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Non-Tech : EARNINGS REPORTING - surprises, misses & more -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (639)	5/24/2001 6:57:36 PM
From: 2MAR$	Respond to of 762

FIBR ( win: $9 gap $12) Revs increase 179% YoY Company's Optical Network Subsidiary, Sorrento Networks Inc., Posts Record Revenues SAN DIEGO--(BUSINESS WIRE)--May 23, 2001--Sorrento Networks Corporation (Nasdaq:FIBR - news), a leading provider of metro and regional optical networking solutions, today announced financial results for its first quarter of fiscal year 2002, which ended April 30, 2001. Revenues for the Company's two operating subsidiaries, Sorrento Networks, Inc. (``Sorrento'') and Meret Optical Communications increased 130 percent in the current fiscal quarter to $14.5 million from $6.3 million for the comparable quarter last year. Sorrento reported fiscal 2002 first quarter revenues of $13.1 million, the highest in Sorrento's history, an increase of 179 percent over the prior year's first quarter revenues of $4.7 million and a sequential revenue growth of 19 percent over the fourth quarter of fiscal year 2001. In addition, Sorrento's gross margins in the first quarter improved to 34 percent compared with gross margins of 32 percent in the previous quarter. The Company reported a net loss in the fiscal 2002 first quarter of $5.8 million, which is a 33 percent reduction from the $8.6 million loss reported in the preceding quarter and a 55 percent reduction from the $12.8 million loss in the comparable quarter of the last fiscal year. These reduced losses reflect the higher revenue recorded, as well as cost controls initiated by management during the quarter. The loss per share for the first quarter of fiscal 2002 declined to $0.45 per share from $0.74 per share in the immediately preceding quarter and $1.15 per share in the comparable quarter last year. ``Our momentum continued in the first quarter and reflects many important indicators of future growth opportunities,'' said Jim Dixon, president and chief operating officer. ``The business outlook continues to be strong. Our revenues have increased for the third consecutive quarter, orders from existing customers continue to grow and prospects for significant orders from new customers is high. The GigaMux(TM) and EPC(TM) products continue to receive rave reviews from customers, and our new products, such as TeraManager(TM) and TeraMatrix(TM), are on track for deployment this year.'' Quarterly Highlights The first quarter also marked the initial deployment and additional shipments of GigaMux with OC-192. The Company received new orders from and is seeing new activity on OC-192 with other customers. Sorrento released TeraManager, its carrier-class network management system, for beta testing. Further details regarding commercial availability will be forthcoming at SuperComm. Belgacom SA/NV, the incumbent telecommunications operator for Belgium, announced the first deployment of Sorrento's GigaMux optical transport system as part of a managed bandwidth solution of fibre and DWDM for its major enterprise customers. New voice and data services were inaugurated over a previously-announced Sorrento-provisioned national backbone network for France. Sorrento also announced a strategic partnership with WESCO Distribution, Inc. (NYSE: WCC - Parent Company), the nation's largest utility distributor, to deliver optical networking solutions to the rapidly growing utility telecom market. Discussions with several utilities have commenced. During the quarter, Marc Thurman was appointed vice president of Operations. In his new role, Thurman is responsible for overseeing manufacturing and operations, supply chain management, and quality assurance functions at Sorrento. The Company completed a $10 million private placement of common stock. Other Developments The Company also announced that its subsidiary, Sorrento, has received notice from holders of more than 50 percent of its Series A Preferred Stock requesting that Sorrento redeem the Series A Preferred Stock. This redemption right is contained in the agreements governing the original issuance of the Stock. The requested redemption can only be made from specified categories of funds, and Sorrento cannot legally redeem any of the Series A Preferred Stock at this time. The Company has engaged SG Cowen Securities Corporation to assist in structuring an agreement between Sorrento and the Series A Preferred Shareholders regarding their redemption request. About Sorrento Sorrento Networks, with headquarters in San Diego, is a leading supplier of end-to-end, intelligent optical networking solutions for metro and regional applications worldwide. Sorrento Networks' products support a wide range of protocols and network traffic over linear, ring and mesh topologies. Sorrento Networks' existing customer base and market focus includes communications carriers in the telecommunications, cable TV, fixed wireless and utilities markets. The Storage Area Network (SAN) market is addressed though alliances with SAN system integrators. Recent news releases and additional information about Sorrento Networks can be found at www.sorrentonet.com.

