Up side guidance last 30 days:
All Guidance Last 30 Days 30D Downside 30D Upside 30D In-line Company Ticker Period Est. Preannouncement 28-May-03 Ask Jeeves ASKJ Q2 (Jun) $0.05 $0.07 Hovnanian Entrpr HOV Y03 (Oct) $5.74 $6.50-6.75 Therma-Wave TWAV Q1 (Mar) ($0.35) Revs $13.0-13.7; estimate $11.9 Engineered Support EASI Y03 (Oct) $2.05 $2.20-2.25 (ex items) 22-May-03 Foot Locker FL Q2 (Jul) $0.24 Expects to meet or exceed $0.24 Claire's Stores CLE Q2 (Jul) $0.36 $0.40; Y03 $1.95, est $1.87 21-May-03 Synopsys SNPS Q3 (Jul) $0.75 $0.77-0.82; revs $288-303 mln, estimate $291 mln 15-May-03 Comtech Telecom CMTL Q3 (Apr) $0.26 $0.40-0.42; revs $48 mln, estimate $43 mln Flowers Foods FLO Y03 (Dec) $1.77 Revenues $1.4-1.45 bln, estimate $1.39 bln 14-May-03 Advance Auto AAP Q2 (Jun) $1.00 $1.01-1.05 Computer Assoc CA Q1 (Jun) $0.06 $0.09-0.10; revs $795-810 mln, est $793.8 mln; Y04 $0.41-0.46, est $0.32 13-May-03 West Corp WSTC Y03 (Dec) $1.23 $1.30-1.36, revs of $985-1.005 mln, estimate $920 mln Quiksilver ZQK Q2 (Apr) $0.36 $0.38-0.39; revs $257-258 mln, est $244.5 12-May-03 Group 1 Software GSOF Y03 (Mar) $0.66 Reaffirms $0.73-0.75, revs $114.7-116.8 mln, est $114.6 mln 08-May-03 Interpublic IPG Y03 (Dec) $0.64 Reaffirms $0.68-0.72 Activision ATVI Q1 (Jun) ($0.07) $0.01; revs $140 mln, est $129.3 mln Orbit International Corp. ORBT Y03 (Dec) $0.59 $0.62-0.65 Pier 1 Imports PIR Q1 (May) $0.19 $0.19-0.22 Claire's Stores CLE Q1 (Apr) $0.22 $0.24-0.26 Gap Inc GPS Q1 (Apr) $0.11 $0.19-0.22 Ross Stores ROST Q1 (Apr) $0.62 $0.63 06-May-03 Churchill Downs CHDN Q2 (Jun) $1.82 $2.00-2.07, Y03 $1.80, estimate $1.80 McDermott MDR Y03 (Dec) ($0.04) $0.08-0.13 Sovran Self Storage SSS Q2 (Jun) $0.70 $0.72-0.74 Digene Corp DIGE Q4 (Jun) ($0.01) Breakeven to $0.03, revenue of $18-19.5 mln, estimate $17.4 mln KOS Pharma KOSP Y03 (Dec) $0.17 $0.38-0.48, ex items McDATA MCDT.A Q1 (Dec) $0.03 $0.05, revenue of $102-103 mln, estimate $96.1 mln Marvel Enterprises MVL Q2 (Jun) $0.08 $0.25-0.30, revs $62-67 mln, estimate $42.6 mln 05-May-03 Health Net HNT Y03 (Dec) $2.51 $2.56-2.60 Accredo Health ACDO Y03 (Jun) $1.20 $1.32-1.34, ex items; for Y04 $1.53-1.58, estimate $1.43 01-May-03 Cypress Semi CY Q2 (Jun) $0.01 $0.04, pro forma; revs approximately $200 mln, est $193 mln S1 Corp SONE Q2 (Jun) $0.04 Revs of $$65-67 mln, estimate $63 mln Biosite BSTE Y03 (Dec) $1.41 $1.55-1.72 Veridian VNX Q2 (Jun) $0.28 $0.29-0.30; revs $285-290 mln, estimate $282 mln ONEOK OKE Y03 (Dec) $1.78 $2.03-2.08 30-Apr-03 H & R Block HRB Y03 (Apr) $3.40 Upper end of $3.37-3.52, ex items Monsanto MON Q2 (Jun) $0.94 $0.91-1.05, for Y03 $1.25-1.40, estimate $1.24 AvalonBay AVB Q2 (Jun) $0.78 $0.79-0.84 (FFOs) 29-Apr-03 Amkor AMKR Q2 (Jun) ($0.24) Loss of $0.12 Dynegy DYN Y03 (Dec) $0.02 $0.10-0.18 OSI Systems OSIS Q3 (Mar) $0.27 $0.28-0.29, revs $51 mln, estimate $45.6 mln Education Mgmnt EDMC Y03 (Jun) $1.53 $1.54; revs of $635 mln, estimate $632 mln Impath IMPH Y03 (Dec) $0.83 $0.95-1.00, ex items; revs $189-193 mln, estimate $193 mln Bristol-Myers BMY Y03 (Dec) $1.59 Reaffirms $1.60-1.65 28-Apr-03 Select Med SEM Y03 (Dec) $1.11 $1.15-1.18, revs $1.26-1.29 bln, estimate $1.26 bln Gen Growth Prop GGP Y03 (Mar) $6.17 $6.30-6.40 (FFO) Altera ALTR Q2 (Jun) $0.08 Revenues $197-203 mln, estimate $192 mln Right Management RHT Y03 (Dec) $1.63 $1.80, revenues of $500 mln, estimate $469 mln |