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They will be drinking, dancing and partying like mad.Last week, Senegal closed schools after its victory in the first World Cup match because the kids could not be expected to study on such a day.Senegalese children were dancing in the streets, and soon enough, the adults were dancing with them.To be sure, not a lot of tech deals are going down in Senegal. could only wish it was a distraction here, but that's another story.) It's almost sacrilegious to work in Europe at this time.But the event is a distraction of euphoric proportions in Europe as well. At least half of the players are European or at least play in the European professional leagues.Indeed, France's victory over Brazil in the World Cup final back in 1998 sparked the biggest popular celebrations in the French capital since the liberation of Paris from the Nazis in 1944, according to The Economist magazine.I'm all for celebrations, but what's to become of those software sales targeting Europe and desperately needed in the final month of the quarter?Typically, software companies generate 50 to 60 percent of their sales in the final month of the quarter.Easily half of that comes in the last two weeks, according to Jim Mendelson, an analyst at Sound View Technology.And I'm hearing that European executives are taking time off in June to watch the games.

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This would be the first time that companies see year-over-year quarterly growth since December of 2000.That is, of course, if they actually do make their numbers.I'd be more inclined to feel that these numbers are possible if expectations were higher at the start of the year.But these numbers haven't changed since then, which means that expectations haven't been tempered, especially for the third quarter.Interestingly enough, the software sector, which makes up 23 percent of the S&P 500 tech companies, is expected to see second-quarter earnings fall 5 percent from the year-ago period.At the start of the year, the expectations were for a 10 percent increase in the second quarter.Still, some hedge fund managers are betting they'll come down further.And if not in the second quarter, then most definitely the third."As much as the June quarter is likely to be tough," wrote Herman, "we actually believe that the September quarter may well turn out to be the toughest quarter of the year." The September quarter is typically a weak quarter, but will be even weaker as IT executives are expected to go on extended vacations. Veri Sign VRSN, made a company-wide call to put most of its employees on paid-leave for the first week of July.If employees are on vacation, who's making the spending decisions?

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Not everyone will agree with the "Blame-the-World-Cup theory," including Mendelson. There are a countless number of reasons why tech looks vulnerable this summer, not the least of which is the negative political climate.Which makes software to design chips and looks to Europe for 20 percent of its total sales, fired an employee who was engaged in feeding Palestinians in Israel.The employee was hired to sell to customers in Israel and Germany but was let go because the Israeli government banned the employee from entering Israel for 10 years. But what's typical in an uncertain political environment?What other atypical circumstances will make selling internationally a tough proposition?The other reasons for June gloom: If companies continue to lay off employees, it's safe to assume that they have excess technology needs, like several drawers full of mobile phones that aren't in circulation.According to Lehman Bros., Oracle ORCL, are expected to lay off a significant number of employees over coming weeks.Already, Oracle said it laid off 200 software developers, or 2 percent of its software-development group, on Friday. Pip Coburn, global tech stock strategist at UBS Warburg, said the tech barometer could see a low-point of 1,400.But Lehman expects there to be layoffs that could amount to several percent of Oracle's 42,000-person workforce. No, it doesn't mean that people out of work can watch the World Cup unencumbered with the burden of sales quotas to meet. One of the biggest reasons for further pummeling: Profit estimates, of course."We believe that these likely employee reductions at the two largest independent enterprise software companies in the world reflect the very tough environment in the U. According to the Thomson Financial/First Call, tech companies as measured by the S&P 500 are expected to increase second-quarter earnings 32 percent from the year-ago period.For the third quarter, earnings are forecast to be 127 percent higher than in the same period of 2001.

игровой автомат футбол world cup