To: 2MAR$ who wrote (639)	7/2/2001 7:54:45 PM
From: 2MAR$	Read Replies (1) \| Respond to of 762

<font color=red>**Downside Warnings June~July** Downside Warnings, Last 30 Days Date Company Ticker Period End Estimate Preannouncement 02-Jul-01 MapInfo Corporation MAPS Q3 200106 $0.19 About breakeven 02-Jul-01 PC Connection PCCC Q2 200106 $0.15 $0.05-0.07 02-Jul-01 MIPS Techs MIPS Q4 200106 $0.08 Revs $14-15 mln; est $19.35 mln 02-Jul-01 Interface IFSIA Q2 200106 $0.10 $0.03-0.05 02-Jul-01 Polycom PLCM Q2 200106 $0.16 $0.12-0.13 02-Jul-01 Multex.com MLTX Q2 200106 $0.10 Loss 02-Jul-01 IKOS Systems IKOS Q3 200106 $0.08 Loss of $0.45-0.50 02-Jul-01 Electroglas EGLS Q2 200106 ($0.28) Revs $22-24 mln; est $27.1 mln 02-Jul-01 Informatica INFA Q2 200106 $0.06 Loss of $0.01 02-Jul-01 Extensity EXTN Q2 200106 ($0.27) Loss of $0.28 02-Jul-01 Amkor Tech AMKR Q2 200106 ($0.50) Revs $350 mln; est $398 mln 02-Jul-01 Sybase SY Q2 200106 $0.23 Revs $232 mln; est $246.5 mln 02-Jul-01 Natl Instruments NATI Q2 200106 $0.27 About $0.18 02-Jul-01 Internet Security Sys ISSX Q2 200106 $0.15 Loss $0.00-0.02 02-Jul-01 Oplink Comms OPLK Q4 200106 ($0.01) Loss of $0.04-0.05 02-Jul-01 Crompton CK Q2 200106 $0.20 $0.10-0.12 02-Jul-01 E.piphany EPNY Q2 200106 ($0.27) Loss of $0.29-0.30 02-Jul-01 Avid Tech AVID Q2 200106 $0.10 Revs $108-111 mln; est $125 mln 02-Jul-01 Pivotal Corp PVTL Q4 200106 $0.04 Loss of $0.28-0.32 02-Jul-01 Rational Sftwr RATL Q1 200106 $0.08 $0.07-0.08 02-Jul-01 DuPont DD Q2 200106 $0.53 $0.35-0.45 02-Jul-01 GlobeSpan GSPN Q2 200106 $0.01 Revs $60 mln; est $75 mln 02-Jul-01 Navigant Intl FLYR Q2 200106 $0.46 About $0.38 02-Jul-01 Primus Knowledge PKSI Q2 200106 ($0.14) Loss of $0.30-0.35 02-Jul-01 Sapient SAPE Q2 200106 ($0.06) Loss of $0.07 02-Jul-01 Avanex AVNX Q4 200106 ($0.03) Revs $18 mln; est $24 mln 02-Jul-01 Synquest SYNQ Q4 200106 ($0.07) Loss of $0.22-0.24 02-Jul-01 Aware AWRE Q2 200106 $0.00 $3.8-4 mln; est $5.25 mln 02-Jul-01 Milacron MZ Q2 200106 $0.16 About $0.00 02-Jul-01 RADVision RVSN Q2 200106 $0.00 Loss of $0.04-0.05 02-Jul-01 Eastman Chem EMN Q2 200106 $0.69 $0.53-0.57 02-Jul-01 Lightbridge LTBG Q2 200106 $0.21 $0.19-0.20 02-Jul-01 Advanced Switching ASCX Q2 200106 ($0.05) Loss of $0.20-0.21 02-Jul-01 Xchange EXAP Q2 200106 ($0.13) Loss of $0.20-0.23 02-Jul-01 Art Tech Grp ARTG Q2 200106 ($0.15) Loss of $0.17-0.19 02-Jul-01 Minn Mining & Mfg MMM Q2 200106 $1.19 $1.10-1.14 