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

To: Johnny Canuck who wrote (40298)	10/5/2003 2:22:19 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 70980

October 5, 2003 Jacuzzi U.? A Battle of Perks to Lure Students By GREG WINTER n the abstract, Kathy Anzivino believes there must be some pinnacle of amenities that universities simply cannot surpass, some outer limit so far beyond the hot tubs, waterfalls and pool slides she offers at the University of Houston that even the most pampered students will never demand it and the most recruitment-crazed colleges will never consent to put it on their grounds. She just has a hard time picturing what that might be. "There's got to be one, but what it is, I don't know," said Ms. Anzivino, director of campus recreation at the university, which opened a $53 million wellness center this year. Beyond its immense rotunda stands a five-story climbing wall that looks as if it was transported straight from Arches National Park, while boulders and palm trees frame the leisure pools outside. "Everyone says it looks like a resort," she said. Whether evident in student unions, recreational centers or residence halls (please, do not call them dorms) the competition for students is yielding amenities once unimaginable on college campuses, spurring a national debate over the difference between educational necessity and excess. Critics call them multimillion-dollar luxuries that are driving up university debts and inflating the cost of education. Colleges defend them as compulsory attractions in the scramble for top students and faculty, ignored at their own institutional peril. And somewhere in the middle sit those who have only one analogy for the building boom taking place. "An arms race," said Clare Cotton, president of the Association of Independent Colleges and Universities in Massachusetts. "It's exactly the psychology of an arms race. From the outside it seems totally crazy, but from the inside it feels necessary and compelling." Students now get massages, pedicures and manicures at the University of Wisconsin in Oshkosh, while Washington State University boasts of having the largest Jacuzzi on the West Coast. It holds 53 people. Play one of 52 golf courses from around the world on the room-sized golf simulators at Indiana University of Pennsylvania — which use real balls and clubs. Only about 100 miles away, Pennsylvania State University's student center has two ballrooms, three art galleries, a movie theater with surround sound and a 200-gallon tropical ecosystem with newts and salamanders. Oh, and a separate 550-gallon salt-water aquarium with a live coral reef. Ohio State University is spending $140 million to build what its peers enviously refer to as the Taj Mahal, a 657,000-square-foot complex featuring kayaks and canoes, indoor batting cages and ropes courses, massages and a climbing wall big enough for 50 students to scale simultaneously. On the drawing board at the University of Southern Mississippi are plans for a full-fledged water park, complete with water slides, a meandering river and something called a wet deck — a flat, moving sheet of water so that students can lie back and stay cool while sunbathing. "The base minimum is a thing of the past," said David Rood, a spokesman for the National Association of College Auxiliary Services. "There is a lot of one-upmanship going on. Whatever the students want is pretty much what they're getting." To finance the boom, universities are borrowing money at an escalating pace. According to Moody's Investors Service, public and private universities issued $12 billion worth of bonds in the first three quarters of 2003, a 22 percent increase from last year and almost three times as much as in the same period in 2000. The vast majority of that borrowing has been for construction, Moody's said, and while some of the surge reflects a desire to refinance earlier