List : Companies who have stated psuedo-positive forward guidance
Additions and op ed. are welcome to this list. Hello Rande, et al.
All info from a news search, Do your own DD, some may prove good traders moving into earnings season, iam more skeptical the further back dated guidance is, as a note, seems health care stocks showed the least if any negative, there is very bleak guidance for many of the opticals depending on NT buying, also seeing lowered estimates in some of the SANS area, so iam cautious there too although EMC appears to have made a few positive comments. Anyone depending on CSCO like AMCC etc., friends of mine in SV biz say any recovery for CSCO biz is at least two quarters out minimum.
SAN JOSE, Calif., Apr 2, 2001 /PRNewswire via COMTEX/ -- BEA Systems, Inc. (Nasdaq: BEAS), ...today announced that Bill Coleman founder, chairman, and CEO of BEA, addressed attendees at the Salomon Smith Barney San Francisco Technology Day on April 2, 2001. The address is available for replay via Webcast at bea.com:80/investors/index.shtml.
In the address, Mr. Coleman reaffirmed BEA management's confidence in the increased guidance provided during the Company's February 22, 2001 earnings conference call. He also stated that BEA's pipeline has continued to build and that visibility into the first fiscal quarter is strong. Mr. Coleman noted that there has not been a change in the pricing environment for BEA's products compared to recent quarters. He confirmed that BEA continues to aggressively hire its field sales force and build its systems integrator channel
Itron (ITRI: news, msgs, alerts) rose 12 percent in afternoon action. Shares of the Spokane, Wash., provider of measurement products for electric, water and gas usage set a 52-week high of $11.88 earlier in the session. The company's stock has been on the rise since it announced on Monday that it has booked more than $70 million in new orders so far in the first quarter. The largest order was a $39.5 million contract from an undisclosed multi-national electric utility for 800,000 of its radio-based meter modules and related automated meter reading communications technology. Shares closed up $1.25 at $11.81.
KANSAS CITY, Mo., Mar 26, 2001 /PRNewswire via COMTEX/ -- Cerner Corporation (Nasdaq: CERN), the world's leading clinical healthcare information technology company, today announced that the company is comfortable with First Call consensus analyst earnings per share estimates for the first quarter of 2001 of $0.15 per share. The company also reaffirmed its January 31 guidance for 2001 earnings per share in the range of $0.80 to $0.85 per share. The company made the announcement in light of the higher than normal trading volumes and stock price volatility experienced last week. Cerner will report first quarter results shortly after 3:00 p.m. CT on Wednesday, April 18th. The company will host an analyst conference call at 3:30 p.m. CT on Wednesday, April 18, 2001. The call will be web cast and will be available both live and archived on Cerner's web site at www.cerner.com . Please access the site fifteen minutes early to register, download and install any necessary audio software. For those who cannot listen to the live broadcast, replays will be made available shortly after the call and will run for two weeks.
5:04 PM ET Mar 22, 2001
WASHINGTON (CBS.MW) -- Level 3 Communications reaffirmed its 2001 guidance and said that it plans to meet or exceed its own expectations for the first quarter, according to a filing with the SEC Thursday.
The company's senior management made the announcement during a Thursday conference call to discuss its recently secured $400 million incremental loan.
Level 3 (LVLT: news, msgs, alerts) said it expects to report $600 million to $700 million in adjusted pretax earnings for the full year 2001 and $750 million to $850 million for 2002. The First Call/Thomson Financial consensus estimate calls for the company to report a per-share loss of $1.70 for the quarter.
Dell weather? Analysts are divided
ROUND ROCK, Texas (CBS.MW) -- Dell Computer is flexing its muscles, and it's turning heads on Wall Street once again. On Thursday, shares of Dell (DELL: news, msgs, alerts) rocketed after the computer maker said it was on track to match sales and earnings expectations for its first fiscal quarter. The announcement gave tech stocks a huge boost, with the Nasdaq soaring 8.9 percent. Yet Charles Wolf, an analyst at Needham & Co., and Walter Winnitzki of J.P. Morgan take opposing views on the technology bellwether.
See Pro and Con.
3/12/2001 10:18:00 AM
NEW YORK, March 12 (Reuters) - Metromedia Fiber Network Inc. (MFNX) , a U.S. builder of high-speed fiber optic communications networks, reaffirmed its outlook for 2001 revenues and operating cash flow on Monday.
