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                     Wednesday, May 23, 2001
benjamin.rogers@enron.com
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IN THIS ISSUE
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- TOP STORY: INTUIT'S DOING MORE WITH LESS
  http://www.fool.com/m.asp?i=413931

- NEWS TO GO: NOVELL, COMPUTER ASSOCIATES, AND NVIDIA
  http://www.fool.com/m.asp?i=413932

- HOT TOPICS: AOL TIME WARNER, EBAY, AND FORD
  http://www.fool.com/m.asp?i=413933

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TOP STORY
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INTUIT'S DOING MORE WITH LESS
Personal finance software vendor Intuit (Nasdaq: INTU) beat
lowered third-quarter earnings expectations yesterday, but said
full-year revenues would come in at the bottom end of earlier
guidance. Intuit posted pro forma profits of $0.55 per share,
beating Wall Street's expectation by two pennies. Revenues were
$425.2 million, below Wall Street's estimate of $435 million.

>>FULL STORY:
http://www.fool.com/m.asp?i=413935

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NEWS TO GO
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Novell (Nasdaq: NOVL), best known for its server operating
system, announced a second-quarter pro forma loss of $0.03 per
share, versus earnings of $0.02 per share in the year-ago
period. Wall Street expected earnings of $0.03 per share.
Revenue was $240.8 million, compared with $302.3 million in the
year-ago period. Novell is also cutting 5% of its workforce. The
layoffs, coupled with additional savings in travel, advertising,
and recruiting, are expected to return the company to
profitability.

Business-to-business software vendor Agile Software (Nasdaq:
AGIL) announced a fourth-quarter pro forma loss of $0.05 per
share, compared with a loss of $0.02 per share in the year-ago
period, and in-line with Wall Street's expectations. Revenue
increased 140% year-over-year to $26 million. Agile makes
software that allows companies to exchange information over the
Internet. Last month, Ariba (Nasdaq: ARBA) called off its
acquisition of the company.

Computer Associates (NYSE: CA), the world's third-largest
software company, posted pro forma pro rata income (i.e.,
results that are adjusted to allow the effects of a new sales
model to be compared against past numbers) of $0.47 per share,
compared to $0.34 per share in the year-ago period. That beat
Wall Street's estimate by a penny. Pro forma pro rata revenue
increased 3.6% year-over-year to $1.4 billion.

Computer graphic chipmaker Nvidia (Nasdaq: NVDA) maintained its
full-year guidance and reported first-quarter earnings of $0.40
per share, compared with $0.24 per share in the year-ago period.
Sales came in at $240.9 million, compared with $148.5 million in
the year-ago period. While other chipmakers are struggling,
shares of Nvidia have grown nearly twofold since January. In the
press release, CEO Jen-Hsun Huang highlighted the company's
entrance into the mobile and Apple (Nasdaq: AAPL) markets.

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HOT TOPICS
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WELCOME! YOU'VE GOT A RATE INCREASE!
As America Online hikes the rates for unlimited access, some
users question whether it's time to move on to another Internet
service provider.
http://www.fool.com/m.asp?i=413936

QUESTIONING EBAY'S MANAGEMENT
One Fool says he's a bit nervous about eBay's management since
the last conference call. Does he have anything to worry about?
http://www.fool.com/m.asp?i=413937

FORD TREADS ON FIRESTONE
It's a relationship forged in the day of Henry Ford himself, but
the tread's worn thin on this one.
http://www.fool.com/m.asp?i=413938

>>MORE HOT TOPICS
http://www.fool.com/m.asp?i=413939

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