Company: AGCO Corp (AG

)

Year ending: Dec-2003

Prior estimate: 1.34

New estimate: 1.55

Rationale: See better margins

Company: Longview Fibre (LFB

)

Year ending: Oct-2003

Prior estimate: .08

New estimate: .05

Rationale: Weak paper, paperboard volumes, prices Aug. 26

Company: McDATA 'A' (MCDTA

)

Year ending: Jan-2004

Prior estimate: .26

New estimate: .29

Rationale: Better than expected Aug. 22

Company: Gap Inc (GPS

)

Year ending: Jan-2004

Prior estimate: .90

New estimate: 1.04

Rationale: Cost controls, improved margins

Company: Nordstrom (JWN

)

Year ending: Jan-2004

Prior estimate: 1.21

New estimate: 1.35

Rationale: Better second quarter; improved margins

Company: Novell (NOVL

)

Year ending: Oct-2004

Prior estimate: .10

New estimate: .06

Rationale: Better than expected execution