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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Perry Ganz who wrote (10553)	1/17/2002 4:42:58 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

If you go over the earnings in detail, lots of companies are making or beating the bottomline number, but missing the topline. If the topline numbers aren't growing or at least flat, it isn't really a sign that a bottom is in place More from briefing.com -------------------------------- 16:38 ET Molecular Devices (MDCC) 17.83 -0.12: Reports Q4 EPS of $0.12, $0.01 better than consensus; revs came in at $25.4 mln, better than consensus of $24.71 mln. The co estimates Q1 EPS of $0.04-$0.06 and revs of $20-$22 mln (short of EPS consensus of $0.07 and above $20.00 mln rev est), and reiterated FY02 guidance of $0.60-$0.70 in EPS on $95-$105 mln in revs (vs consensus of $0.61 on rev est of $98.99 mln). 16:35 ET Microsoft (MSFT) 69.86 +1.99: -- Update -- Hearing from multiple trading floors that the $0.08 charge was included in estimates, and that the company therefore missed the EPS consensus by two cents, reporting $0.41 vs the consensus of $0.43. Stock trading down to 68 after hours. 16:35 ET After Hours Movers : Prices vs 4 pm ET close... MSFT -1.80 selling off on earnings that appear to have missed by two cents. GNSS -3.51 getting hit despite beating the Street by 8 cents and issuing in line guidance. PWAV -0.35 edging lower on in line results. ELON +0.95 bidding up on in line results. MROI +0.95 also higher after beating the Street by 7 cents. 16:33 ET TranSwitch (TXCC) 4.40 +0.36: Reports Q4 (Dec) loss of $0.11, a penny better than the Multex consensus of ($0.12); revenues were $4.5 mln vs consensus of $4.4 mln. 16:30 ET Xilinx (XLNX) 43.06 +1.78: -- Update -- Reports Q3 pro forma EPS of $0.07, $0.03 better than consensus; revs increased sequentially to $228.1 mln, better than consensus of $212.88 mln. 16:25 ET Iomega (IOM) 8.78 +0.33: Reports Q4 EPS of $0.18 (excluding restructuring charges), $0.25 better than consensus of ($0.07). EPS including restructuring charges was reported as $0.07. 16:24 ET Microsoft (MSFT) 69.86 +1.99: -- Update -- For MarQ, co sees EPS of $0.50-$0.51 on rev of $7.3-$7.4 bln. Current estimates for the qtr are $0.47 and $7.475 bln. For the full yr, co sees EPS of $1.57-$1.60 (consensus $1.83) and rev of $28.8-$29.1 bln (consensus $28.68 mln). 16:24 ET Microsoft (MSFT) 69.86 +1.99: -- Update -- Company reports Q2 earnings of $0.41 per share including an $0.08 charge; earnings are $0.49 per share without the charge; current consensus estimate is for earnings of $0.43 but it is unclear whether the charge is included in consensus estimates. Reports revenues of $7.74 bln versus the consensus estimate of $7.2 bln and are guiding higher for next quarter.