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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (9621)	8/2/2001 4:37:25 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 208838

AFTER THE CLOSE **** Choice One Comm (CWON) 5.87 -0.18: Reports Q2 loss of $1.87 a share, $0.08 better than the First Call consensus of ($1.95); revenues rose 301.0% to $41.75 mln vs consensus estimate of $43 mln. Copper Mountain (CMTN) 3.52 -0.14: Posts Q2 loss of $0.17 a share, $0.02 better than consensus, vs a yr-ago loss of $0.20; revenues fell 25.6% to $6.1 mln... company reducing headcount by approx. 40%.. thinks cost reductions will allow company to sustain operations beyond 2002 without the need to raise additional capital. SONICblue (SBLU) 2.80 +0.11: Reports Q2 loss of $0.46 a share, $0.07 worse than the Zacks consensus of ($0.39); revenues fell 78.3% to $29.51 mln vs consensus estimate of $24 mln; no forward guidance provided in report. John Hancock (JHF) 39.10 -0.65: Reports Q2 earnings of $0.64 a share, $0.01 better than the First Call consensus of $0.63, vs year-ago earnings of $0.58; "the company is comfortable with its previously announced guidance for 2001 earnings-per-share growth of 10% to 12%." . Cheap Tickets (CTIX) 10.95 -1.50: Reports Q2 earnings of $0.05 a share, in line with the First Call consensus of $0.05, vs year-ago earnings of $0.21; revenues came in at $28.5 mln, down 4% yr/yr and an increase of 15% qtr/qtr... company will eliminate its retail travel store sales channel to reduce costs and improve efficiency.. Genencor (GCOR) 15.10 +0.22: Reports Q2 earnings of $0.04 a share, $0.01 better than the First Call consensus of $0.03, vs year-ago earnings of $0.05; revenues rose 2.1% to $81.35 mln from a year-ago of $79.69 mln. Company warns for the rest of the year; sees FY01 revenues of $310 mln vs $345 mln consensus and EPS of $0.15 vs $0.22 consensus. ChipPAC (CHPC) 10.58 +0.18: Reports Q2 loss of $0.11 a share, in line with the First Call consensus of ($0.11), vs year-ago earnings of $0.05; revenues fell 19.8% to $87.37 mln vs consensus estimate of $85 mln; company warns for Q3; sees net loss in the range of $0.19-0.27 vs current consensus EPS estimate for a net loss of $0.07 per share. ValueVision (VVTV) 14.93 -1.94: As feared (see 15:51 In Play comment), company issues downward guidance for Q2; reduces Q2 revenue forecast to $105 mln vs consensus of $117 mln... company announces plan to repurchase up to $25 mln of its common stock.. Cima Labs (CIMA) 59.50 -3.00: Posts Q2 net of $0.22 a share, $0.01 above consenus, vs yr-ago EPS of $0.03; revenues rose 40% to $8.1 mln... company increases full yr guidance to a range of $0.90-$0.95 from previous estimate of $0.70-$0.80 (consensus $0.92).. Optimal Robotics (OPMR) 44.85 -1.65: Reports Q2 earnings of $0.28 a share, $0.01 better than the First Call consensus of $0.27, vs year-ago earnings of $0.14; revenues rose 92.8% year/year to $31.08 mln vs the First Call consensus of $26 mln. Caliper Tech (CALP) 14.54 -0.46: Reports Q2 loss of $0.26 a share, $0.06 worse than the First Call consensus of ($0.20); revenues rose 27.2% to $5.29 mln vs consensus estimate of $8.1 mln. Protein Design (PDLI) 54.41 -0.55: -- Update -- Company warns for full year 2001; sees results of break even vs current consensus EPS estimate of $0.06. Walt Disney (DIS) 28.50 -0.17: Company reports earnings of $0.23 per share, $0.02 better than the consensus estimate; reports revenues of $6.0 bln vs consensus estimate of $5.9 bln; no forward guidance provided in report. Protein Design (PDLI) 54.41 -0.55: Reports Q2 earnings of $0.07 a share, $0.01 better than the First Call consensus of $0.06, vs year-ago earnings of $0.12; revenues rose 6.3% to $21.65 mln from a year-ago of $20.36 mln; "guidance is unchanged from that provided in PDL's last financial press release issued May 14, 2001." . 15:00 -- 16:00 ET (Updated throughout the hour)**** Orbital Sciences (ORB) 3.53 +0.13: Company announces that it has been awarded a seven-month contract, worth up to $11 mln, by Boeing to develop a concept for an Alternative Boost Vehicle for the country's Ground-Based Midcourse Defense Segment; under the contract, the company will support Boeing in establishing requirements and conducting initial development efforts for an ABV that would meet the missile defense system's specifications. Manugistics (MANU) 19.45 -0.76: --Morning Note-- Tucker Anthony Sutro initiates coverage with a MARKET PERFORM rating; brokerage believes company offers customers a compelling return on investment argument that can quickly address and reduce costs of supply-side functions; however, with an average selling price of approximately $1.3 mln, MANU's solutions are somewhat vulnerable to IT spending cutbacks; currently views shares as fairly valued by the market; company's software and solutions are designed to help customers lower their operating costs, increase revenues, improve margins and bolster the bottom-line. Hypercom (HYC) 5.75 +0.05: Company closed and received funding from a $45 mln financing package led by Foothill Capital, a wholly-owned subsidiary of Wells Fargo (WFC); funds will be used for general corporate purposes, including the satisfaction of working capital and capital expenditure needs. Peet's Coffee (PEET) 8.85 +0.02: --Morning Note-- Pacific Growth Equities reiterates BUY rating and price target of $16 and increases FY01 EPS estimate to $0.11 from $0.08 on the strength of the quarter; company anticipates signing its first international marketing agreement before the end of the year; brokerage believes that Peet's, with its reserve lines, is establishing itself as a leader in this evolving space, and is appearing to resemble the past infancy of the wine industry; investors should be well rewarded by participating in the transformation of the specialty coffee industry through the company.

To: DebtBomb who wrote (9621)	8/2/2001 5:26:20 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

with all the focus on the semi's lately and "buyin the dips" PDLI has been just steadily selling off... just the total reverse ...everyday this has been a short for at least 2-4pts from any rise... The shorts were in the bios today , sure hate to see this one go ....it's been a gold mine . dropped almost 7 pts from the close ...and there was a time when you just couldn't make it fall <G> Current administration making it hard on the Bios and the stem-cell research..