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

To: Alan Smithee who wrote (13146)	2/5/2002 4:44:43 PM
From: Doppler	Respond to of 23786

A guy just can't keep up We've heard that about you. LOL

To: Alan Smithee who wrote (13146)	2/5/2002 4:53:47 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

From Briefing.com 16:51 ET GIS General Mills guides lower for Q3 (48.71 +0.04) Company warns for Q3 (Feb); expects earnings in the range of $0.27-$0.29 per share versus the current consensus estimate of $0.42 per share; for FY03 the company sees earnings in the range of $2.85-$2.95 per share versus the current consensus estimate of $2.89 per share. 16:46 ET After Hours Movers Prices vs 4 pm ET close... SUNW -0.25 lower behind what amounts to a downgrade from Salomon; MXIM -1.14 also lower after matching Q2 consensus estimates; JNIC +0.20 bidding up after the company tops estimates and guides higher on revenues; other movers include: AETH -0.36 CPHD -0.26 LBRT +0.41 16:42 ET SUNW Sun Microsystems gray market (10.15 -0.25) -- Update -- At the Goldman Sachs Technology conference, Scott McNealy said that the Enron bankruptcy dumped more used SUNW equipment into the gray mkt; says there are probably 15-20 more bankruptcies on the way that will add even more used equipment to the gray mkt (probably a bit of hyperbole there). The bright side is that the shelf life of old servers is rapidly deteriorating. 16:39 ET TYC Tyco Capital announces credit line draw down (23.10 -6.80) -- Update -- The Tyco Capital unit of Tyco Intl has announced plans to draw down on its $8.5 bln unsecured bank credit facilities and use the proceeds to repurchase its outstanding commercial paper at its scheduled maturities. Says the actions are consistent with initiatives discussed during the co's conference call yesterday. 16:38 ET BSX Boston Scientific matches estimates; updates guidance (21.94 +0.43) Reports Q4 (Dec) earnings of $0.20 per share, in line with the Multex consensus of $0.20; revenues rose 6.1% year/year to $677.0 mln vs the $667.0 mln consensus; company updates guidance for FY02; sees revenues of $2.84 bln versus the current consensus estimate of $2.84 bln; sees earnings of $0.96 per share versus the current consensus estimate of $0.94 per share. 16:34 ET AETH Aether Systems misses qtr (6.11 -0.16) Posts a Q4 operating loss of $42.1 mln or $1.02 a share, $0.05 worse than the Multex consensus, vs a yr-ago loss of $0.90. Rev declined 2.3% to $25.2 mln (consensus $24.46 mln). Co ended the yr with $530 mln in cash. 16:33 ET UVN Univision Comms tops estimates; updates guidance (34.03 +1.39) Reports Q4 (Dec) earnings of $0.05 per share, $0.04 better than the Multex consensus of $0.01; revenues fell 2.1% year/year to $233.8 mln vs the $225.2 mln consensus; company updates guidance for Q1; sees revenues in the range of $210.5-$221.0 mln versus the current consensus estimate of $225.2 mln. 16:30 ET DSTM Datastream tops estimates (6.75 -1.00) Reports Q4 (Dec) earnings of $0.01 per share, $0.05 better thanthe Multex consensus of ($0.04); revenues fell 11.7% year/year to $21.8 mln vs the $20.8 mln consensus; cash and cash equivalents totaled $25.4 million at December 31, 2001. 16:28 ET SUNW Sun Microsystems: new SSB analyst rates stock Neutral (10.15 -0.25) -- Update -- Salomon Smith Barney transfers coverage of SUNW, and new analyst re-initiates it with a NEUTRAL rating (previous analyst rated SUNW a Buy). Stock is down about 2% after hours on the news. 16:28 ET JNIC JNI Corp updates guidance (7.60 +0.21) Company updates guidance for FY02; sees revenues of $87.1 mln versus the current consensus estimate of $66.8 mln. 16:26 ET ETM Entercom Comms misses estimates (46.66 -0.14) Reports Q4 (Dec) earnings of $0.17 per share, $0.01 worse than the Multex consensus of $0.18; revenues fell 8.7% year/year to $83.7 mln vs the $84.3 mln consensus; company expects to report net revenues of $72.5 mln for Q1 (no consensus). 