Markets & Finance

Higher Forecast for AmeriTrade


Jan. 20

Company: AmeriTrade (AMTD)

Year ending: Sep-2004

Prior estimate: .60

New estimate: .73

Rationale: Higher average trades, better margins

Company: Continental Airlines (CAL)

Year ending: Dec-2004

Prior estimate: .75

New estimate: .50

Rationale: High fuel prices; pressure on yields

Company: Freeport McMoRan Copper & Gold (FCX)

Year ending: Dec-2004

Prior estimate: 1.20

New estimate: .95

Rationale: Gold, copper production guidance

Company: Harris Corp (HRS)

Year ending: Jun-2004

Prior estimate: 1.70

New estimate: 2.00

Rationale: Strong sales, margin outlook

Company: Placer Dome (PDG)

Year ending: Dec-2004

Prior estimate: .60

New estimate: .53

Rationale: Company guidance

Company: Providian Financial (PVN)

Year ending: Dec-2004

Prior estimate: 1.14

New estimate: .90

Rationale: Lowered margin, loan growth assumption

Jan. 16

Company: Axcelis Technology (ACLS)

Year ending: Dec-2004

Prior estimate: .34

New estimate: .50

Rationale: Sharply rising order rates

Company: ImClone Systems (IMCL)

Year ending: Dec-2003

Prior estimate: -.51

New estimate: -.32

Rationale: Amortization of milestones

Company: Juniper Networks (JNPR)

Year ending: Dec-2004

Prior estimate: .20

New estimate: .33

Rationale: Stronger revenue, gross margin

Company: Raymond James (RJF)

Year ending: Sep-2004

Prior estimate: 2.50

New estimate: 2.25

Rationale: Higher compensation expense

Company: Sun Microsystems (SUNW)

Year ending: Jun-2004

Prior estimate: -.18

New estimate: -.14

Rationale: Cost control

Jan. 15

Company: Apple Computer (AAPL)

Year ending: Sep-2004

Prior estimate: .40

New estimate: .44

Rationale: Improved outlook

Company: ASML Holding (ASML)

Year ending: Dec-2003

Prior estimate: .50

New estimate: .62

Rationale: Improving order rates

Company: Extreme Networks (EXTR)

Year ending: Jun-2004

Prior estimate: -.02

New estimate: -.07

Rationale: Disappointing revenue growth outlook

Company: Fairchild Semiconductor (FCS)

Year ending: Dec-2004

Prior estimate: .65

New estimate: .74

Rationale: Improving outlook

Company: Teradyne Inc (TER)

Year ending: Dec-2004

Prior estimate: .48

New estimate: .85

Rationale: Rapidly improving order rates

Company: Union Planters (UPC)

Year ending: Dec-2004

Prior estimate: 2.42

New estimate: 2.18

Rationale: Weaker outlook

Company: Yahoo Inc (YHOO)

Year ending: Dec-2004

Prior estimate: .55

New estimate: .60

Rationale: Rebound in online ad, cost cuts

Jan. 14

Company: Phelps Dodge (PD)

Year ending: Dec-2004

Prior estimate: 3.20

New estimate: 4.05

Rationale: Rising copper prices

Company: Plantronics (PLT)

Year ending: Mar-2005

Prior estimate: 1.32

New estimate: 1.50

Rationale: See improving demand

Company: Reuters Group (RTRSY)

Year ending: Dec-2004

Prior estimate: -.13

New estimate: -.15

Rationale: Weaker prospects

Company: Shaw Group (SGR)

Year ending: Aug-2004

Prior estimate: 1.15

New estimate: .60

Rationale: Pick up in power industry

Company: Washington Federal (WFSL)

Year ending: Sep-2004

Prior estimate: 2.24

New estimate: 2.00

Rationale: Strong revenues

Company: XL Capital (XL)

Year ending: Dec-2004

Prior estimate: 8.10

New estimate: 9.10

Rationale: Favorable business trends

Jan. 13

Company: Boston Communications (BCGI)

Year ending: Dec-2004

Prior estimate: .85

New estimate: 1.02

Rationale: More demand for prepaid wireless services

Company: General Motors (GM)

Year ending: Dec-2004

Prior estimate: 5.52

New estimate: 6.15

Rationale: Better pension funding status, economy

Company: INAMED Corp (IMDC)

Year ending: Dec-2004

Prior estimate: 2.45

New estimate: 1.95

Rationale: Now GAAP; exclude silicon implant revenues

Company: Steel Dynamics (STLD)

Year ending: Dec-2004

Prior estimate: 1.55

New estimate: 1.75

Rationale: See better demand, margins


Steve Ballmer, Power Forward
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