Company: C-COR.net (CCBL

)

Year ending: Jun-2004

Prior estimate: .00

New estimate: -.02

Rationale: Strong gross margin growth

Company: CIENA Corp (CIEN

)

Year ending: Oct-2004

Prior estimate: -.43

New estimate: -.57

Rationale: Lower revenue forecast

Company: Crescent R.E. (CEI

)

Year ending: Dec-2003

Prior estimate: .24

New estimate: -.04

Rationale: Worse fundamentals, property sale delays

Company: Kaydon Corp (KDN

)

Year ending: Dec-2003

Prior estimate: 1.00

New estimate: 1.15

Rationale: Greater than expected order rates

Company: Phelps Dodge (PD

)

Year ending: Dec-2003

Prior estimate: -.75

New estimate: -.66

Rationale: Better than expected second quarter

Company: Wet Seal 'A' (WTSLA

)

Year ending: Jan-2004

Prior estimate: -.10

New estimate: -1.00

Rationale: See significant margin contraction Aug. 20

Company: Agilent Technologies (A

)

Year ending: Oct-2004

Prior estimate: -.11

New estimate: .26

Rationale: Better cost/expense controls

Company: Dillard's (DDS

)

Year ending: Jan-2004

Prior estimate: .74

New estimate: -.17

Rationale: Weak sales momentum; markdown exposure

Company: Network Appliance (NTAP

)

Year ending: Apr-2004

Prior estimate: .29

New estimate: .37

Rationale: Gains in market share

Company: Photronics (PLAB

)

Year ending: Oct-2004

Prior estimate: .53

New estimate: .64

Rationale: Strong third quarter; outlook improving

Company: Sycamore Networks (SCMR

)

Year ending: Jul-2004

Prior estimate: -.20

New estimate: -.18

Rationale: Results better than expected Aug. 19

Company: Precision Castparts (PCP

)

Year ending: Mar-2004

Prior estimate: 2.13

New estimate: 2.80

Rationale: Should benefit from acquisition of ST Aug. 18

Company: Goodyear Tire & Rubber (GT

)

Year ending: Dec-2003

Prior estimate: -1.65

New estimate: -1.41

Rationale: Adjustng margin forecast

Company: Liberty Media 'A (L

)

Year ending: Dec-2003

Prior estimate: .15

New estimate: -.20

Rationale: Contract dispute at Starz Encore Aug. 15

Company: Open Text (OTEX

)

Year ending: Jun-2004

Prior estimate: 1.69

New estimate: 1.30

Rationale: New tax rate, company guidance