projects at better interest rates, most of it stems from the current transformation of the nation's campuses. Though that includes classrooms and research buildings, Moody's said, the blitz of new student unions, dormitories, recreational centers and their related perks is "probably the No. 1 driver" of the trend. "Are they driving up the cost of education? Absolutely," said Naomi Richman, manager of Moody's higher education rating team. "By catering to the students they're trying to court away from other schools, they're making their product more expensive." In almost all cases, the debts for these facilities are paid by mandatory student fees that will continue for decades, often a few hundred dollars a year per person. Because students usually have some initial role in approving the projects, through surveys, representatives or even referendums, colleges like to point out that students are willing to tax themselves to reap the benefits, whereas tuition increases simply show up on their bill. Nonetheless, critics retort, future classes of students and the parents who support them will have had no say at all. Perhaps even more important, they contend that the amenities race is purely discretionary, and therefore much harder to justify than the myriad expenses colleges can scarcely control, like labor contracts, health insurance premiums and fuel prices. "We all want our children to live better than we did, but this is overkill," said Representative Howard P. McKeon, a California Republican who has vowed to introduce legislation to curb rises in college tuition and fees. "When colleges tell me that they can't control their costs and then they build this, I find it hard to believe." But how discretionary is the amenities race? Surely not all the bells and whistles are defensible, college officials concede, but given the expectations of students who have grown up with DVD players in their own rooms, any campus without, say, a nightclub and a food court is as obsolete as an eight-track cassette. "These are not frills," said Daniel M. Fogel, president of the University of Vermont. "They are absolute necessities." [Harry: Isn't this the attitude that created the stock market bubble.] <The University of Vermont plans to spend up to $70 million on a new student center, a colossal complex with a pub, a ballroom, a theater, an artificial pond for wintertime skating and views of the mountains and Lake Champlain. By today's standards, Mr. Fogel said, that is rather modest. IAs , "Harvard can count on enough bright kids willing to sleep on thin mats of straw to go there," Mr. Fogel said. "That's Harvard." Colleges have become so attuned to the amenities race that the University of Vermont's architects, a firm called WTW that has worthias ked on about 50 such projects in the last decade alone, took the trustees on a tour of other campuses to ,survey the competition. And though the contest has made it as far as the Ivy League — Cornell is investing $259 million in what it calls "student life" and residential facilities alone — there is a preponderance of activity on public campuses for a simple reason. the They are keen on challenging private colleges, luring out-o f-,state students who pay higher tuitions and keeping locals from taking their dollars elsewhere. "Those who can't go anyplace else, that's one thing, but most students are mobile," said Mitchel D. Livingston, vice president for studentiattiatude affairs at the University of Cincinnati, which is spending $200 million on a main street of sorts, with everything from outdoor cafes to what he called a "mall style" student center. ,, "When they go on tours, within 15 minutes they know whether we're in or out," he said. "These amenities are playing a major role in that decision. They want to be `wowed.' That's their language. To be `wothiat wed.' " By some measures, the competitive bid appears to be paying off. S ince