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

To: AugustWest who wrote (35594)	4/3/2003 5:05:27 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 57110

17:03 ET CBM Cambrex Corp guides lower (24.16 +0.01) Company announces it is reducing Y03 EPS guidance to $1.05-1.25. Guidance excludes $0.32 charge related to settlement with Mylan Labs, not clear if comparable to Multex consensus of $1.09. However, company did clearly state revised guidance is lower than previously expected. 16:55 ET NWRE Neoware Systems guides below consensus (12.52 -0.36) Company warns for Q3 (Mar), expects revs to exceed $13.3 mln, however Multex consensus is $16 mln. CEO says "Q3 revenues were expected to be stronger." 16:52 ET After Hours Indications The late session tone is modestly negative. S&P futures at 873, trade three points below fair value while the Nasdaq 100 after hours indicator is lower by 1.9 points. 16:43 ET ADVS Advent Software resumes trading (12.45 -0.03) -- Update -- Getting hit on adverse guidance -- ADVS -1.29 or 10.4% vs the 4 pm ET close. 16:40 ET MONE MatrixOne resumes trading (3.51 Unch ) -- Update -- Shares getting crushed on co's guidance -- MONE -1.00 or 28.5% vs the 4 pm ET close. 16:37 ET ENTU Entrust guides Q1 lower (2.51 -0.08) Co. says Q1 revenue is expected to range from approximately $21.5 million to $21.9 million and pro forma loss applicable to common shares is expected to be approximately $0.07 per share -- Multex consensus estimates call for a net loss of $0.05 per share and $25.1 mln respectively. 16:33 ET PSC Philadelphia Suburban files $250 mln mixed securities shelf (22.25 -0.07) 16:31 ET VIRL Virage Logic guides below consensus (5.81 -0.43) Company warns for Q2 (Mar), sees loss of $0.05-0.06 vs. Multex consensus of $0.01, revs of $9.4-9.6 mln vs Multex consensus of $12 mln. 16:22 ET ISSX Internet Security updates Q1 guidance (10.80 +0.29) Co. says "revenues are expected to be slightly above the revenues for the year-ago quarter of $58.4 million" the Multex consensus estimate is $62.8 mln. Sees pro forma EPS in the range of $0.12 to $0.13 per diluted share vs the Multex consensus estimate of $0.13 per share. 16:17 ET WBSN Websense guides Q1 higher (15.26 -0.18) Says Q1 revs are expected between $18.4 million and $18.5 million, and net income is expected in the range $0.15 and $0.17 per diluted share -- Multex consensus estimates are $0.14 per share and $18.7 mln respectively. 16:15 ET AFFX Affymetrix guides Q1 below consensus (27.99 +0.84) Company sees revs of $60-62 million, compared to previous guidance of $71-73 million, Multex concensus $78.4 mln. 16:13 ET STM STMicroelectronics guides Q1 lower (19.73 -0.26) Co. sees Q1 revs "of $1,618 million, just slightly below the low end of its guidance range of $1,620 million." Says gross margin "should be around 35%, below the bottom of the previous guidance range of 36%." The Multex consensus estimate is for revs of $1,660 million. Co. says Q1 was penalized by greater-than-expected pricing pressure and the stronger Euro. 16:13 ET ADVS Advent Software guides below consensus (12.45 -0.03) Company warns for Q1 (Mar), sees revenues of $33 mln versus Multex consensus of $36 mln. ADVS cites difficult mkt conditions and continued weakness in European biz. 16:11 ET AFFX Affymetrix halted for trading (27.99 +0.84) 16:09 ET RIMM Research In Motion tops estimates (14.46 +0.26) Reports Q4 (Feb) loss of $0.07 per share, $0.05 better than the Multex consensus of ($0.12); revenues rose 17.9% year/year to $87.5 mln vs the $83.1 mln consensus. 16:07 ET MONE MatrixOne guides below consensus (3.51 unch) Company warns for Q3 (Mar), sees pro forma net EPS loss of $0.10-0.11 vs Multex consensus of ($0.06) on revenues of $24.0 mln versus Multex consensus of $29 mln. 16:05 ET NTIQ NetIQ cuts 7% of workforce; updates guidance (11.29 -0.18) Co. expects to report Q3 revs "in line with its previous guidance range of $75 million to $80 million" -- Multex consensus estimate is for revs of $77.2 mln. 16:04 ET SY Sybase guides below consensus (12.81 -0.25) Company warns for Q1 (Mar), sees EPS of $0.16-0.20 vs Multex consensus of $0.23, cites weak final week of the quarter. SY sees Y03 EPS of $0.95-1.05 vs Multex consensus of $1.11.