To: Johnny Canuck who wrote (40218 ) 9/9/2003 4:34:16 AM From: Johnny Canuck Read Replies (1) | Respond to of 69912 30 day upside guidance Sept 8,2003 Company Ticker Period Est. Preannouncement 08-Sep-03 Cymer CYMI Q3 (Sep) ($0.08) Revenues of $64 mln, consensus $63.2 mln Research In Motion RIMM Q2 (Aug) $0.00 $0.07-0.11 on revenues of $123-126 mln, consensus $111.55 mln RF Micro Device RFMD Q2 (Sep) ($0.03) At or slightly above breakeven American Health AMHC Y04 (Aug) $1.32 $1.40-1.44, revenues $245-255 mln, consensus $207 mln 05-Sep-03 CarMax Group KMX Q2 (Aug) $0.34 Approx $0.36, revenues of $1.24 bln, estimate $1.23 bln 04-Sep-03 Chartered Semi CHRT Q3 (Sep) ($0.36) Loss of $0.30-0.34, revs of approx $134-138 mln, est $135.2 mln Procter & Gamble PG Q1 (Sep) $1.23 $1.24-1.27 Finish Line FINL Q2 (Aug) $0.50 $0.70-0.72, for FY04 $1.52-1.56, consensus is $1.27 MGM Mirage MGG Q3 (Sep) $0.34 $0.35 Best Buy BBY Q2 (Aug) $0.40 $0.41-0.43 Pacific Sunwear PSUN Q3 (Oct) $0.40 $0.41; for Q4 $0.54, consensus is $0.54 03-Sep-03 Hovnanian Entrpr HOV Y03 (Oct) $7.02 More than $7.50, revs $3.0 bln, estimate $2.98 bln Cypress Semi CY Q3 (Sep) $0.05 $0.06, revenues of $214 mln, estimate $209.5 mln Cooper Cos COO Q4 (Oct) $0.60 $0.61-0.63 on revenues of $110-114 mln, consensus $107.3 mln ADTRAN ADTN Q3 (Sep) $0.33 $0.34-0.36 on revenues of $98-100 mln, consensus $94.2 Coach COH Q1 (Sep) $0.34 $0.36; Revs $245 mln, estimate $234 mln 28-Aug-03 Western Digital WDC Q1 (Sep) $0.21 Revenues $690-700 mln, consensus $689.4 mln 27-Aug-03 Blyth Industries BTH Y04 (Jan) $2.08 Exceed $2.10 26-Aug-03 Engineered Support EASI Y03 (Oct) $2.24 $2.40-2.45, revenues at least $550 mln, consensus $543 mln Toro Company TTC Y03 (Oct) $2.98 $3.03-3.05, ex items 25-Aug-03 Metrologic Inst MTLG Q3 (Sep) $0.18 $0.20-0.23, revenues of $31-32 mln, estimate $31 mln 22-Aug-03 Intel INTC Q3 (Sep) $0.19 $7.3-7.8 bln, estimate $7.3 bln 21-Aug-03 Borders Group BGP Q3 (Oct) ($0.02) Loss of $0.02 to breakeven, Y03 $1.45-1.50, est $1.44 Nordstrom JWN Q3 (Oct) $0.16 $0.16-0.20; Y03 $1.33-1.37, estimate $1.23 Sharper Image SHRP Y04 (Oct) $1.42 $1.42-1.46 Claire's Stores CLE Q3 (Oct) $0.27 $0.31-0.32; for Y04 $2.05, consensus $2.01 20-Aug-03 Men's Wearhouse MW Q3 (Oct) $0.16 $0.16-0.17; Revs $319-321 mln, estimate $305 mln OmniVision OVTI Q2 (Oct) $0.22 $0.22-0.23; Revs $48-50 mln, estimate $47 mln 19-Aug-03 Network Appliance NTAP Q2 (Oct) $0.08 $0.09-0.10 on revenues of $268.3-278.7 mln, consensus $259.4 Petco PETC Q3 (Oct) $0.24 $0.25-0.26, Y03 $1.11-1.13, estimate $1.04 14-Aug-03 Open Text OTEX Y04 (Jun) $1.11 $1.30, revenues of $1225 mln, consensus $202 mln 12-Aug-03 eSpeed ESPD Q3 (Sep) $0.14 $0.16-0.17, Y03 $0.64-0.67, estimate $0.62