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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (59227)9/18/2003 4:41:30 PM
From: Dealer  Read Replies (1) of 65232
 
Maybe this will be "Feed" for tomorrow!!! BTW Thanks for reminding us that tomorrow is Options Expir.

16:22 ET NKE Nike beats by a dime (57.18 +0.06)
Reports Q1 (Aug) earnings of $0.98 per share, $0.10 better than the Reuters Research consensus of $0.88; revenues rose 8.2% year/year to $3.02 bln vs the $2.92 bln consensus. Co cites global brand strength, superior product, and a favorable currency exchange environment for Q1's record results.


16:17 ET TEK Tektronix beats by $0.06, ex items, guides Q2 in line with consensus (24.31 -0.21)
Reports Q1 (Aug) earnings of $0.18 per share, excluding business realignment and one-time items of ($0.05) per share, $0.06 better than the Reuters Research consensus of $0.12; revenues rose 1.5% year/year to $201.4 mln vs the $198.9 mln consensus. Co also guides Q2, sees EPS of $0.14-0.16 (ex items), vs R.R. consensus of $0.15, and revenues of $205-210 mln vs an estimate of $205.3 mln.


16:12 ET SLR Solectron reaffirms Q4 guidance (6.63 +0.03)
Company reaffirms for Q4 (Aug), still sees a pro forma loss of $0.02-$0.06 cents, Reuters consensus is a loss of $0.05, on revenues of $2.6-3 bln vs consensus of $2.8 bln.


16:11 ET PALM Palm beats by $0.25, ex items (22.46 +1.52)
Reports Q1 (Aug) loss of $0.58 per share, excluding charges that totaled $0.16 per share, $0.25 better than the Reuters Research consensus of ($0.83); revenues rose 3.0% year/year to $177.4 mln vs the $182.2 mln consensus.


16:10 ET RHAT Red Hat beats by a penny (8.45 -0.05)
Reports Q2 (Aug) earnings of $0.02 per share, $0.01 better than the Reuters Research consensus of $0.01; revenues rose 35.8% year/year to $28.8 mln vs the $28.1 mln consensus.

16:08 ET CDIC CardioDynamics reports in line (5.70 +0.38)
Reports Q3 (Aug) earnings of $0.02 per share, in line with the Reuters Research consensus of $0.02; revenues rose 23.8% year/year to $7.8 mln vs the $7.9 mln consensus.


16:06 ET CAMD California Micro guides higher (5.21 -0.09)
Company issues upside preannouncement for Q2 (Sep), now sees EPS of breakeven to a $0.03 profit vs Reuters consensus of a $0.03 loss, revenues of $13.8-14.5 mln, consensus $12.7 mln


16:05 ET JBL Jabil Circuit reports in line; guides for Q1 & Y04 (29.50 +0.30)
Reports Q4 (Aug) earnings of $0.20 per share, in line with the Reuters Research consensus of $0.20; revenues rose 31.1% year/year to $1.30 bln vs the $1.28 bln consensus. Co. sees Q1 (Nov) EPS $0.22-0.24. R.R. consensus is $0.23 and revenues in the range of $1.37-1.43 bln, estimate $1.38 bln. Co. also sees Y04(Aug) EPS of $0.90-0.96, estimate$0.93 and revenues of $5.6-5.8 bln, estimate is $5.56 bln.
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