Markets & Finance

Lower Forecast for EDS


Company: Carpenter Technology (CRS)

Year ending: Jun-03

Prior estimate: -0.75

New estimate: -0.95

Rationale: Weak aerospace, power generation markets

Company: Devon Energy (DVN)

Year ending: Dec-03

Prior estimate: 3.73

New estimate: 4.73

Rationale: Higher oil & gas price forecasts

Company: DPL Inc (DPL)

Year ending: Dec-03

Prior estimate: 1.55

New estimate: 1.20

Rationale: Concern regarding asset portfolio performance

Company: Electronic Data Systems (EDS)

Year ending: Dec-03

Prior estimate: 2.37

New estimate: 1.91

Rationale: Difficult end-markets; margin pressure

Company: Lattice Semiconductor (LSCC)

Year ending: Dec-03

Prior estimate: 0.30

New estimate: 0.20

Rationale: Chip demand not rising quickly

Company: Nautilus Group (NLS)

Year ending: Dec-03

Prior estimate: 2.90

New estimate: 2.55

Rationale: Narrowing gross margin; slow sales rise

Company: Potash Corp (POT)

Year ending: Dec-03

Prior estimate: 1.50

New estimate: 2.00

Rationale: Company guidance; nitro fertilizer prices

Company: RSA Security (RSAS)

Year ending: Dec-03

Prior estimate: 0.10

New estimate: 0.08

Rationale: Adjusted model

Company: Tech Data (TECD)

Year ending: Jan-04

Prior estimate: 2.65

New estimate: 2.03

Rationale: Competitive pricing; European investment

Company: Temple-Inland (TIN)

Year ending: Dec-03

Prior estimate: 3.45

New estimate: 2.35

Rationale: Pushing out packaging sector recovery

Feb. 6

Company: Agilent Technologies (A)

Year ending: Oct-03

Prior estimate: 0.06

New estimate: -0.69

Rationale: Company guidance

Company: AMR Corp (AMR)

Year ending: Dec-03

Prior estimate: -10.00

New estimate: -12.00

Rationale: Difficult environment pressuring EPS

Company: Boston Communications (BCGI)

Year ending: Dec-03

Prior estimate: 0.56

New estimate: 0.65

Rationale: See greater focus on prepaid

Company: Glatfelter (GLT)

Year ending: Dec-03

Prior estimate: 1.30

New estimate: 1.15

Rationale: See near term weak publishing paper prices

Company: IMC Global (IGL)

Year ending: Dec-03

Prior estimate: 0.50

New estimate: 0.30

Rationale: Company guidance; lower fertilizer prices

Company: NVIDIA Corp (NVDA)

Year ending: Jan-04

Prior estimate: 0.75

New estimate: 0.60

Rationale: Softening chip pricing, PC demand

Company: Pacific Sunwear (PSUN)

Year ending: Jan-04

Prior estimate: 1.56

New estimate: 1.16

Rationale: Company guidance

Company: United Rentals (URI)

Year ending: Dec-03

Prior estimate: 1.08

New estimate: 0.92

Rationale: War, terrorism potential

Company: United Technologies (UTX)

Year ending: Dec-03

Prior estimate: 4.00

New estimate: 4.60

Rationale: Cost containment initiatives


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