AMD report has positive effect after hours - From Briefing.com:
6:22PM Numerical Tech (NMTC) 24.78 -1.80: Company warns for Q1 (Mar), expects EPS of $0.04, excluding charges, vs. consensus estimate of $0.06, revs of $13 mln vs. consensus estimate of $15 mln.
5:19PM Advanced Micro (AMD) 17.91 -1.24: Company issues upside pre-announcement for Q1 the company sees revenues of approximately $900 mln versus the current consensus estimate of $834 mln; sees "small net loss" versus the current consensus estimate for a net loss of $0.15 per share.
5:15PM Advanced Micro (AMD) 17.91 -1.24: Reports Q4 (Dec) loss of $0.05 per share, $0.13 better than the Multex consensus of ($0.18); revenues fell 19% year/year to $951.9 mln vs the $860.2 mln consensus.
4:52PM Alpha Ind (AHAA) 18.50 +0.61: Reports Q3 (Dec) loss of $0.04 per share, in line with the Multex consensus of ($0.04); revenues rose 0.3% year/year to $33.1 mln vs the $33.6 mln consensus; expects "total net sales and operating results for the March quarter to be similar to the levels reported for the December quarter;"; guidance amounts to a warning as the consensus estimates for Q4 are for breakeven operating results on revenues of $37.9 mln.
4:40PM Conexant (CNXT) 13.30 +0.72: Reports Q1 proforma EPS of ($0.42), $0.02 better than consensus; revs grew 14% sequentially to $229.5 mln, better than consensus of $219.66 mln. For Q2, the co anticipates that both wireless and broadband businesses will be flat to slightly up on a sequential basis, that gross margins will improve by 3-5%, and expects a further 10% sequential improvement in EPS, or roughly a penny better than the Mar qtr consensus of a loss of $0.39.
4:19PM Photon Dynamics (PHTN) 39.65 -0.78: Reports Q1 (Dec) loss of $0.22 per share, $0.05 better than the Multex consensus of ($0.27); revenues fell 40.6% year/year to $14.2 mln vs the $12.4 mln consensus; company updates guidance for Q2; expects revenue in the range of $16.3-$18.4 mln versus the current consensus estimate of $16.0 mln; sees Q2 net loss in the range of $0.08-$0.16 versus the current consensus estimate for a net loss of $0.09 per share.
4:15PM Numerical Tech (NMTC) 24.78 -1.80: Reports Q4 (Dec) earnings of $0.07 per share, in line withthe Multex consensus of $0.07; revenues rose 67% year/year to $14.2 mln vs the $14.6 mln consensus
3:18PM TWP on EMS Companies : CNBC mentions that EMS stocks are getting hit today due to a cautious Thomas Weisel note on the group. CLS (-4.0%) should report an in-line Dec qtr, and NEC deal should be neutral to FY02 EPS and add $0.05-$0.07 to FY03; FLEX (-4.2%) should meet Dec est, but should guide lower to sequential decline in March qtr due to end mkt weakness (particularly in cell phones); SANM (-7.4%) may see modest sequential decline in revs, but firm expects increasing profitability throughout CY02.
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