EPS Changes November 9, 2006, 3:38PM EST

Lower Forecast for Meritage Homes

S&P revises earnings per share estimates for Apollo Investment and more

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EPS Changes

Company	Symbol	FY-End	Prior	New	Comment
Amkor Technology	AMKR	Dec-07	0.82	1.06	Improved rev outlook, better prod mix
Foster Wheeler	FWLT	Dec-07	2.85	3.30	Better than expected Q3
Goodyear Tire	GT	Dec-07	1.35	1.47	Better mix and pricing
KongZhong Corp	KONG	Dec-07	0.60	0.31	Regulatory changes
Lattice Semiconductor	LSCC	Dec-07	0.18	0.12	Lower guidance
LIN TV'A'	TVL	Dec-07	0.31	0.20	New definition of continuing operatins
Maxim Integrated	MXIM	Jun-07	1.50	1.31	Slower economy
Meritage Homes	MTH	Dec-07	5.50	4.15	Weak demand driving margins lower
OSI Pharmaceuticals	OSIP	Dec-07	0.55	-0.03	New management guidance
Thermo Electron	TMO	Dec-07	2.03	2.30	Completion of merger with FSH
11/8/2006
Activision	ATVI	Mar-07	0.14	0.08	Slower Q4 guidance
Altera Corp	ALTR	Dec-07	1.10	0.99	Better guidance
Career Education	CECO	Dec-07	1.60	1.40	Weaker than expected margins
ExpressJet Holdings	XJT	Dec-07	1.30	1.00	Higher costs
Genl Growth Properties	GGP	Dec-07	0.52	0.14	Lower land sales, higher expenses
Greenfield Online	SRVY	Dec-07	0.33	0.40	Forward guidance, improving margins
Infineon Technologies	IFX	Sep-07	0.40	0.33	Lower guidance
James River	JRCC	Dec-07	0.93	-0.70	Production shortfall, lower pricing
New York Mortg.	NTR	Dec-07	0.22	-0.51	Declining origination volumes
PDL BioPharma	PDLI	Dec-07	0.40	0.50	New management guidance
Polo Ralph Lauren	RL	Mar-07	3.35	3.70	Better than expected Q2
Repsol YPF S.A	REP	Dec-07	3.77	3.23	Updated price & margin projections
Total 'B' ADS	TOT	Dec-07	7.28	6.19	Updated price and margin projections
Trimeris Inc	TRMS	Dec-07	0.08	0.38	Improved gross margin, cost controls
United Microelectronics	UMC	Dec-06	0.19	0.22	Reports Q2 results
11/7/2006
Apollo Investment	AINV	Mar-07	2.10	2.79	Higher interest & dividend income
ARM Holdings	ARMHY	Dec-07	0.33	0.29	Lower guidance
Astoria Financial	AF	Dec-07	1.97	1.69	Lowering net interest margin assumptin
Beazer Homes	BZH	Sep-07	7.60	3.80	Lower demand impacting margins
Blockbuster	BBI	Dec-07	0.40	0.25	Revised operating outlook
Crescent Real Estate	CEI	Dec-07	-0.30	-0.35	Lower gains & residential lot sales
Kite Realty Group	KRG	Dec-07	0.30	0.46	Higher expenses, construction costs
Leap Wireless	LEAP	Dec-07	0.46	0.61	Revs were stronger on customer growth
Mediacom Comm.	MCCC	Dec-07	0.19	0.25	Revised operating outlook
Mentor Corp	MNT	Mar-07	1.35	1.05	Higher second half R&D spending
Pain Therapeutics	PTIE	Dec-07	0.25	0.20	Cost shifiting
Philippine Long Distance	PHI	Dec-07	3.60	4.00	Wider margins, costs controls
Pike Electric	PEC	Jun-07	0.85	0.55	Higher SG&A expense impacting margins
Pinnacle Airlines	PNCL	Dec-07	1.50	1.70	Reflects good costs controls
Strategic Hotels	BEE	Dec-07	0.44	0.21	Lower RevPar growth expectations
Toll Brothers	TOL	Oct-07	3.75	2.30	Lower demand impacting margins
Toyota Motor ADS	TM	Mar-07	8.06	8.90	Better than expected Q3 results
U-Store-It Trust	YSI	Dec-07	0.04	0.00	Higher expense projections
11/6/2006
Alexandria R.E	ARE	Dec-07	3.27	2.54	Higher expense projections
H & R Block	HRB	Apr-07	1.42	1.26	Reduced revenue, margin projections
Lifetime Brands	LCUT	Dec-07	1.95	1.72	Conservative outlook consumer spending
Noble Energy	NBL	Dec-07	8.30	6.33	Updated price & margins
Saxon Capital	SAX	Dec-07	0.98	-0.31	Decline in net interest margins
TIM Participacoes	TSU	Dec-07	1.65	1.30	Higher effective tax rate
11/3/2006
BT Group plc AD	BT	Mar-07	4.03	3.38	Increased competition in broadband mkt
CBL	CBL	Dec-07	1.45	1.03	Higher expense projections
Electronic Arts	ERTS	Mar-07	0.13	0.23	Strong Q2 results
Gateway Inc	GTW	Dec-07	0.11	0.09	Weakness in co's professional segment
Haverty Furniture	HVT	Dec-06	0.98	0.85	Weak Oct sales & industry fundamentals
HRPT Properties	HRP	Dec-07	0.60	0.50	Dilution from preferred stock offering
JDS Uniphase	JDSUD	Jun-07	0.14	0.16	Improved profitability
Milacron Inc	MZ	Dec-07	-0.30	-0.15	Improving margins, cost savings
NitroMed Inc	NTMD	Dec-07	-2.18	-1.88	Lower than expected operating costs
Public Storage	PSA	Dec-07	2.34	0.53	Higher expense projections
Red Robin Gourmet Burgers	RRGB	Dec-07	2.20	1.78	Lower sales & higher operating costs
Station Casino	STN	Dec-07	2.75	2.17	Impact from construction disruption
Sun Communities	SUI	Dec-06	-0.09	-0.37	Lower home sales, higher expenses
Whole Foods Market	WFMI	Sep-07	1.68	1.47	Slower comp-store sales growth
11/2/2006
Annaly Capital	NLY	Dec-07	0.90	1.00	Higher asset base
Apartment Investment	AIV	Dec-06	-0.85	-1.44	Higher interest & depreciation expense
Axcelis Technologies	ACLS	Dec-07	0.67	0.59	Declining gross margins on new prodcts
Marathon Oil	MRO	Dec-07	13.51	14.50	Updated price & margin projections
Payless ShoeSource	PSS	Jan-07	1.35	1.50	New merchandising strategies payng off
Pier 1 Imports	PIR	Feb-07	-0.89	-1.02	Weak October sales results
Sunstone Hotel	SHO	Dec-07	1.32	0.83	Impact from renovation projects
TODCO'A'	THE	Dec-06	3.47	3.11	Adjusted dayrates & utilization
Urban Outfitters	URBN	Jan-07	0.78	0.70	Reducing sales & earnings growth
WCA Waste	WCAA	Dec-07	0.45	0.35	Softer residential construction volume
WellCare Health	WCG	Dec-07	3.50	4.00	Cost control
Williams Cos	WMB	Dec-06	1.26	1.13	Unprofitably hedged production

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