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May 9
Company: Avaya Inc (AV
)
Year ending: Sep-03
Prior estimate: -0.26
New estimate: -0.05
Rationale: Gross margin improvement
Company: Belden Inc (BWC
)
Year ending: Dec-03
Prior estimate: 0.30
New estimate: 0.03
Rationale: Slower cost reductions
Company: C-COR.net (CCBL
)
Year ending: Jun-04
Prior estimate: 0.31
New estimate: -0.02
Rationale: Impact of no tax benefit
Company: Commscope (CTV
)
Year ending: Dec-03
Prior estimate: 0.12
New estimate: -0.07
Rationale: Lower gross margin improvement
Company: Corning Inc (GLW
)
Year ending: Dec-03
Prior estimate: -0.02
New estimate: 0.03
Rationale: Better than expected first quarter
Company: Delphi Corp (DPH
)
Year ending: Dec-03
Prior estimate: 1.03
New estimate: 0.91
Rationale: Lower production, margin expectations
Company: Furniture Brands (FBN
)
Year ending: Dec-03
Prior estimate: 2.30
New estimate: 1.98
Rationale: See lower sales, higher tax rate
Company: ICN Pharmaceuticals (ICN
)
Year ending: Dec-03
Prior estimate: 1.10
New estimate: 0.85
Rationale: Weakness in North American pharmaceuticals
Company: Ohio Casual (OCAS
)
Year ending: Dec-03
Prior estimate: 1.10
New estimate: 0.80
Rationale: Lower earned, net written premiums
Company: Schering-Plough (SGP
)
Year ending: Dec-03
Prior estimate: 0.90
New estimate: 0.75
Rationale: Rx-to-OTC shifts; launch costs
Company: Scientific-Atlanta (SFA
)
Year ending: Jun-04
Prior estimate: 0.70
New estimate: 0.78
Rationale: Higher sales growth
May 8
Company: Broadwing Inc (BRW
)
Year ending: Dec-03
Prior estimate: -0.32
New estimate: 0.47
Rationale: Writedown of broadband unit
Company: Comcast (CMCSA
)
Year ending: Dec-03
Prior estimate: 0.01
New estimate: -0.16
Rationale: Higher depreciation, amortization; integration costs
Company: Compuware (CPWR
)
Year ending: Mar-04
Prior estimate: 0.30
New estimate: 0.27
Rationale: Fourth-quarter results lower than expected
Company: Mid Atlantic Medical Services (MME
)
Year ending: Dec-03
Prior estimate: 2.75
New estimate: 3.15
Rationale: Company guidance
Company: Newmont Mining (NEM
)
Year ending: Dec-03
Prior estimate: 0.70
New estimate: 1.00
Rationale: Better than projected first-quarter EPS
Company: Pixar (PIXR
)
Year ending: Dec-03
Prior estimate: 1.50
New estimate: 1.25
Rationale: Certain profits shifted to 2004
Company: Polycom Inc (PLCM
)
Year ending: Dec-03
Prior estimate: 0.17
New estimate: 0.15
Rationale: Slower operating expense reductions
Company: Radio One'A' (ROIA
)
Year ending: Dec-03
Prior estimate: 0.30
New estimate: 0.26
Rationale: Slowed second-quarter advertising pacings
May 7
Company: Amazon.com (AMZN
)
Year ending: Dec-03
Prior estimate: 0.30
New estimate: 0.49
Rationale: Higher sales; cost cuts
Company: Anixter Intl. (AXE
)
Year ending: Dec-03
Prior estimate: 1.32
New estimate: 1.18
Rationale: Now includes other expenses
Company: Black Box Corp (BBOX
)
Year ending: Mar-04
Prior estimate: 3.48
New estimate: 2.71
Rationale: Sharp dropoff in revenue expectations
Company: Charter Communications (CHTR
)
Year ending: Dec-03
Prior estimate: -2.19
New estimate: -1.92
Rationale: Gains from high-speed data rollout
Company: Citrix Systems (CTXS
)
Year ending: Dec-03
Prior estimate: 0.66
New estimate: 0.73
Rationale: Better prospects
Company: Electronc Arts (ERTS
)
Year ending: Mar-04
Prior estimate: 2.81
New estimate: 3.14
Rationale: Fourth-quarter results better than expected
Company: Fidelity National (FNF
)
Year ending: Dec-03
Prior estimate: 4.38
New estimate: 4.87
Rationale: AIS acquisition
Company: Lamar Advertising (LAMR
)
Year ending: Dec-03
Prior estimate: -0.18
New estimate: -0.22
Rationale: Likely weaker than expected first half
Company: McDermott International (MDR
)
Year ending: Dec-03
Prior estimate: -0.05
New estimate: 0.10
Rationale: Cost overruns, negative cash flows
Company: Pioneer Natural Resources (PXD
)
Year ending: Dec-03
Prior estimate: 3.46
New estimate: 2.83
Rationale: First-quarter EPS, conference call; updated oil & gas prices
Company: Regeneron (REGN
)
Year ending: Dec-03
Prior estimate: -2.79
New estimate: -2.42
Rationale: See lower costs
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
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