Please respond to The Motley Fool 
======================== THE MOTLEY FOOL ========================
                   B R E A K F A S T   N E W S
                    Wednesday, April 25, 2001
benjamin.rogers@enron.com
=================================================================

IN THIS ISSUE
---------------------
- TOP STORY: VERIZON: LONG-DISTANCE BUSINESS RISIN'
  http://www.fool.com/m.asp?i=397702

- NEWS TO GO: DISNEY, FLEXTRONICS, AND BMC SOFTWARE
  http://www.fool.com/m.asp?i=397703

- HOT TOPICS: IBM, DELL, AND BERKSHIRE HATHAWAY
  http://www.fool.com/m.asp?i=397704

=================================================================
SPONSORED BY: IBD
Sign up for two FREE weeks of Investor's Business Daily and
learn how to use this valuable source of investor
information with an online tutorial from the Fool.
http://www.lnksrv.com/m.asp?i=397705


"Keep your old love letters. Throw away your old bank
statements." -- Mary Schmich

-----------------------------------------------------------------
TOP STORY
-----------------------------------------------------------------

VERIZON: LONG-DISTANCE BUSINESS RISIN'
Telecommunications services giant Verizon (NYSE: VZ) said
first-quarter profits from operations were $0.72 per share, up
from $0.69 a year ago. The company, formed when Bell Atlantic
bought GTE last summer, turned in revenues of $16.3 billion for
the quarter. The EPS figure was a penny better than the
consensus expectation of Wall Street analysts.

>>FULL STORY:
http://www.fool.com/m.asp?i=397706

-----------------------------------------------------------------
NEWS TO GO
-----------------------------------------------------------------

Shrewd cost-cutting at Disney (NYSE: DIS) helped the company
turned in fiscal second-quarter profit growth even as the top
line took a dip. Revenues fell to $6 billion from $6.3 billion.
Analysts were expecting an uptick to $6.4 billion. However,
higher margins propped operating profits to $0.19 a share, well
ahead of analyst estimates and last year's $0.14-a-share
showing. Look for more coverage of Disney in Fool News &
Commentary later today.

Contract electronics manufacturer Flextronics (Nasdaq: FLEX)
said fiscal Q4 EPS was $0.22, up from last year's $0.17 but down
$0.02 from Wall Street's projections. The company is cutting
about 7,000 jobs, or 10% of its workforce, and trimming
production capacity 15% in the face of slowing demand.

Mainframe software company BMC Software (NYSE: BMC) said it
earned $0.26 per share in fiscal Q4, beating the Street's $0.24
consensus estimate and its own preannounced $0.23 to $0.25 range
as revenues fell year-over-year to $422.8 million. The company
pointed investors toward full fiscal-year sales growth of
between 12% and 15%.
http://www.fool.com/m.asp?i=397707

Pay-for-performance Web search service GoTo.com (Nasdaq: GOTO)
announced first-quarter losses of $0.13 per share, better than
the year-ago $0.20 per-share loss and well ahead of the $0.31 to
$0.33 range Wall Street was looking for. Revenues jumped more
than 200% to $50 million for the quarter.

-----------------------------------------------------------------
HOT TOPICS
-----------------------------------------------------------------
IBM GOES SHOPPING
What's a billion, give or take? That's what Big Blue is spending
to acquire Informix, and Fools are offering their thoughts on
this latest purchase.
http://www.fool.com/m.asp?i=397708

WHAT DOES DELL KNOW?
So far it's the only computer maker who has not guided earnings
lower. Does Dell know something about the current environment
that other boxmakers don't?
http://www.fool.com/m.asp?i=397709

THE IMPORTANCE OF BEING PREDICTABLE
A Fool on the Berkshire Hathaway board takes issue with
Buffett's "predictability of earnings" approach to investing.
http://www.fool.com/m.asp?i=397710

>>MORE HOT TOPICS
http://www.fool.com/m.asp?i=397711

=================================================================
SPONSORED BY: IBD
Sign up for two FREE weeks of Investor's Business Daily and
learn how to use this valuable source of investor
information with an online tutorial from the Fool.
http://www.lnksrv.com/m.asp?i=397712
=================================================================

My Portfolio: http://www.fool.com/m.asp?i=397713
My Discussion Boards: http://www.fool.com/m.asp?i=397714
My Fool: http://www.fool.com/m.asp?i=397715
Fool.com Home: http://www.fool.com/m.asp?i=397716
My Email Settings:
http://www.fool.com/community/freemail/freemaillogin.asp?email=benjamin.rogers@enron.com


25 INVESTING IDEAS FOR A DOWN MARKET
Our Rule Maker team has picked out 25 high-quality companies
with realistic valuations. Check them out and see if one of
these investments is right for you.
http://www.lnksrv.com/m.asp?i=397717

GET WHAT YOU'VE BEEN MISSING!
Check out our Member Benefits Center for
our latest special offers, just for you.
http://www.fool.com/m.asp?i=397718

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=397719

_________________________________________________________________
(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-19645-2001-04-25_9-07-36-3285607_2_Plain_MessageAddress.msg-09:12:42(4-25-2001)
X-Version: mailer-sender-master,v 1.84
X-Version: mailer-sender-daemon,v 1.84
Message-Recipient: benjamin.rogers@enron.com