30 day upside guidance Sept 29,2003
Company Ticker Period Est. Preannouncement
29-Sep-03
eResearchTech ERES Y04 (Dec) $0.85 $0.92-0.94, revenues of $96-98 mln, estimate $89.2 mln
26-Sep-03
Steel Tech STTX Q4 (Sep) $0.10 $0.17-0.18; for Y03 $0.85-0.86, consensus $0.78
25-Sep-03
Research In Motion RIMM Q3 (Nov) $0.11 $0.14-0.20 (ex items), revs $150-160 mln, estimate $128.7 mln
Murphy Oil MUR Q3 (Sep) $0.58 $0.60-0.70
24-Sep-03
CyberOptics CYBE Q3 (Sep) ($0.04) $10.0-10.5
LodgeNet LNET Q3 (Sep) ($0.36) Expects high end of previous guidance, EPS Loss of $0.39-0.51; Revs $66-69 mln, est. $69 mln
ESS Tech ESST Q3 (Sep) ($0.06) Loss of $0.03 - $0.02 profit; revenues of $44-48 mln, consensus $38.4 mln
23-Sep-03
Merix MERX Q2 (Nov) ($0.05) Breakeven (ex start-up costs), revs of approx $35.3 mln, est $35 mln
Stride Rite SRR Y03 (Nov) $0.62 $0.62-0.64
22-Sep-03
Hillenbrand HB Q4 (Sep) $1.06 $1.08-1.11; Y03 $3.95-3.98, estimate $3.92
Tyson Foods TSN Q4 (Sep) $0.24 $0.35-0.40
18-Sep-03
California Micro CAMD Q2 (Sep) ($0.03) Breakeven - $0.03 profit, revenues $13.8-14.5 mln, consensus $12.7 mln
CNF Inc CNF Q3 (Sep) $0.29 $0.45-0.50 (excludes $0.10 charge)
17-Sep-03
Roadway ROAD Q3 (Sep) $0.50 "Upper end of previously announced range of $0.60-0.70",
Yellow Corp YELL Q3 (Sep) $0.71 $0.72-0.77, ex items
Masco MAS Q3 (Sep) $0.51 Expects EPS "modestly above" $0.48-0.51 range
Accenture ACN Q4 (Aug) $0.23 $0.25, revenues of approx $3.02 bln, estimate $2.85 bln
16-Sep-03
Lennar Corp LEN Y03 (Nov) $8.65 $8.90, Y04 $9.50, estimate $9.22
Noble Intl NOBL Q3 (Sep) $0.19 $0.27-0.29
15-Sep-03
URS Corporation URS Y03 (Oct) $1.74 $1.75; Revs $3.15 bln, estimate $3.08 bln
Belo BLC Q3 (Sep) $0.22 $0.25-0.26
Red Robin Gourmet RRGB Q3 (Sep) $0.21 $0.23-0.24, revenues of $77-78 mln, estimate $74.9 mln
SanDisk SNDK Y03 (Dec) $1.79 Revenues of $950 mln, estimate $943.3 mln
Boston Scientific BSX Q3 (Sep) $0.27 $0.28-0.30 on revenues of $855-865 mln, consensus $827 mln
Patterson Dental PDCO Q2 (Oct) $0.48 $0.49-0.52, Y04 $2.16-2.20, estimate $2.04
Labor Ready LRW Q3 (Sep) $0.19 $0.21-0.23, revenues of $250-255 mln, estimate $247.7 mln
12-Sep-03
Silicon Vlly Banc SIVB Q3 (Sep) $0.28 $0.45-0.49
GTECH GTK Q3 (Nov) $0.62 $0.61-0.66
11-Sep-03
InterVoice INTV Q2 (Aug) $0.03 Revenues of $40.5-42.5 mln, estimate $38.8 mln
10-Sep-03
TriQuint Semi TQNT Q3 (Sep) ($0.09) Loss of $0.06-0.08, on revenues of $75-77 mln, consensus $72.7 mln
Korn/Ferry KFY Q2 (Oct) ($0.01) Breakeven to profit of $0.05, revs $70-76 mln, est $80 mln
09-Sep-03
ON Semiconductor ONNN Q3 (Sep) ($0.12) Revenues of $258.8-$261.3 mln, consensus $257.5 mln
Accredited Home Lenders LEND Q3 (Sep) $1.08 $1.30-1.40
Nokia NOK Q3 (Sep) $0.19 High end of or slightly above $0.17-0.19
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 |
