CNBC DRAMA: THIS JUST HAPPENED, LIVE, TO ANDREW ROSS SORKIN

Listen to the conference call yourself for proof. There will be no debate.

They furthered there has been no marketing because they are supply constrained and have no idea how big this market can be. Sales are much stronger than originally anticipated.

BroadVision reports Q4 loss of $0.30; revs declined 18% YoY – no ests (22.03 -2.18)
BVSN reports Q4 loss of $0.30 per share, compared with loss of $0.33 in Q3 and EPS of $0.14 in 4Q10. Revs declined 18% YoY to $4.2 mln compared with revenues of $4.2 million for the third quarter ended September 30, 2011 and $5.1 million for the comparable quarter of 2010. There are no analyst estimates… License revenue for the fourth quarter of 2011 was $1.6 million, compared with $1.3 million for the prior quarter and $1.5 million for the comparable quarter of 2010.

In addition, the Company noted that, during the past few weeks, there has been an unusually large amount of trading activity and price movement in its stock. The Company is not aware of any corporate developments that it believes would explain this unusual activity. “With the close of Q4, we concluded 2011 with impressive growth in Clearvale over 2010, including the number of networks and users, paid customers and revenue bookings, despite a tough global business environment and the expected decline from our legacy business due to market maturity… Looking ahead at 2012, we will continue to execute our two-prong go-to-market strategy of focusing on channel partners via our Clearvale PaasPort program and on driving adoption via our Clearvale Social Enterprise Transformation (SET) program. As social business and cloud computing reach the mainstream, we believe Clearvale is very well positioned to dramatically change how people and businesses collaborate and in doing so transform the entire industry.”

Starts at 5pm est.

Risk on.

The Japanese govt is in discussions to privatize Tepco for $13 billion. Shares of Tepco are up 4% on that news.

#MCFAIL

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No. Ticker % Change
1 CTC 55.00
2 ILMN 46.19
3 ENMD 32.39
4 GENE 31.82
5 SYSW 30.30
6 XFN 29.27
7 TSON 25.66
8 NYNY 19.66
9 GNOM 19.20
10 NUVA 18.61
11 OPTT 18.00
12 LCC 17.32
13 FUEL 17.00
14 PACB 15.95
15 NFLX 14.98
16 TXT 14.62
17 FBN 14.57
18 GSS 13.37
19 NBG 13.17
20 CBPO 12.76
21 GBG 12.62
22 IDI 12.45
23 UXG 12.26
24 COOL 12.09
25 VALU 12.08
26 THM 11.83
27 TAYC 11.83
28 SQNS 11.30
29 USCR 11.29
30 CLR 11.11
31 MRTN 11.09
32 LGF 10.97
33 HOV 10.92
34 RGEN 10.83
35 AVL 10.73
36 GDP 10.69
37 ECA 10.61
38 EVC 10.49
39 SYUT 10.15
40 MDR 10.13
41 ICA 10.12

The State of the Union video feed can be accessed, while available, by clicking on the magical picture below.

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Apple prelim $13.87 vs $10.08 Capital IQ Consensus Estimate; revs $46.33 bln vs $39.04 bln Capital IQ Consensus Estimate

Apple sees Q2 EPS of ~$8.50 vs $8.00 Capital IQ Consensus Estimate; sees revs ~$32.5 bln vs $31.94 bln Capital IQ Consensus Estimate (420.41 -7.00)

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http://www.youtube.com/watch?v=yUzylT5vlBU

Socgen -8.5%

Commerzbank -5.2%

Dexia -5.6%

Credit Agricole -5.9%