02-Jul-01 BackWeb Tech BWEB Q2 200106 ($0.15) Loss of $0.19-0.22 02-Jul-01 Turnstone Sys TSTN Q2 200106 ($0.12) Revs $4.5 mln; est $5.25 mln 02-Jul-01 Benchmark Electr BHE Q2 200106 $0.09 Revs $315-320; est $357 mln 02-Jul-01 Netro Corp NTRO Q2 200106 ($0.15) Revs $2 mln; $7.5 mln 02-Jul-01 Priority Hlthcare PHCC Q2 200106 $0.22 $0.04-0.06 02-Jul-01 BindView Dev BVEW Q2 200106 ($0.02) Loss of $0.13-0.15 29-Jun-01 Parker-Hannifin PH Q4 200106 $0.77 About $0.51 29-Jun-01 Tesoro Petroleum TSO Q2 200106 $0.80 $0.65-0.75 29-Jun-01 Intraware ITRA Q2 200108 ($0.24) Revs $10-12 mln; est $21 mln 29-Jun-01 MSC Industrial MSM Q4 200108 $0.16 $0.12-0.14 29-Jun-01 Agere Systems AGR.A Q3 200106 ($0.07) Loss of $0.08 29-Jun-01 Dow Chemical DOW Q2 200106 $0.35 Below estimate 29-Jun-01 Commerce One CMRC Q2 200106 ($0.09) Revs $100-120 mln; est $162 mln 28-Jun-01 Integrated Info Sys IISX Q2 200106 ($0.40) Revs $8-8.5 mln; est $10.4 mln 28-Jun-01 Ingersoll-Rand IR Q2 200106 $0.77 $0.54-0.58 28-Jun-01 Scotts Co SMG Q3 200106 $2.00 $1.88-1.98 28-Jun-01 Helix Tech HELX Q2 200106 $0.11 Loss of $0.15-0.18 28-Jun-01 Alliance Fiber Optic AFOP Q2 200106 $0.00 Loss of $0.05 28-Jun-01 Regeneration Tech RTIX Q2 200106 $0.02 $0.00-0.01 28-Jun-01 Liberate Tech LBRT Q1 200108 ($0.11) Loss of $0.12-0.13 28-Jun-01 hi/fn HIFN Q3 200106 ($0.08) Revs $6.5-7 mln; est $8.3 mln 28-Jun-01 PMC-Sierra PMCS Q2 200106 ($0.01) Loss of $0.07-0.09 28-Jun-01 Proxim PROX Q2 200106 $0.16 $0.03-0.07 28-Jun-01 Nike NKE Q1 200108 $0.77 Below estimate 28-Jun-01 Frontier Airlines FRNT Q1 200106 $0.30 $0.24-0.30 28-Jun-01 AAR Corp AIR Y02 200205 $1.11 $0.90-1.00 28-Jun-01 Terex Corp TEX Q2 200106 $0.65 $0.50-0.55 28-Jun-01 Casella Waste CWST Y02 200204 $0.36 Revs $426-441 mln; est $474 28-Jun-01 Tanning Tech TANN Q2 200106 ($0.17) Loss of $0.22 28-Jun-01 FedEx Corp FDX Q1 200108 $0.41 About $0.30 27-Jun-01 Novatel Wireless NVTL Q2 200106 ($0.17) Loss of $0.18-0.20 27-Jun-01 C-bridge Internet CBIS Q2 200106 ($0.08) Loss of $0.37-0.42 27-Jun-01 Herman Miller MLHR Q1 200108 $0.40 $0.20-0.25 27-Jun-01 Whitney Holding WTNY Q2 200106 $0.75 $0.69-0.70 27-Jun-01 Macromedia MACR Q1 200106 $0.14 Loss of $0.15-0.20 27-Jun-01 Latitude Comms LATD Q2 200106 ($0.05) Loss of $0.09-0.11 27-Jun-01 State Auto Financial STFC Q2 200106 $0.33 $0.21 - $0.23 27-Jun-01 RadiSys RSYS Q2 200106 ($0.05) Loss of $0.08-0.10 27-Jun-01 Redback Ntwrks RBAK Q2 200106 ($0.11) Loss of $0.27-0.32 27-Jun-01 DDi Corp DDIC Q2 200106 $0.22 $0.14-0.16 27-Jun-01 CVS Corp CVS Q2 200106 $0.52 About $0.48 27-Jun-01 ATI Tech ATYT Q4 200108 $0.00 Revs below $255.8 mln; est $259 mln 27-Jun-01 MasTec MTZ Q2 200106 $0.38 About $0.36 27-Jun-01 Delta Pine Land DLP Y01 200108 $1.00 $0.83-0.93 27-Jun-01 NUI Corporation NUI Y01 200109 $1.81 $1.65-1.70 26-Jun-01 Vitesse Semi VTSS Q3 200106 $0.03 Loss of $0.06 26-Jun-01 Danaher DHR H2 200112 $1.35 Below estimate 26-Jun-01 Photronics PLAB Q3 200107 $0.23 $0.01-0.05 26-Jun-01 Xilinx XLNX Q1 200106 $0.15 Revs $276.8 mln; est $317.5 mln 26-Jun-01 CoorsTek CRTK Q3 200109 ($0.02) Revs approx. $96 mln; est $107 mln 26-Jun-01 Merix Corp MERX Q1 200108 $0.07 $0.00-0.07 26-Jun-01 SUPERVALU SVU Q2 200108 $0.39 $0.35-0.38 26-Jun-01 Pennzoil-Quaker PZL Q2 200106 $0.30 $0.13-0.15 26-Jun-01 Synplicity SYNP Q2 200106 $0.03 About $0.01 26-Jun-01 Phelps Dodge PD Q2 200106 ($0.19) Below estimate 26-Jun-01 Kopin Corp KOPN Q2 200106 ($0.15) Loss of $0.20-0.23 26-Jun-01 Emmis Comms EMMS Q2 200108 $0.53 About $0.48 26-Jun-01 Merrill Lynch MER Q2 200106 $0.83 $0.52-0.57 26-Jun-01 Robt Half Intl RHI Q2 200106 $0.25 $0.20-0.22 26-Jun-01 Eaton Corp ETN Q2 200106 $1.21 $0.85-0.97 25-Jun-01 Tecumseh Prods TECUA Q2 200106 $1.05 $0.85-0.95 25-Jun-01 PRI Automation PRIA Q3 200106 ($0.13) Revs $68 mln; est $81 mln 25-Jun-01 Outback Steakhouse OSI Q2 200106 $0.52 Below estimate 25-Jun-01 Cheap Tickets CTIX Q2 200106 $0.22 $0.04-0.05 25-Jun-01 Avistar AVSR Q2 200106 ($0.04) Revs $3.4-3.7 mln; est $6 mln 25-Jun-01 Applied Micro AMCC Q1 200106 $0.01 Loss of $0.04-0.06 25-Jun-01 SafeNet SFNT Q2 200106 $0.03 Loss of $0.09-0.13 25-Jun-01 Anixter Intl AXE Q2 200106 $0.56 $0.48-0.52 25-Jun-01 Pioneer-Std PIOS Q1 200106 $0.18 About breakeven 25-Jun-01 Acxiom ACXM Q1 200106 $0.05 Loss of $0.06-0.09 25-Jun-01 IMC Global IGL Q2 200106 $0.12 About breakeven 22-Jun-01 ConAgra CAG Q4 200105 $0.35 $0.19-0.23 22-Jun-01 iBEAM Brdcstng IBEM Q2 200106 ($0.19) Revs $7-8 mln; est $9.7 mln 22-Jun-01 Merck & Co MRK Q2 200106 $0.81 $0.77-0.79 22-Jun-01 Labranche & Co LAB Q2 200106 $0.39 $0.26-0.30 21-Jun-01 Silicon Vlly Banc SIVB Q2 200106 $0.56 $0.45-0.50 21-Jun-01 DMC Stratex STXN Q1 200106 $0.02 Loss of $0.04-0.08 21-Jun-01 Littelfuse LFUS Q2 200106 $0.20 $0.12-0.15 21-Jun-01 Metalink Ltd MTLK Q2 200106 ($0.01) Revs $3-3.5 mln; est $6.8 mln 21-Jun-01 ON Semiconductor ONNN Q2 200106 ($0.12) Loss of $0.35-0.40 21-Jun-01 APW Ltd APW Q4 200108 ($0.07) Revs $290-300 mln; est $300.1 mln 21-Jun-01 Datalink DTLK Q2 200106 $0.09 Loss of $0.06-0.11 21-Jun-01 Tektronix TEK Q1 200208 $0.24 Revs $239-254 mln; est $299 mln 21-Jun-01 Eden Bioscience EDEN Q2 200106 ($0.18) Revs $1 mln; est $6 mln 21-Jun-01 Symantec SYMC Q1 200106 $0.65 $0.39-0.47 21-Jun-01 Metro-Gldwn-Myr MGM Q2 200106 $0.00 Loss $0.24-0.26 21-Jun-01 CyberOptics CYBE Q2 200106 $0.05 About breakeven 21-Jun-01 Kenneth Cole KCP Q2 200106 $0.33 $0.17-0.19 21-Jun-01 Cincinnati Fincl CINF Q2 200106 $0.38 About $0.31 21-Jun-01 Sherwin-Williams SHW Q2 200106 $0.62 $0.55-0.60 21-Jun-01 Micrel MCRL Q2 200106 $0.05 About $0.00 21-Jun-01 Arrow Electronics ARW Q2 200106 $0.42 $0.00-0.05 21-Jun-01 Dynegy DYN Y01 200112 $2.02 $1.93-1.98 20-Jun-01 Heidrick & Strg HSII Q2 200106 $0.20 Revs $125 mln; est $130 mln 20-Jun-01 H & R Block HRB Y02 200204 $3.42 Revs below estimate 20-Jun-01 PP&L Resources PPL Q2 200106 $0.77 Below estimate 20-Jun-01 Avery Dennison AVY Q2 200106 $0.70 $0.60-0.64 20-Jun-01 Transmeta TMTA Q2 200106 ($0.11) Revs $10.2-11.2 mln; est $19 mln 20-Jun-01 Millipore Corp MIL Q2 200106 $0.54 $0.25-0.35 20-Jun-01 Catalina Mktng POS Q1 200106 $0.20 $0.13-0.15 20-Jun-01 Exodus Comms EXDS Q2 200106 ($0.22) Revs $315 mln; est $357 mln 20-Jun-01 Sanmina SANM Q3 200106 $0.19 About $0.10 20-Jun-01 Verity VRTY Q1 200108 $0.23 $0.11-0.14 20-Jun-01 PSi Tech PSIT Q2 200106 $0.02 Revs $12-13 mln; est $15.7 mln 20-Jun-01 Avnet AVT Q4 200106 $0.42 Breakeven-few cents 20-Jun-01 Edison Schools EDSN Y02 200206 ($0.72) Loss of $0.85 20-Jun-01 Z-Tel Tech ZTEL Q2 200106 ($0.50) Revs $70-75 mln; est $75.92 mln 19-Jun-01 Northwest Air NWAC Q2 200106 ($0.20) Loss of about $0.60-0.90 19-Jun-01 UAL Corp UAL Q2 200106 ($3.01) Revs below estimate 19-Jun-01 Teradyne TER Q2 200106 ($0.01) Loss of $0.05-0.10 19-Jun-01 Asyst Tech ASYT Q1 200106 ($0.19) Revs $65-70 mln; est $75 mln 19-Jun-01 A.H. Belo BLC Q2 200106 $0.15 $0.13-0.14 19-Jun-01 American Mngmt AMSY Q2 200106 $0.39 $0.30-0.34 19-Jun-01 Jabil Circuit JBL Q4 200108 $0.19 $0.13-0.15 19-Jun-01 Tellabs TLAB Q2 200106 $0.29 Breakeven 19-Jun-01 Silicon Image SIMG Q2 200106 ($0.02) Revs $11.5-12 mln; est $12.1 mln 19-Jun-01 Jack In The Box JBX Q3 200106 $0.55 $0.53-0.55 19-Jun-01 Atlas Air CGO Q2 200106 $0.49 Breakeven 19-Jun-01 Dean Foods DF Q4 200108 $0.64 $0.40-0.43 18-Jun-01 Waters Corp WAT Q2 200106 $0.33 