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Strategies & Market Trends : Galapagos Islands

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To: Techplayer who wrote (8669)10/22/2002 4:39:26 PM
From: Jorj X Mckie  Read Replies (1) of 57110
 
16:37 ET SLAB falls $1.40 following earnings





16:37 ET CYMI Cymer misses by 2 cents, issues guidance (21.37 -4.04)
Reports Q3 (Sep) earnings of $0.20 per share, $0.02 worse than the Multex consensus of $0.22; revs were $84.5 mln vs consensus of $80.5 mln. "The semiconductor industry has apparently entered the second decline of a double-dip downturn, which will have a negative impact on our fourth quarter operating results." Expects Q4 revs to decline by 20-25% sequentially (consensus is $76.7 mln).




16:37 ET KLAC KLA-Tencor EPS included a gain (30.55 -3.45) -- Correction --
The $0.26 EPS figure reported earlier includes a $9 mln pre-tax gain and therefore is probably not comparable to the $0.23 consensus; excluding this gain and assuming a 24% tax rate, EPS would have been $0.23, in line with the consensus.




16:36 ET TUP Tupperware misses estimates (17.76 -0.23)
Reports Q3 (Sep) earnings of $0.09 per share, $0.02 worse than the Multex consensus of $0.11.




16:33 ET SLAB Silicon Labs beats by $0.07; guides above consensus (24.86 -1.65) -- Update --
Posts Q3 net of $0.18 a share, $0.07 better than the Multex consensus, vs a yr-ago loss of $0.01. Revs rose 26% sequentially to $51.8 mln (consensus $46.88 mln). SLAB sees Q4 rising approx. 10% sequentially, suggesting Q4 rev of approx. $57 mln (consensus $51.13 mln).




16:33 ET STK Storage Tech beats by 4 cents (12.95 -0.25)
Reports Q3 (Sep) earnings of $0.22 per share, $0.04 better than the Multex consensus of $0.18; revs were $501.7 mln vs consensus of $478.6 mln.




16:31 ET CA Computer Assoc beats by 2 cents, raises FY03 guidance (12.10 -0.79)
Reports Q2 (Sep) earnings of $0.04 per share, $0.02 better than the Multex consensus of $0.02; revenues rose 5.3% year/year to $772.0 mln vs the $768.5 mln consensus. Expects Q3 EPS of $0.04-$0.05 (slightly higher than anticipated) on revs of $770-$790 mln; raises FY03 EPS guidance to $0.14-$0.16 from prior guidance of $0.10-$0.13 and reaffirms rev forecast of $3.1-$3.2 bln.




16:31 ET ANEN Anaren Microwave misses estimates (8.15 +0.18)
Reports Q1 (Sep) earnings of $0.01 per share, $0.02 worse than the Multex consensus of $0.03; revenues rose 36.0% year/year to $20.4 mln vs the $20.1 mln consensus.
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