Markets & Finance

Higher Forecast for Amazon.com


Jan. 24

Company: Adaptec (ADPT)

Year ending: Mar-04

Prior estimate: 0.30

New estimate: 0.22

Rationale: See lower gross margins

Company: Amazon.com (AMZN)

Year ending: Dec-03

Prior estimate: 0.24

New estimate: 0.30

Rationale: Company guidance

Company: Atmel (ATML)

Year ending: Dec-03

Prior estimate: 0.05

New estimate: -0.05

Rationale: Still restructuring; modest demand

Company: Axcelis Technology (ACLS)

Year ending: Dec-03

Prior estimate: -0.02

New estimate: -0.16

Rationale: Company guidance

Company: CMS Energy (CMS)

Year ending: Dec-03

Prior estimate: 1.40

New estimate: 0.85

Rationale: Company lowered guidance

Company: Dime Community Bancshares (DCOM)

Year ending: Jun-03

Prior estimate: 1.79

New estimate: 1.98

Rationale: Improved guidance; strong fourth quarter of 2002

Company: Integrated Device (IDTI)

Year ending: Mar-04

Prior estimate: 0

New estimate: -0.10

Rationale: Demand remains weak

Company: JDS Uniphase (JDSU)

Year ending: Jun-03

Prior estimate: -0.16

New estimate: -0.19

Rationale: Lower gross margins

Company: Macromedia (MACR)

Year ending: Mar-03

Prior estimate: 0.29

New estimate: 0.41

Rationale: Company guidance, solid third quarter of fiscal year 2003

Company: McDATA (MCDTA)

Year ending: Dec-03

Prior estimate: 0.17

New estimate: 0.14

Rationale: See operating costs rising at faster pace

Company: Nortel Networks (NT)

Year ending: Dec-03

Prior estimate: -0.13

New estimate: -0.03

Rationale: Improved gross margins; cost cuts

Company: Plum Creek (PCL)

Year ending: Dec-03

Prior estimate: 1.35

New estimate: 1.12

Rationale: See weaker lumber, wood products markets

Company: Robert Half (RHI)

Year ending: Dec-03

Prior estimate: 0.25

New estimate: 0.05

Rationale: Business is still showing no signs of recovery

Company: RSA Security (RSAS)

Year ending: Dec-03

Prior estimate: 0.10

New estimate: 0.08

Rationale: Weaker outlook

Company: Sunoco (SUN)

Year ending: Dec-03

Prior estimate: 3.78

New estimate: 3.36

Rationale: Lower refining, marketing margins

Company: Varian Semiconductor (VSEA)

Year ending: Sep-03

Prior estimate: 0.27

New estimate: 0.51

Rationale: Company guidance, improved operating EPS

Company: VeriSign (VRSN)

Year ending: Dec-03

Prior estimate: 0.61

New estimate: 0.52

Rationale: Company guidance

Company: Western Digital (WDC)

Year ending: Jun-03

Prior estimate: 0.50

New estimate: 0.85

Rationale: Improving demand, ASPs, product mix

Jan. 23

Company: Agere Systems (AGR.B)

Year ending: Sep-03

Prior estimate: -0.20

New estimate: -0.18

Rationale: Weak markets, substantial debt

Company: America West (AWA)

Year ending: Dec-03

Prior estimate: -1.72

New estimate: -1.50

Rationale: Better business mix; costs down nicely

Company: Applera-Celera (CRA)

Year ending: Jun-03

Prior estimate: -1.40

New estimate: -1.19

Rationale: See lower costs, higher tax benefits

Company: BMC Software (BMC)

Year ending: Mar-04

Prior estimate: 0.42

New estimate: 0.52

Rationale: Acquisition of Remedy

Company: Boise Cascade (BCC)

Year ending: Dec-03

Prior estimate: 1.50

New estimate: 0.70

Rationale: Weak building products; higher costs

Company: Burlington Resources (BR)

Year ending: Dec-03

Prior estimate: 1.77

New estimate: 3.58

Rationale: See higher production, oil & gas prices

Company: Cabot Microelectronics (CCMP)

Year ending: Sep-03

Prior estimate: 2.06

New estimate: 1.55

Rationale: Customer price concession demands

Company: Cirrus Logic (CRUS)

Year ending: Mar-04

Prior estimate: 0.04

New estimate: -0.10

Rationale: Weaker outlook

Company: Computer Associates (CA)

Year ending: Mar-04

Prior estimate: 0.23

New estimate: 0.26

Rationale: Solid first quarter fiscal year 2003 results

Company: Cypress Semiconductor (CY)

Year ending: Dec-03

Prior estimate: -0.07

New estimate: -0.05

Rationale: Cost cutting through restructure

Company: Cytec Industries (CYT)

Year ending: Dec-03

Prior estimate: 1.80

New estimate: 2.10

Rationale: Company guidance, growth in chemical units

Company: EMC Corp (EMC)

Year ending: Dec-03

Prior estimate: 0.02

New estimate: 0.10

Rationale: Improving demand; cost cutting

Company: Helmerich & Payne (HP)

Year ending: Sep-03

Prior estimate: 0.98

New estimate: 0.21

Rationale: First-quarter EPS; conference call

Company: LSI Logic (LSI)

Year ending: Dec-03

Prior estimate: 0.25

New estimate: -0.10

Rationale: Company guidance

Company: NCR Corp (NCR)

Year ending: Dec-03

Prior estimate: 1.67

New estimate: 0.39

Rationale: Pension, restructuring charges

Company: Networks Associates (NET)

Year ending: Dec-03

Prior estimate: 0.62

New estimate: 0.71

Rationale: Better outlook, fourth-quarter results

Company: Packaging Corp (PKG)

Year ending: Dec-03

Prior estimate: 1.20

New estimate: 0.85

Rationale: Company guidance

Company: QUALCOMM Inc (QCOM)

Year ending: Sep-03

Prior estimate: 1.23

New estimate: 1.40

Rationale: Company guidance

Company: Reader's Digest (RDA)

Year ending: Jun-03

Prior estimate: 1.29

New estimate: 1.11

Rationale: Company guidance, softening European sales

Company: Robert Mondavi (MOND)

Year ending: Jun-03

Prior estimate: 2.60

New estimate: 2.33

Rationale: Oversupply of grapes; soft economy

Company: Roxio Inc (ROXI)

Year ending: Mar-04

Prior estimate: 0.33

New estimate: 0.29

Rationale: Lower revenues seen

Company: Tellabs (TLAB)

Year ending: Dec-03

Prior estimate: -0.04

New estimate: -0.17

Rationale: Worse than usual seasonal decline

Company: Texas Instruments (TXN)

Year ending: Dec-03

Prior estimate: 0.35

New estimate: 0.40

Rationale: Company guidance; lower cost structure


Ebola Rising
LIMITED-TIME OFFER SUBSCRIBE NOW

Sponsored Financial Commentaries

Sponsored Links

Buy a link now!

 
blog comments powered by Disqus