About $0.29 18-Jun-01 Metromedia Fiber MFNX Q2 200106 ($0.33) Revs $89-91 mln; est $98.7 mln 18-Jun-01 AMR Corp AMR Y01 200112 $1.84 Loss 18-Jun-01 Datum Inc. DATM Q2 200106 $0.20 $0.10-0.13 18-Jun-01 Advanced Power APTI Q3 200109 $0.11 Revs $8.2-9.0 mln; est $10.95 mln 18-Jun-01 On Assignment ASGN Q2 200106 $0.22 $0.18-0.19 18-Jun-01 Entegris ENTG Q4 200108 $0.14 Revs $53-61 mln; est $78.2 mln 18-Jun-01 Solectron SLR Q4 200108 $0.16 $0.05-0.09 18-Jun-01 Iomega IOM Q2 200106 $0.06 Loss 18-Jun-01 Rowan Cos RDC Q2 200106 $0.45 $0.35-0.40 18-Jun-01 Level 3 Comms LVLT Y01 200112 ($7.27) Revs $1.53 bln; est $1.66 bln 18-Jun-01 Brightpoint CELL Q2 200106 $0.07 Loss of $0.12-0.14 18-Jun-01 Snap-On SNA Q2 200106 $0.67 About $0.40 18-Jun-01 Western Multiplex WMUX Q2 200106 $0.03 Loss of $0.07 15-Jun-01 Sylvan Learning SLVN Y01 200112 $0.65 $0.63-0.65 15-Jun-01 Delta Air Lines DAL Q2 200106 ($0.57) Loss of $1.15-1.30 15-Jun-01 Timken TKR Q2 200106 $0.18 Below $0.05 15-Jun-01 McDonald's MCD Q2 200106 $0.38 $0.34-0.35 15-Jun-01 Andrew Corp ANDW Q3 200106 $0.19 $0.12-0.15 15-Jun-01 DiamondCluster DTPI Q1 200106 $0.05 About $0.02 15-Jun-01 Nortel Networks NT Q2 200106 ($0.05) Loss of $0.48 15-Jun-01 Fastenal Co FAST Q2 200106 $0.55 $0.49-0.52 15-Jun-01 General Semi SEM Q2 200106 $0.13 $0.01-0.03 14-Jun-01 PECO II PIII Q2 200106 $0.05 Loss of $0.12-0.15 14-Jun-01 Quanta Services PWR Q2 200106 $0.53 $0.35-0.38 14-Jun-01 Interpublic Grp IPG Q2 200106 $0.42 $0.30-0.35 14-Jun-01 Forward Air FWRD Q2 200106 $0.32 $0.21-0.25 14-Jun-01 True North Comms TNO Q2 200106 $0.49 $0.37-0.42 14-Jun-01 Dendrite Intl DRTE Q2 200106 $0.11 Loss of $0.05 14-Jun-01 E.W. Scripps SSP Q2 200106 $0.57 $0.53-0.56 14-Jun-01 Intl Rectifier IRF Q4 200106 $0.53 Revs $179-193 mln; est $245.5 mln 14-Jun-01 Tribune Co TRB Q2 200106 $0.28 About $0.22 14-Jun-01 JDS Uniphase JDSU Q4 200106 $0.05 Loss of $0.06-0.08 14-Jun-01 Rainbow Tech RNBO Q2 200106 $0.00 Loss of $0.06-0.09 14-Jun-01 Lante Corp LNTE Q2 200106 ($0.12) Loss of $0.12-0.14 14-Jun-01 Pinnacle Systems PCLE Q4 200106 $0.09 About breakeven 14-Jun-01 STMicroelectronics STM Y01 200112 $1.09 Revs $1.55-1.60 bln; est $1.7 bln 14-Jun-01 Intraware ITRA Q1 200105 ($0.28) Revs below estimate 14-Jun-01 Steelcase SCS Y02 200202 $1.01 $0.65-0.75 14-Jun-01 CNF Inc CNF Q2 200106 $0.30 $0.15-0.20 14-Jun-01 H.J. Heinz Co HNZ Q1 200107 $0.65 $0.60-0.62 13-Jun-01 Veeco Instrmnts VECO Q2 200106 $0.44 