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

To: bramble88 who wrote (36979)	4/16/2003 4:28:46 PM
From: Jorj X Mckie	Respond to of 57110

16:25 ET AAPL headline $0.04, $0.02 above consensus 16:24 ET UTSI UTStarcom earnings detail (20.00 -0.21) -- Update -- After checking with Multex, find that analysts estimates for UTSI are on a GAAP basis. Consequently, co's guidance for Q2 of $0.29-$0.30 compares to Multex consensus of $0.31. For the full yr, UTSI sees EPS of $1.50-$1.51 (consensus $1.43). 16:21 ET MHK Mohawk beats by a penny, guides in line (52.62) Reports Q1 (Mar) earnings of $0.62 per share, $0.01 better than the Multex consensus of $0.61; revenues rose 25.2% year/year to $1.08 bln vs the $1.08 bln consensus. Company sees Q2 EPS of $1.05-1.15 vs. consensus of $1.09. 16:20 ET EFII Elec For Imaging beats by a penny (18.73 -0.06) Reports Q1 (Mar) earnings of $0.13 per share, $0.01 better than the Multex consensus of $0.12; revenues rose 3.4% year/year to $85.7 mln vs the $84.1 mln consensus. 16:20 ET PLCM Polycom tops estimates (8.99 +0.17) Reports Q1 (Mar) earnings of $0.02 per share, $0.01 better than the Multex consensus of $0.01; revenues fell 29.8% year/year to $92.9 mln vs the $92.5 mln consensus. 16:20 ET AVID headline $0.18, $0.03 ahead 16:19 ET UTSI UTStarcom beats by $0.06, raises guidance (20.00 -0.21) Reports Q1 earnings of $0.33 per share, $0.06 better than the Multex consensus. Revs rose 79.9% year/year to $330.5 mln vs the $316.6 mln consensus. For Q2, co sees EPS of $0.38-$0.39. This figure excludes $0.09 charge related to CommWorks acquisition and would appear to be the appropriate comparable to the Multex consensus of $0.31; puts Q2 revs at $380-$390 mln (consensus $340.2 mln). UTSI puts full yr at $1.59-$1.60 (ex-items) vs previous guidance of $1.44 (consensus $1.43). 16:18 ET SNDK SanDisk beats by $0.15 (17.80 +0.10) Reports Q1 (Mar) earnings of $0.33 per share, $0.15 better than the Multex consensus of $0.18; revenues rose 88.4% year/year to $174.5 mln vs the $150.0 mln consensus. 16:17 ET MOLX Molex misses by $0.02 (22.54 +0.17) Reports Q3 (Mar) earnings of $0.13 per share, $0.02 worse than the Multex consensus of $0.15; revenues rose 8.5% year/year to $443.2 mln vs the $456.4 mln consensus. Company sees Q4 (Jun)EPS to be $0.14 vs. the Multex consensus of $0.18 and revenues to be in range of $450 to $460 mln vs. the Multex consensus of $486 mln. 16:17 ET LRCX Lam Research beats by $0.03 (11.69) Reports Q3 (Mar) earnings of $0.03 per share, $0.03 better than the Multex consensus of $0.00; revenues rose 14.0% year/year to $187.1 mln vs. the $180.4 mln consensus. 16:14 ET RSYS RadiSys reports in line, guides (5.40 +0.05) Reports Q1 (Mar) earnings of $0.02 per share, in line with the Multex consensus of $0.02; revenues fell 8.2% year/year to $48.4 mln vs the $47.6 mln consensus. Company sees Q2 revenues at Q1 levels, or $48.4 mln vs Multex consensus of $49 mln. 16:12 ET MERQ Mercury Interactive matches estimates; updates guidance (33.61 +0.11) Reports Q1 (Mar) earnings of $0.20 per share, in line with the Multex consensus of $0.20; revenues rose 22.0% year/year to $110.4 mln vs the $111.4 mln consensus; says Q2 revs are expected to be in the range of $110 million and $117 million; EPS expected to be in the range of $0.16 and $0.22 -- Multex consensus estimates are $0.22 per share and $117.2 mln respectively. 16:11 ET VIRL Virage Logic beats by a penny. (4.43) Reports Q2 (Mar) loss of $0.05 per share, $0.01 better than the Multex consensus of ($0.06); revenues fell 12.9% year/year to $7.4 mln vs the $9.5 mln consensus. 16:10 ET BCGI Boston Comm beats by a penny, raises 2003 guidance (15.10 -0.27) Reports Q1 (Mar) earnings of $0.15 per share (excludes $0.03 in legal costs), $0.01 better than the Multex consensus of $0.14; revenues rose 54.0% year/year to $23.1 mln vs the $21.8 mln consensus. Co anticipates Q2 GAAP EPS of $0.19-$0.20 (includes $0.03 in legal costs), and raises 2003 GAAP EPS guidance to $0.78-$0.80 (includes $0.12 in legal costs). 16:10 ET SNV Synovus misses by $0.02 (18.37 -0.63) Reports Q1 (Mar) earnings of $0.30 per share, $0.02 worse than the Multex consensus of $0.32.