The company said in a statement that it was still targeting revenues of $475 million for the year. It also forecast a normalized operating cash flow, or EBITDA (earnings before interest, taxes, depreciation and amortization, and stock compensation charges) loss, between $145 million and $155 million for 2001.Metromedia had announced the goals on Thursday when it posted a smaller-than-expected fourth-quarter loss.
3/9/2001 7:08:00 PM
SAN DIEGO, Mar 9, 2001 (WBSN) , the worldwide leader of employee Internet management (EIM) software, today reaffirmed its financial expectations for its current quarter.
"We have not changed the expectations we set in our Jan. 30 earnings release. However, as we have indicated to investors in the past, we market and sell around the world and while we may not be immune to economic downturns, our one, two and three year pre-paid subscriptions model gives us excellent revenue and earnings visibility," said Doug Wride, CFO of Websense. "Websense also reiterates its guidance of pro forma profitability by the third quarter of 2001, in addition to its continued positive cash flow status, which was achieved in Q3 2000. Additionally, Wride stated that an original venture capital investor distributed a large block of Websense stock to its limited partners on March 7, which the company believes precipitated an unusually high-level of selling activity on March 8 and 9.
Universal Access to Meet Q1 Forecast
3/8/2001 7:00:00 AM
CHICAGO, Mar 8, 2001 /PRNewswire via COMTEX/ -- Universal Access Inc. (UAXS) , a leading provider of network infrastructure services, today announced that it will meet its $25 million revenue forecast for the first quarter ending March 31 and reaffirmed its forecast for the year.
"Based upon our revenues to-date and visibility into March, we will meet our first quarter revenue projection, and therefore remain confident in our ability to generate revenue of $155 to $160 million for the year," said Patrick Shutt, Universal Access chairman and CEO. "For the year, this will represent a 200% increase over 2000 revenues and would demonstrate a quarterly compound annual growth rate of 32%." Universal Access also continues to project achieving EBITDA profitability in Q2 of 2002.
"Further, since the introduction of our CORE initiative in mid-January, we have begun to see increasing penetration of our large account base, and we expect new orders to run at a pace at, or above, our forecast," added Shutt.
The company has excellent visibility into future revenues. The optical circuits it delivers to telecom and Internet service provider customers generate monthly recurring revenues, and are sold under long-term contracts currently averaging 23 months.
Newport Revises 2001 Earnings Per Share Upward
3/6/2001 7:49:00 PM
IRVINE (Reuters) - Newport Corp. (NEWP) ,which makes products used for assembling and testing fiber-optics and semiconductors, on Tuesday revised upward its forecast for 2001 earnings per share.
The Irvine, Calif.-based company said now it expects Kensington Laboratories Inc., which it acquired in February, to add 17 cents to 20 cents a share to its 2001 earnings, up from the previous estimate of 15 cents a share. Newport also reaffirmed its previously reported expectation of about $50 million in revenue for Kensington in 2001.
Newport made the revised forecast in connection with its announcement on Tuesday that it has revised upward its financial results for 2000 to reflect the audited 2000 results of Kensington Laboratories Inc.
The merger with Kensington, which holds more than 20 patents covering advanced robotics and motion control technology, was accounted for as a pooling of interests. Newport had previously announced financial results for 2000 before the Kensington transaction was completed.
For the year ended Dec. 31, 2000, Kensington contributed revenues of $31.1 million, bringing Newport's total revenues for the year to $284.0 million, up from the $252.9 million previously reported for Newport alone. Newport said its revised net income rose by $8.5 million, or 15 cents a diluted share, to $36.3 million, or $1.01 per diluted share, from the 86 cents reported for Newport alone before the revision.Newport shares fell $4-5/8 to $39-3/8 on Tuesday in New York Stock Exchange trading.
2/15/2001...Ciena (CIEN: news, msgs, alerts) reported fiscal first-quarter earnings of 18 cents, beating the consensus estimate and the year-ago total by 3 cents a share. Sales for the latest quarter increased 130 percent over last year to $352 million. Patrick Nettles, Ciena's chairman and chief executive, believes the telecom equipment supplier "will continue to grow faster than the overall market," leading him to raise revenue growth expectations for fiscal 2001. He currently forecasts top-line growth of 95 to 105 percent, compared to previous expectations for growth of 75 to 85 percent. Shares rose $12.19 to close at $89. |