Orders $80-90 mln; est $100 mln 13-Jun-01 CTS Corp CTS Q2 200106 $0.08 Loss of $0.05-0.10 13-Jun-01 Gentex Corp GNTX Q2 200106 $0.24 $0.20-0.22 13-Jun-01 Silicon Storage SSTI Q2 200106 $0.06 $0.00-0.03 13-Jun-01 Quantum DLT DSS Q1 200106 $0.17 $0.10-0.12 13-Jun-01 Ingram Micro IM Q2 200106 $0.09 Breakeven to loss 13-Jun-01 Orbotech Ltd. ORBK Q2 200106 $0.40 Revs $75-79 mln; est $89 mln 13-Jun-01 Bausch & Lomb BOL Q2 200106 $0.55 Significantly below estimate 13-Jun-01 Polaroid PRD Q2 200106 ($0.07) Below estimate 13-Jun-01 Maytag MYG Q2 200106 $0.46 About $0.32 12-Jun-01 Avaya AV Q3 200106 $0.32 Revs below estimate 12-Jun-01 Loudcloud LDCL Q2 200107 ($0.90) Revs $14 mln; est $15.5 mln 12-Jun-01 Digitas DTAS Q2 200106 $0.01 Loss of $0.06-0.08 12-Jun-01 R.R. Donnelley DNY Y01 200112 $1.84 $1.60-1.75 12-Jun-01 Korn/Ferry Int'l KFY Q1 200107 $0.23 $0.14-0.16 12-Jun-01 Nokia NOK Q2 200106 $0.18 $0.13-0.14 12-Jun-01 Exar Corp EXAR Q1 200106 $0.07 $0.02-0.04 11-Jun-01 Engage Tech ENGA Q4 200107 ($0.10) Revs $20-22 mln; est $25 mln 11-Jun-01 Stanley Furniture STLY Q2 200106 $0.42 $0.35-0.40 11-Jun-01 Affymetrix AFFX Q2 200106 ($0.02) Revs $44-50 mln; est $58.1 mln 11-Jun-01 Hughes Electronics GMH Y01 200112 ($0.40) Rev growth 20%, est 20-25% 11-Jun-01 Leggett & Platt LEG Q2 200106 $0.25 Revs below estimate 11-Jun-01 Anadigics ANAD Q2 200106 ($0.24) Loss of $0.28 11-Jun-01 Neiman-Marcus NMG.A Q4 200104 $0.10 Loss of $0.10-0.15 11-Jun-01 Greenbrier Comp GBX Q3 200105 $0.08 Loss 11-Jun-01 Powerwave Tech PWAV Q2 200106 ($0.01) Revs $70-80 mln; est $83 mln 11-Jun-01 Dupont Photomask DPMI Q4 200106 $0.52 $0.00-0.19 08-Jun-01 Alliance Semi ALSC Q1 200106 $0.00 Revs $15.7 mln; est $24.0 mln 08-Jun-01 Spectrian Corp SPCT Q1 200106 ($0.26) Loss $0.70-0.87 08-Jun-01 FSI Intl FSII Q3 200105 $0.01 About breakeven 08-Jun-01 InsWeb Corp INSW Q2 200106 ($0.13) Loss of $0.16-0.18 08-Jun-01 Integr Silicon Solut ISSI Q3 200106 $0.02 Loss of $0.14 08-Jun-01 MSC Industrial MSM Q3 200105 $0.20 $0.17-0.19 08-Jun-01 Callaway Golf ELY Q2 200106 $0.70 $0.35-0.38 08-Jun-01 Juniper Networks JNPR Q2 200106 $0.24 $0.08-0.09 07-Jun-01 Lattice Semi LSCC Q2 200106 $0.18 Revs $77.7 mln; est $86.8 mln 07-Jun-01 NBC Capital NBY Q2 200106 $0.54 $0.40-0.42 07-Jun-01 California Micro CAMD Q1 200106 ($0.10) Loss of $0.20-0.25 07-Jun-01 Rockwell Intl ROK Q3 200106 $0.82 About $0.45 07-Jun-01 ePresence EPRE Q2 200106 $0.01 Loss of $0.04-0.08 