross margins on its DLT tape drives, and said it expects the problems to continue into the fourth quarter.

SUPERTEX INC (SUPX, 19.63)- The semiconductor maker beat estimates by a penny as third quarter earnings rose 11% to 20 cents per share.  Revenues increased 47% to $17.7 million in the quarter.

THREE-FIVE SYSTEMS (TFS, 43.25)- The maker of LCD displays expects to beat fourth quarter estimates.  The company now expects to record revenues of $49-$50 million and earnings per share of $0.33-$0.34 in the quarter.  Analysts were looking for 19 cents in the quarter.  The company attributed the improved outlook to higher demand and lower taxes.

APPLIED MAGNETICS CORP (APM, 0.41)- The maker of magnetic recording heads for disk drives filed for Chapter 11 bankruptcy protection.

BALL CORP (BLL, 38.68)- The beverage can maker's shares are called undervalued in an article in this weekend's Barron's.

CHECKERS DRIVE-IN RESTAURANTS (CHKR, 2.19)- The restaurant operator said its Checkers of Chicago Inc subsidiary has filed for Chapter 7 bankruptcy protection and will close its 8 restaurants.  The company said the move by its subsidiary would not affect operations at its other restaurants. 

DSI TOYS INC (DSIT, 3.38)- The toy maker has acquired privately held doll maker Meritus Industries Inc in a $9 million deal.

ESAT TELECOM GROUP PLC (ESAT, 91.13)- British Telecommunications (BTY, 204.56) is reportedly planning to make a $2.1 billion white-knight offer for the Irish telecom operator, according to a story in London's Sunday Times.

GENICOM CORP (GECM, 1.06)- NASDAQ has informed the provider of enterprise printing services that it plans to delist the company's shares.  The company plans to appeal the decision.

INFINIUM SOFTWARE (INFM, 6.50)- The maker of human resources software warned that fiscal first quarter earnings will fall short of expectations.  The company now sees a loss of three to five cents in the quarter, compared to analysts' expectations of a profit of a penny per share.  The company attributed the lowered expectations to a Y2K related revenue shortfall.

INTERNET CAPITAL GROUP (ICGE, 173.88)- The Internet venture capital firm was called overvalued in an article in this weekend's Barron's.  The article says the current value of the company's investments is $15 per share.

JUNO ONLINE SERVICES (JWEB, 33.25)- The Internet service provider has filed for a secondary offering of 5 million shares, with 1.7 million shares being sold by existing shareholders.

RELIANCE GROUP HOLDINGS (REL, 6.81)- The insurer will take a fourth quarter charge of $100 million to cover costs associated with a settlement.

SI HANDLING SYSTEMS (SIHS, 9)- The manufacturer of materials handling systems missed estimates by 7 cents as third quarter earnings fell 75% to 3 cents per share, excluding restructuring charges.  Revenues increased 41.8% to $16.1 million in the quarter.

SYSCO CORP (SYY, 38.88)- The food distributor will acquire FreshPoint Holdings, a produce distributor with $750 million in annual revenues.  Terms of he deal were not disclosed.

TOKHEIM CORP (TOK, 3.63)- The maker of gas station pumps warned that it will report a wider than expected full year 1999 loss of $2.00-$2.10 per share.  Analysts were looking for a loss of $1.50.  The company attributed the shortfall to reduced capital spending by oil companies as a result of several mergers in the industry.  The company also said it had reached agreement with creditors to amend the terms of its credit facility.