Upside Guidance Last 30 day, July 16,2003
Company Ticker Period Est. Preannouncement 16-Jul-03 PLX Tech PLXT Q3 (Sep) ($0.01) Revs $9.5-10,5, estimate $8.7 mln E*TRADE ET Y03 (Dec) $0.49 $0.52-0.57 Boston Comm BCGI Q3 (Sep) $0.20 $0.26-0.27, Q4 $0.27-0.28, Y03 $0.98-0.99 est $0.79 Planar Systems PLNR Y03 (Sep) $0.98 Revenues of approx $245 mln, est $237 mln DR Horton DHI Y03 (Sep) $3.82 $3.85-3.90, Y04 $4.25-4.30, estimate $4.12 Allstate ALL Y03 (Dec) $3.45 $3.50-3.65 Cerner CERN Q3 (Sep) $0.30 $0.31-0.33 SS&C Techs SSNC Q3 (Sep) $0.20 $0.21-0.24, revenues of $16-17 mln, estimate $17 mln Hughes GMH Q3 (Sep) ($0.02) Revenues of $2.45 bln, estimate $2.39 bln National City NCC Y03 (Dec) $2.99 Expect to exceed "by a comfortable margin" 15-Jul-03 Florida Banks FLBK Y03 (Dec) $0.48 $0.60 Polaris Inds PII Y03 (Dec) $4.76 $4.80-4.90 Bunge Ltd BG Q2 (Jun) $0.59 $0.68-0.73 (excludes gain of $1.11), Y03 $2.70-2.80, est $2.72 14-Jul-03 SupportSoft SPRT Q3 (Sep) $0.03 $0.05-0.07; Revs $12.5-13.1mln, estimate 12.5 mln Gilead Sciences GILD Q2 (Jun) $0.20 Revenue of $236-239 mln, estimate $179.8 mln Pilgrim's Pride CHX Q3 (Jun) $0.05 $0.14-0.16 (ex items) 10-Jul-03 Hercules HPC Q2 (Jun) $0.19 $0.21-0.23, revenue of $471.9 mln, estimate $455.5 mln Juniper Networks JNPR Q3 (Sep) $0.02 $0.03, revenue of $165 mln, estimate $160.9 mln Tyson Foods TSN Q3 (Jun) $0.17 $0.19-0.22 Sharper Image SHRP Q2 (Jul) $0.01 $0.02-0.03 Mothers Work MWRK Q3 (Jun) $1.45 Will meet or exceed the high end of $1.35-1.45 range Jarden JAH Q2 (Jun) $0.64 Expects to exceed EPS estimate Sportsman's Guide SGDE Q2 (Jun) $0.08 $0.10-0.11 Tuesday Morning TUES Q2 (Jun) $0.14 $0.15 A.S.V., Inc. ASVI Q2 (Jun) $0.14 Will exceed range of $0.13-0.16 Ventana Medical VMSI Q2 (Jun) $0.12 $0.17-0.20 Infosys INFY Q2 (Sep) $0.42 $0.45 PDI Inc PDII Y03 (Dec) $0.47 $0.75-0.80 bebe stores BEBE Q4 (Jun) $0.09 $0.11-0.13 09-Jul-03 Ventana Medical VMSI Q2 (Jun) $0.12 0.17-0.20 Kennametal KMT Q4 (Jun) $0.39 $0.43-0.45, ex items Men's Wearhouse MW Q2 (Jul) $0.23 Expects to meet or exceed $0.25 American Eagle AEOS Q2 (Jul) $0.09 $0.10-0.12 NCR Corp NCR Q2 (Jun) ($0.04) $0.06-0.09, revenue of $1.37 bln, estimate $1.35 bln Helen of Troy HELE Y04 (Feb) $1.43 $1.75-1.80 Movie Gallery MOVI Q2 (Jun) $0.28 "At least" $0.31 (ex items) Endwave ENWV Q2 (Jun) ($0.32) Revenue of $8.2-8.5 mln, estimate $6.6 mln 08-Jul-03 Synovis Life Tech SYNO Y03 (Oct) $0.42 $0.43-0.46, revenue of $58-59 mln, estimate $57.5 mln EMC Corp EMC Q2 (Jun) $0.03 $0.03-0.04; Revs "high-end of expectations", $1.48 bln, estimate $1.45 bln Neoware Systems NWRE Q4 (Jun) $0.10 Revenues