07-Jun-01 TranSwitch TXCC Q2 200106 $0.05 Loss of $0.10-0.12 07-Jun-01 Molex MOLX Q4 200106 $0.26 $0.21-0.23 07-Jun-01 Handspring HAND Q4 200106 ($0.09) Revs $60-64 mln; est $121 mln 07-Jun-01 3Com Corp COMS Q4 200105 ($0.45) Revs $450-475 mln; est $556 mln 07-Jun-01 National Semi NSM Q1 200108 ($0.03) Loss of $0.30-0.35 07-Jun-01 Federated FD Q2 200107 $0.72 Below estimate 07-Jun-01 BMC Industries BMM Q2 200106 $0.19 $0.09-0.12 07-Jun-01 Charming Shoppes CHRS Q2 200107 $0.27 $0.20-0.24 07-Jun-01 Exide Corp EX Q1 200106 ($0.18) Loss of $0.39-0.44 07-Jun-01 Pacific Sunwear PSUN Q2 200107 $0.26 $0.13-0.17 07-Jun-01 Swift Trans SWFT Q2 200106 $0.16 $0.08-0.12 06-Jun-01 Broadcom BRCM Q2 200106 ($0.07) Revs $207-216 mln; est $241 mln 06-Jun-01 InterVoice INTV Q1 200105 $0.04 Revs $62.0 mln; est $64.7 mln 06-Jun-01 OmniVision OVTI Q1 200107 $0.01 About loss of $0.06 06-Jun-01 Covenant Transport CVTI Q2 200106 $0.20 $0.02-0.05 06-Jun-01 Gemplus Intl GEMP Q2 200106 $0.01 Below estimate 06-Jun-01 Innkeepers USA KPA Q2 200106 $0.46 About $0.43 06-Jun-01 JP Morgan Chase JPM Q2 200106 $0.80 Investment revs below est 06-Jun-01 Circuit City CC Q1 200105 ($0.03) Revs $1.88 bln; est $1.95 bln 06-Jun-01 Hewlett-Packard HWP Q3 200107 $0.22 Cautious revs guidance 06-Jun-01 Russell RML Q2 200106 $0.27 $0.12-0.16 06-Jun-01 dELiA*s Inc. DLIA Q2 200107 ($0.12) Loss of $0.16-0.18 06-Jun-01 CDI Corp CDI Q2 200106 $0.28 Below estimate 06-Jun-01 Artesyn Tech ATSN Q2 200106 $0.03 Loss of $0.15-0.20 06-Jun-01 Actuant ATU Q3 200105 $0.50 Below estimate 06-Jun-01 Caldera Intl CALD Q3 200107 ($0.13) Loss of $0.40-0.42 05-Jun-01 Bank One ONE Q2 200106 $0.63 About $0.58 05-Jun-01 Superior Industries SUP Q2 200106 $0.63 $0.50-0.52 05-Jun-01 Albertson's ABS Q2 200107 $0.52 At least $0.43 05-Jun-01 ATMI ATMI Q2 200106 $0.12 $0.01-0.05 05-Jun-01 Acclaim AKLM Q3 200105 $0.02 Small loss-breakeven 05-Jun-01 Heidrick & Strg HSII Q2 200106 $0.39 Revs $125-135 mln; est $148 mln 05-Jun-01 California Pizza CPKI Q2 200106 $0.20 $0.17-0.19 05-Jun-01 Elantec Semi ELNT Q3 200106 $0.11 $0.06-0.08 04-Jun-01 Ashworth ASHW Y01 200110 $0.61 $0.40-0.43 04-Jun-01 Furniture Brands FBN Q2 200106 $0.36 $0.25-0.30 04-Jun-01 Millennium Chems MCH Q2 200106 $0.04 Loss of $0.11 04-Jun-01 Nu Horizons Elec NUHC Q1 200105 $0.18 Revs $100-105 mln; est $117 mln 04-Jun-01 Amer. Xtal Tech AXTI Q3 200109 $0.22 $0.07-0.10 04-Jun-01 Cypress Semi CY Q2 200106