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Strategies & Market Trends : Galapagos Islands

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To: X Y Zebra who wrote (22821)1/23/2003 4:26:24 PM
From: Jorj X Mckie  Read Replies (2) of 57110
 
BRCM beats, but no reaction from the stock

KLAC beats and is getting spanked

and then there is this...

16:23 ET ELX Emulex beats by a penny (21.37 +1.48)
Reports Q2 (Dec) earnings of $0.20 per share, $0.01 better than the Multex consensus of $0.19; revenues were unchanged from the year-ago period at $76.4 mln.




16:22 ET LSCC Lattice Semi reports in line (8.95 +0.08)
Reports Q4 (Dec) earnings of $0.06 per share, in line with the Multex consensus of $0.06; revenues rose 10.7% year/year to $57.7 mln vs the $57.2 mln consensus.




16:22 ET IDTI Integrated Device misses by $0.01 (7.84 +0.45)
Reports Q3 (Dec) loss of $0.20 per share, $0.01 worse than the Multex consensus of ($0.19); revenues fell 1.4% year/year to $79.0 mln vs the $79.8 mln consensus.




16:21 ET GNSS Genesis Microchip beats by $0.02 (16.60 +0.54)
Reports Q3 (Dec) earnings of $0.09 per share, $0.02 better than the Multex consensus. Revs rose 3.5% year/year to $51.6 mln vs the $50.6 mln consensus. For Q4, co sees revs flat with Q3 level of $51.6 mln (consensus $50.7 mln).




16:21 ET KLAC KLA-Tencor beats by a penny (36.41 +0.21)
Reports Q2 (Dec) earnings of $0.15 per share, $0.01 better than the Multex consensus of $0.14; revenues came in at $335.0 mln vs the Multex consensus estimate for revs of $330.6 mln.




16:19 ET AMZN Amazon.com beats by $0.05 (21.79 +0.62)
Reports Q4 (Dec) earnings of $0.19 per share, $0.05 better than the Multex consensus of $0.14; revenues rose 28.2% year/year to $1.43 bln vs the $1.39 bln consensus.




16:19 ET BRCM Broadcom tops estimates (17.49 +0.65)
Reports Q4 (Dec) loss of $0.02 per share, $0.01 better than the Multex consensus of ($0.03); revenues rose 2.0% year/year to $295.9 mln vs the $290.0 mln consensus.




16:19 ET PMCS PMC-Sierra beats by a penny (6.12 +0.31)
Reports Q4 (Dec) loss of $0.06 per share, $0.01 better than the Multex consensus of ($0.07); revenues rose 11.4% year/year to $52.6 mln vs the $51.7 mln consensus.




16:18 ET MIL Millipore misses by $0.04 (33.90 +0.45)
Reports Q4 (Dec) earnings of $0.41 per share, $0.04 worse than the Multex consensus of $0.45; revenues rose 10.1% year/year to $185.9 mln vs the $183.6 mln consensus.




16:17 ET ATML Atmel reports in line (2.14 +0.09)
Reports Q4 (Dec) loss of $0.06 per share, in line with the Multex consensus of ($0.06); revenues rose 7.0% year/year to $304.6 mln vs the $306.1 mln consensus. Although the $0.06 number excludes multiple ex items, it appears comparable to consensus.




16:15 ET MSCC Microsemi guides Q2 in-line (7.72 -0.08)
Company sees Q2 (Mar) EPS of $0.01-0.03 (Multex consensus $0.01).




16:15 ET VRSN VeriSign tops estimates (10.50 +0.41)
Reports Q4 (Dec) earnings of $0.18 per share, $0.04 better than the Multex consensus of $0.14; revenues fell 3.1% year/year to $275.0 mln vs the $274.4 mln consensus.




16:15 ET FLEX Flextronics beats by 2 cents, maintains guidance (8.21 +0.70)
Reports Q3 (Dec) earnings of $0.13 per share, $0.02 better than the Multex consensus of $0.11; revenues were unchanged from the year-ago period at $3.85 bln. Maintains Q4 guidance of EPS of $0.05-$0.08 on $3.0-$3.3 bln in sales.




16:14 ET POWI Power Integrations beats by $0.04 (18.37 +0.45)
Reports Q4 (Dec) earnings of $0.12 per share, $0.04 better than the Multex consensus of $0.08; revenues rose 23.7% year/year to $29.2 mln vs the $28.6 mln consensus.
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