opening its new recreation center in 2001, for example, Washington State University has assembled a freshman, class with the best grade-point, average in the university's history. "I wouldn't pretend that was the only factor, but it was one of them," said Kathleen E. Hatch, the university's recreation director. "Is $40 million worth it?" she asked. "Well, $40 million becomes a part of the profile of becoming world class, which i,s the new tag line. It's helped ,put us on the map." But while students liberally line up behind lavish facilities, there is no shortage of detractors who bemoan the price tag that can accompany them. Liza Greifinger, a 19-year-old sophomore from Dobbs Ferry, N.Y., chose Vermont because she fell in love with its mountains, and was not put off by any lack of luxury. As for th,e impending student center, she ,said: "It's definitely excessive. Out-of-state tuition is already so high, and people are complaining about it." S till, there is another, equally powerful audience that many universi,ties are eager to impress: donors and alumni. Last year, the University of Rhode Island opened a $54 million sports complex with luxury boxes and a skating rink that ,is open 15 hours a day. As Linda A. Acciardo, a university spokeswoman, put it: "People don't give to institutions that look like they need money. They give to institutions they are proud to be associated with." [Harry: Things sure have changes since I was a student.]

To: Johnny Canuck who wrote (40298)	11/1/2003 3:25:57 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70980

Upside guidance last 30 days, Nov 1,2003 Company Ticker Period Est. Preannouncement 31-Oct-03 CIGNA CI Y03 (Dec) $4.96 $5.35-5.55, Y04 $5.55-5.95, consensus $5.26 MTC Tech MTCT Q4 (Dec) $0.26 $0.28-0.30, revenues of $59-62 mln, estimate $50.2 mln Ligand Pharms LGND Q4 (Dec) $0.17 Revenues of $68-76 mln, estimate $62.8 mln 30-Oct-03 ONEOK OKE Y03 (Dec) $2.07 $2.08-2.12 NICOR GAS Y03 (Dec) $2.30 $2.45-2.55 Skyworks SWKS Q1 (Dec) ($0.01) Profit of $0.01 S1 Corp SONE Q4 (Dec) ($0.01) $0.02-0.03, revenues of $59.5-60.5 mln, estimate $56.8 mln Cima Labs CIMA Y03 (Dec) $1.04 Revs $75-77 mln, est $74.2 mln Medicis MRX Y04 (Jun) $2.26 $2.28-2.29 Gen-Probe GPRO Y03 (Dec) $0.63 $0.65-0.67; Revs $200-205 mln OM Group OMG Q4 (Dec) $0.21 $0.21-0.25, revenues of $243-250 mln, estimate $223.3 mln Gartner IT Q4 (Dec) $0.15 GAAP EPS of $0.16-0.20 Centurytel CTL Q4 (Dec) $0.59 $0.58-0.62; Revs $600-615 mln, est $599 mln BMC Software BMC Q3 (Dec) $0.15 $0.15-0.20 (ex items), Y04 $0.48-0.53 (ex items), est $0.44 United Online UNTD Q2 (Dec) $0.23 Revs $93-95 mln, est $91 mln DiamondCluster DTPI Q3 (Dec) $0.04 Revenues of $38-40 mln, estimate $37.4 mln Coventry Health Care CVH Q4 (Dec) $1.08 $1.11-1.13; for Y04 $4.75-4.85 vs consensus of $4.65 Bausch & Lomb BOL Q4 (Dec) $0.77 Approx $0.79, Y04 $2.50-2.60, consensus $2.46 Martha Stewart MSO Q4 (Dec) $0.03 Approx $0.05-0.07 Mylan Labs MYL Y04 (Mar) $1.11 $1.11-1.18 Russell RML Y03 (Dec) $1.26 $1.25-1.35; Revs $1.22-1.25 bln, est $1.20 29-Oct-03 Ocular Sciences OCLR Y03 (Dec) $1.50 $1.53-1.55 (ex items) EDS EDS H2 (Dec) $0.69 $0.70 F5 Networks FFIV Q1 (Dec) $0.04 $0.06-0.08, revenues of $32-34 mln, estimate $32.4 mln Boeing BA Y03 (Dec) $0.91 Revenues of $50 bln, consensus $49.6 bln OmniVision OVTI Q2 (Oct) $0.24 Exceed $0.30 on revs of $65 mln, consensus $51.1 mln Garmin GRMN Q4 (Dec) $0.43 $0.43-0.45, revenues of $155-160 mln, estimate $148.2 mln Corinthian Colleges COCO Q2 (Dec) $0.44 Approx $0.45, Y04 $1.88, consensus $1.80 Moody's MCO Y03 (Dec) $2.25 $2.28-2.32 28-Oct-03 answerthink ANSR Q4 (Dec) ($0.01) Pro forma EPS $0.02-0.04, revs $30.5-32.5 mln, est $29.7 mln Genesis Microchip GNSS Q3 (Dec) $0.01 Revs $51-54 mln, est $47 mln Wright Medical WMGI Q4 (Dec) $0.16 Revs $63-65 mln, est $62.3; Y03 $243-245 mln, est $237.4 mln Varian Medical VAR Q1 (Dec) $0.37 Revs $245 mln, est $239 