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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (39865)	7/8/2003 11:45:11 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 71846

09:33 ET HELE Stephens cautious on Helen of Troy ahead of earnings (14.91 +0.24) Stephens says they would not be surprised if HELE reports EPS below consensus of $0.24 tomorrow or lowers FY04 guidance; firm cites the weak retail environment during the last several months, SARS issues in China, and the volatility and lack of visibility in the Tactica segment evident in Q4. 09:32 ET Telecom Earnings Preview Morgan Stanley believes that LU may miss rev expectations on a qtr that appears more back-end loaded than usual. Firm also believes that weather-related issues that hampered Eastern operations could have negative top-line impact on the outside plant-related businesses of ADTN, AFCI and TLAB. With respect to possible upside surprises, firm thinks that past restructuring and limited pricing pressure could drive positive earnings surprises at CSCO and ADTN. On the rev line, thinks PLCM may show upside; believes strong demand for high-end set top boxes could provide rev upside for SFA but could hurt earnings