16:25 ET NUFO New Focus misses quarter, guides lower (3.01 -0.19) Posts a Q4 loss of $0.22 a share (ex items), $0.01 worse than consensus. Rev fell 40.5% sequentially to $9.4 mln, well below consensus of $12.48 mln. For Q1, co sees a net loss of $0.19-$0.22 on rev of $9-$12 mln (consensus -$0.17 and $13.2 mln). 16:18 ET VIXL Vixel Corp (3.23 -0.23) Reports Q4 (Dec) loss of $0.19 per share, $0.03 better thanthe Multex consensus of ($0.22); revenues fell 48.4% year/year to $4.7 mln vs the $4.8 mln consensus; cash and investments as of December 30, 2001 totaled $26.0 million. 16:17 ET CTAC 1-800 CONTACTS exceeds estimates (11.96 -0.04) Posts Q4 earnings of $0.18 a share, $0.05 better than consensus, vs yr-ago EPS of $0.26. Sales increased 1.3% to $37.6 mln. 16:16 ET ONNN ON Semiconductor tops estimates (2.90 -0.08) Reports Q4 (Dec) loss of $0.37 per share, $0.02 better than the Multex consensus of ($0.39); revenues fell 43.3% year/year to $266.9 mln vs the $263.9 mln consensus. 16:14 ET LBRT Liberate reaffirms outlook (7.57 -0.06) Co reiterates its Q3 and FY02 financial guidance and announces plant consolidation. For Q3, sees loss of $0.06-$0.07 on rev of $22.5-$23 mln (consensus -$0.07 and $22.66 mln). For FY02, sees loss of $0.27-$0.28 on rev of $85-$86 mln (consensus -$0.28 and $85.78 mln). 16:14 ET AES AES Corp matches estimates; updates guidance (11.52 -0.75) Reports Q4 (Dec) earnings of $0.28 per share, in line with the Multex consensus of $0.28; revenues rose 12.8% year/year to $2.39 bln; company updates guidance for FY02; sees earnings in the range of $1.50-$1.65 per share versus the current consensus estimate of $1.55 per share. 16:12 ET CPHD Cepheid tops estimates; updates guidance (3.06 -0.16) Reports Q4 (Dec) loss of $0.16 per share, $0.01 better than the Multex consensus of ($0.17); revenues rose 23.1% year/year to $3.2 mln; reports Q4 revenues of $3.2 mln; company updates guidance for Q1; sees net loss in the range of $0.17-$0.19 per share versus the current consensus estimate for a net loss of $0.17 per share. 16:08 ET JNIC JNI Corp tops guidance (7.60 +0.21) Reports Q4 (Dec) loss of $0.08 per share, $0.01 better than the Multex consensus of ($0.09); revenues fell 56% year/year to $13.5 mln vs the $13.0 mln consensus. 16:08 ET MXIM Maxim Integrated meets estimtaes (53.80 -0.37) Posts Q2 net of $0.18 a share, in line with consensus, vs yr-ago EPS of $0.34. Rev rose 3.2% sequentially to $247.1 mln (consensus $246.87 mln). "Although visibility remains limited, we currently expect bookings to increase again in our third quarter." 16:06 ET GCOR Genencor makes acquisition (12.47 +0.02) -- Update -- Company announces it has acquired Wisconsin-based Enzyme Bio-Systems Ltd. (EBS), for approximately $30 million in cash plus working capital. 16:05 ET GCOR Genencor tops estimates; guides lower (12.47 +0.02) Reports Q4 earnings of $0.04 per share, $0.03 better thanthe consensus; reports Q4 revenues of $86.1 mln versus the consensus estimate of $84.7 mln; company updates guidance for FY02; sees earnings in the range of $0.00-$0.07 per share versus the current consensus estimate of $0.24 per share; sees revenues in the range of $315-$330 mln versus the current consensus estimate of $363.2 mln. 16:04 ET WEBX WebEx exceeds estimates (24.14 -0.90) -- Update -- Reports Q4 net of $0.01 a share, $0.01 better than consensus. Rev rose 131% to $25.9 mln, exceeding $25.01 mln consensus.