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|  | JANUARY 21, 2004
 EPS CHANGES Higher Forecast for AmeriTrade S&P revises earnings estimates for Juniper Networks and others Jan. 20 Company: AmeriTrade (AMTD ) Year ending: Sep-2004 Prior estimate: .60 New estimate: .73 Rationale: Higher average trades, better margins Company: Continental Airlines (CAL ) Year ending: Dec-2004 Prior estimate: .75 New estimate: .50 Rationale: High fuel prices; pressure on yields Company: Freeport McMoRan Copper & Gold (FCX ) Year ending: Dec-2004 Prior estimate: 1.20 New estimate: .95 Rationale: Gold, copper production guidance Company: Harris Corp (HRS ) Year ending: Jun-2004 Prior estimate: 1.70 New estimate: 2.00 Rationale: Strong sales, margin outlook Company: Placer Dome (PDG ) Year ending: Dec-2004 Prior estimate: .60 New estimate: .53 Rationale: Company guidance Company: Providian Financial (PVN ) Year ending: Dec-2004 Prior estimate: 1.14 New estimate: .90 Rationale: Lowered margin, loan growth assumption Jan. 16 Company: Axcelis Technology (ACLS ) Year ending: Dec-2004 Prior estimate: .34 New estimate: .50 Rationale: Sharply rising order rates Company: ImClone Systems (IMCL ) Year ending: Dec-2003 Prior estimate: -.51 New estimate: -.32 Rationale: Amortization of milestones Company: Juniper Networks (JNPR ) Year ending: Dec-2004 Prior estimate: .20 New estimate: .33 Rationale: Stronger revenue, gross margin Company: Raymond James (RJF ) Year ending: Sep-2004 Prior estimate: 2.50 New estimate: 2.25 Rationale: Higher compensation expense Company: Sun Microsystems (SUNW ) Year ending: Jun-2004 Prior estimate: -.18 New estimate: -.14 Rationale: Cost control Jan. 15 Company: Apple Computer (AAPL ) Year ending: Sep-2004 Prior estimate: .40 New estimate: .44 Rationale: Improved outlook Company: ASML Holding (ASML ) Year ending: Dec-2003 Prior estimate: .50 New estimate: .62 Rationale: Improving order rates Company: Extreme Networks (EXTR ) Year ending: Jun-2004 Prior estimate: -.02 New estimate: -.07 Rationale: Disappointing revenue growth outlook Company: Fairchild Semiconductor (FCS ) Year ending: Dec-2004 Prior estimate: .65 New estimate: .74 Rationale: Improving outlook Company: Teradyne Inc (TER ) Year ending: Dec-2004 Prior estimate: .48 New estimate: .85 Rationale: Rapidly improving order rates Company: Union Planters (UPC ) Year ending: Dec-2004 Prior estimate: 2.42 New estimate: 2.18 Rationale: Weaker outlook Company: Yahoo Inc (YHOO ) Year ending: Dec-2004 Prior estimate: .55 New estimate: .60 Rationale: Rebound in online ad, cost cuts Jan. 14 Company: Phelps Dodge (PD ) Year ending: Dec-2004 Prior estimate: 3.20 New estimate: 4.05 Rationale: Rising copper prices Company: Plantronics (PLT ) Year ending: Mar-2005 Prior estimate: 1.32 New estimate: 1.50 Rationale: See improving demand Company: Reuters Group (RTRSY ) Year ending: Dec-2004 Prior estimate: -.13 New estimate: -.15 Rationale: Weaker prospects Company: Shaw Group (SGR ) Year ending: Aug-2004 Prior estimate: 1.15 New estimate: .60 Rationale: Pick up in power industry Company: Washington Federal (WFSL ) Year ending: Sep-2004 Prior estimate: 2.24 New estimate: 2.00 Rationale: Strong revenues Company: XL Capital (XL ) Year ending: Dec-2004 Prior estimate: 8.10 New estimate: 9.10 Rationale: Favorable business trends Jan. 13 Company: Boston Communications (BCGI ) Year ending: Dec-2004 Prior estimate: .85 New estimate: 1.02 Rationale: More demand for prepaid wireless services Company: General Motors (GM ) Year ending: Dec-2004 Prior estimate: 5.52 New estimate: 6.15 Rationale: Better pension funding status, economy Company: INAMED Corp (IMDC ) Year ending: Dec-2004 Prior estimate: 2.45 New estimate: 1.95 Rationale: Now GAAP; exclude silicon implant revenues Company: Steel Dynamics (STLD ) Year ending: Dec-2004 Prior estimate: 1.55 New estimate: 1.75 Rationale: See better demand, margins  All of the views expressed in this research report accurately reflect the research analyst's personal views regarding any and all of the subject securities or issuers. No part of analyst compensation was, is or will be, directly or indirectly related to the specific recommendations or views expressed in this research report. Standard & Poor's Regulatory Disclosure Any advice, analysis, or recommendations contained in articles labeled "Insight from Standard & Poor's" reflect the views of Standard & Poor's, which operates separately from and independently of BusinessWeek Online. It is possible that BWOL may from time to time publish information that is not consistent with advice, analysis, or recommendations that are published by Standard & Poor's. Standard & Poor's and BusinessWeek Online are each units of The McGraw-Hill Companies, Inc.
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