to exceed $15.3 mln, consensus $14.4 mln Roadway ROAD Q3 (Sep) $0.49 $0.60-0.70, Y03 $2.36-2.60, estimate $2.43 Medallion Fincl TAXI Y03 (Dec) $0.13 $0.17-0.20 CACI Intl CAI Y04 (Jun) $1.72 $1.77-1.82, revenues $985 mln - $1.015 bln, consensus $973 mln Pacific Sunwear PSUN Q2 (Jul) $0.20 $0.23 Mothers Work MWRK Q3 (Jun) $1.35 Meet or exceed $1.45 07-Jul-03 Dollar Tree DLTR Q2 (Jul) $0.24 Revs $606.5 mln, estimate $591.2 mln Rare Hospitality RARE Q2 (Jun) $0.44 $0.46-0.47 Websense WBSN Q2 (Jun) $0.16 $0.18, revenues $19.4-19.6 mln, consensus $19.3 mln Frontier Airlines FRNT Q1 (Jun) ($0.16) Breakeven to $0.05, ex items 03-Jul-03 AC Moore ACMR Q2 (Jun) $0.04 Exceed $0.04 Terayon Comm TERN Q2 (Jun) ($0.22) Loss of $0.18-0.20; Revs $30-31 mln, estimate $25 mln Knight Trading NITE Q2 (Jun) $0.04 $0.13-0.18, ex items Select Comfort SCSS Q2 (Jun) $0.08 $0.11-0.12 02-Jul-03 Pediatrix Medical PDX Q2 (Jun) $0.79 $0.82 PeopleSoft PSFT Q2 (Jun) $0.10 $0.13-0.14 pro forma; revs $490-500 mln, estimate $449.5 mln CIBER CBR Q2 (Jun) $0.09 $0.10, revenue of $176-178 mln, estimate $174.9 mln 01-Jul-03 PrivateBancorp PVTB Q2 (Jun) $0.45 $0.47-0.50, ex items Cash America Intl PWN Q2 (Jun) $0.15 $0.17-0.18 Merix MERX Q1 (Aug) ($0.22) Loss of $0.14-0.18 Emmis Comms EMMS Q2 (May) $0.12 Revs $154.7, estimate $151.6 30-Jun-03 Alaris Medical AMI Q2 (Jun) $0.04 Revenues $128-128 mln, estimate $124 mln Sina.com SINA Q4 (Jun) $0.08 Revs $24-25 mln, est $22 mln LSI Logic LSI Q2 (Jun) ($0.11) Pro forma loss of $0.06-0.08 27-Jun-03 MedImmune MEDI Q2 (Jun) $0.01 $0.02-0.05; Revs $110-120 mln, estimate $96 mln 25-Jun-03 ATI Tech ATYT Q4 (Aug) $0.07 Revenue of $335-365 mln, estimate $320 mln 24-Jun-03 U.S. Xpress XPRSA Q2 (Jun) $0.13 $0.14-0.16 Park Place PPE Q2 (Jun) $0.10 $0.11-0.15 23-Jun-03 LNR Property LNR Q2 (May) $0.57 $0.80-0.84 Ameristar Casinos ASCA Q2 (Jun) $0.39 $0.45-0.47, Y03 $1.53-1.71, estimate $1.58 Jacuzzi Brands JJZ Y03 (Sep) $0.33 Reaffirms $0.46, revenue of $1.2 nlb, estimate $1.2 bln 20-Jun-03 CarMax Group KMX Q2 (Aug) $0.33 $0.33-0.35 19-Jun-03 KB Home KBH Y03 (Nov) $8.09 $8.20 Chattem CHTT Y03 (Nov) $1.15 $1.17-1.22, revenue of $238-243 mln, estimate $243 mln Connetics Corp CNCT Y03 (Dec) ($0.25) Revenues $70-72 mln, estimate $69 mln Pharm Resources PRX Q2 (Jun) $0.64 $0.71-0.73 CBRL Group CBRL Q4 (Jul) $0.67 Approximately $0.70 GTECH GTK Q2 (Aug) $0.64 $0.65-0.70 17-Jun-03 Pfizer PFE Y04 (Dec) $2.06 $2.13, revs $54 bln, estimate $51.8 bln 16-Jun-03 priceline.com PCLN Q2 (Jun) $0.10 $0.12-0.18 (post 1-for-6 split) E-LOAN EELN Q2 (Jun) $0.08 $0.10-0.11, Y03 $0.35, estimate $0.29 |