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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (12842)	11/13/2002 5:05:40 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57110

17:05 ET COP ConocoPhillips files $5 bln mixed securities shelf (46.60 -1.32) 17:00 ET IBM IBM comfortable with FY03 Street view on EPS, revs -- Dow Jones (79.35 +0.20) -- Update -- 17:00 ET AMAT Applied Materials guides fiscal Q1 below consensus (14.70 -0.37) -- Update -- On conference call, says it expects Q1 (Jan) revenues to be below Q4 levels by at least 20%, which equates to revenue of approx. $1.16 bln; current Multex consensus is $1.39 bln... says it expects to incur a small loss in fiscal Q1, which includes charge for headcount reduction; current Multex consensus is profit of $0.07... separately, expects Q1orders to be roughly 20% below Q4 levels... AMAT -0.60 at 14.10 16:57 ET OEH Orient-Express files spot secondary of 2.75 million shares through Merrill Lynch (13.83 +0.15) Secondary announced in S-4 filing will run through Merrill Lynch. 16:51 ET EMKR EMCORE tops estimates (1.76 +0.02) Reports Q4 (Sep) loss of $0.33 per share, $0.03 better than the Multex consensus of ($0.36); revenues fell 47.4% year/year to $25.3 mln vs the $24.5 mln consensus. 16:37 ET AMAT Applied Materials says environment not expected to improve (14.70 -0.37) -- Update -- On conference call, says the fiscal Q4 results were achieved in a very, very difficult environment that it doesn't expect to improve anytime soon... notes that despite increasing DRAM prices and decline in inventories, it continues to wait for an inflection point... AMAT +0.10 at 14.80 16:30 ET IPG Interpublic misses estimates (12.58 -0.36) Reports Q3 (Sep) earnings of $0.02 per share, $0.06 worse than the Multex consensus of $0.08; revenues fell 1.3% year/year to $1.50 bln vs the $1.50 bln consensus; final amount of co's restatement is $181.3 mln, which reduces previously reported pre-tax income, substantially all of which is related to periods 2001 and prior -- on Nov. 11th WSJ reported that that IPG's probe into billing practices at its McCann-Erickson advertising agency is turning up evidence of further discrepancies that are likely to boost last month's $120 mln restatement for that unit. 16:29 ET SGP Schering-Plough announces CEO Kogan to retire (20.66 -0.87) -- Update -- 16:19 ET TKLC TEKELEC says CEO Margolis to retire (8.73 -0.12) -- Update -- 16:15 ET FTUS Factory 2-U tops estimates (3.26 -0.13) Reports Q3 (Oct) loss of $0.27 per share, $0.03 better than the Multex consensus; revs were $134.5 mln, vs consensus of $134.5 mln. 16:09 ET CMNT CNT beats by a penny, issues guidance (6.77 -0.16) Reports Q3 (Oct) loss of $0.03 per share, $0.01 better than the Multex consensus of ($0.04); revenues rose 1.0% year/year to $55.9 mln vs the $54.1 mln consensus. Co expects to return to profitability in Q4 on sales of $58-$60 mln, vs consensus of $0.01 and $59.9 mln. 16:06 ET INTU Intuit tops estimates (52.86 -1.38) Reports Q1 (Oct) loss of $0.21 per share, $0.02 better than the Multex consensus of ($0.23); revenues rose 32.4% year/year to $223.3 mln vs the $214.6 mln consensus; sees full year pro forma EPS of $1.33-$1.38, or "growth of 37-42 percent, up from previous guidance of 34-40 percent" -- Multex consensus estimate is for earnings of $1.33 per share. 16:05 ET AMAT Applied Materials beats by a penny (14.70 -0.37) Reports Q4 (Oct) earnings of $0.09 per share, $0.01 better than the Multex consensus of $0.08; revenues rose 14.3% year/year to $1.45 bln vs the $1.47 bln consensus.