mln NETGEAR NTGR Q4 (Dec) $0.09 Revenues of $79-81 mln, consensus $77 mln Caremark Rx CMX Q4 (Dec) $0.30 $0.32, ex items; Revs $2.41 bln, est $2.39 Avon Products AVP Y03 (Dec) $2.64 $2.65-2.70 Lithia Motors LAD Y03 (Dec) $1.74 $1.82-1.84; for Y04 $1.90-2.00, consensus $1.91 SI International SINT Q4 (Dec) $0.21 $0.23-0.25 on revenues of $42-46 mln, consensus $45.2 mln KOS Pharma KOSP Y03 (Dec) $1.28 $1.40-1.50 on revenues of $290 mln, consensus $280 mln 27-Oct-03 Amkor AMKR Q4 (Dec) $0.08 $0.07-01.0; Revs $445-457 mln, est $438 mln Chubb CB Y03 (Dec) $5.22 $5.10-5.30, ex items Sina.com SINA Q4 (Dec) $0.21 GAAp $0.24-0.25; Revs $35-36 mln, est $34 mln Axcelis Tech ACLS Q4 (Dec) ($0.08) Breakeven, revenues of $88-93 mln, estimate $80.3 mln Netegrity NETE Q4 (Dec) $0.03 Approx $22 mln, est $21 mln Ditech DITC Q2 (Oct) $0.04 $0.06-0.08 on revenues of $13.4-13.9 mln, consensus $11.8 mln Standard Pacific SPF Y03 (Dec) $5.50 $5.65-5.75, Y04 $6.40-6.50, consensus $5.58 TXU Corp TXU Q3 (Sep) $0.93 Approx $1.00, reaffirms Y03 $2.00, consensus $2.00 24-Oct-03 Interwoven IWOV Q4 (Dec) ($0.02) Loss of $0.01, revenues of $27-28 mln, estimate $28.2 mln Dana Corp DCN Y04 (Dec) $1.58 $2.00 23-Oct-03 TriQuint Semi TQNT Q4 (Dec) ($0.06) Loss of $0.02 to loss of $0.04, revs of $80-83 mln, est $77.4 mln Synaptics SYNA Q2 (Dec) $0.10 Revenues of approx $31.97-32.56 mln, estimate $29.0 mln Dendrite DRTE Q4 (Dec) $0.16 $0.17-0.19 WellChoice WC Y03 (Dec) $2.31 $2.36-2.40 UTStarcom UTSI Q4 (Dec) $0.50 Revenues of $635-640 mln, consensus $630 mln Plexus Corp PLXS Q1 (Dec) $0.01 $0.04-0.06 on revenues of $230-240 mln, consensus is $216.1 mln Crane CR Q4 (Dec) $0.47 $0.51-0.56 Microsoft MSFT Q2 (Dec) $0.28 $0.29-0.30, ex items; revenues of $9.7-9.8 bln, consensus $9.28 bln Gevity GVHR Y03 (Dec) $0.58 $0.60 Penn Natl Gaming PENN Q4 (Dec) $0.31 adjusted EPS of $0.33 First Ind. Rlty FR Y03 (Dec) $3.38 $3.40-3.50 (FFOs) Titan Corp TTN Y03 (Dec) $0.68 $0.72-0.74; Revs $$1.78-.1.80 bln, est $1.75 Entergy ETR Y03 (Dec) $4.14 $4.15-4.25, Y04 $4.10-4.30, consensus $4.23 Digital Insight DGIN Q4 (Dec) $0.18 $0.19-0.20, revs $40.5-41.0 mln, est $40.7 C-COR.net CCBL Q2 (Dec) $0.03 $0.04-0.07 on revenues of $57-60 mln, consensus $58.6 mln Goodrich GR Y03 (Dec) $0.83 $0.85-0.95 Eon Labs ELAB Q4 (Dec) $0.31 $0.33-0.36 on revenues of $75-80 mln, consensus is $74.5 mln GATX GMT Y03 (Dec) $1.18 $1.24 (ex items) Countrywide CFC Y03 (Dec) $14.80 $16-18 Celgene CELG Y03 (Dec) $0.14 At or slightly above high-end of $0.10-0.15 Sprint FON FON Y03 (Dec) $1.37 $1.43-1.45 New Century NCEN Y03 (Dec) $6.13 $6.25 or higher aaiPharma AAII Y03 (Dec) $1.09 $1.11-1.17 on revenues of $280-290 mln, consensus $280.45 mln 22-Oct-03 Pulte Homes PHM Y03 (Dec) $9.16 $9.50-9.75, Y04 $11.50-12.00, consensus $9.82 Chartered Semi CHRT Q4 (Dec) ($0.31) Loss per ADS of $0.20; Revs $171 mln, est $146 mln Raindance RNDC Y03 (Dec) $0.08 $0.02-0.06; Revs $70-72 mln, est $70.1 mln Getty Images GYI Q4 (Dec) $0.23 $0.24-0.27; Revs $124-128 mln, est $127 mln Silicon Storage SSTI Q4 (Dec) $0.01 $0.01-0.03, revenues of approx $85.0-88.7 mln, estimate $74.2 mln Elec For Imaging EFII Q4 (Dec) $0.21 $0.23-0.25 on revenues of $103-105 mln, consensus $101 mln Veritas Software VRTS Q4 (Dec) $0.21 $0.21-0.23; Revs $480-490, est $470 mln Electronic Arts ERTS Q3 (Dec) $0.44 $2.30-2.40; Revs $1.42-1.48 bln, est $1.48 bln Cirrus Logic CRUS Q3 (Dec) ($0.09) Revenues of $53-56 mln, consensus $50.1 mln Ask Jeeves ASKJ Y03 (Dec) $0.35 $0.36, revenues of $105 mln, estimate $103 mln Affymetrix AFFX Y03 (Dec) $0.20 Revs approx $300 mln, est $297.25 Black & Decker BDK Q4 (Dec) $1.18 $1.20-1.30 Deckers Outdoor DECK Y04 (Dec) $0.81 $0.92-0.96; Revs $126-132 mln, est $123 mln Forrester Rsrch FORR Q4 (Dec) $0.14 $0.15-0.17 (ex items), revenues of $32-35 mln, est $34.3 mln AvalonBay AVB Q4 (Dec) $0.78 $0.79-0.82, Y03 $3.25-3.28, consensus $3.23 York Intl YRK Y03 (Dec) $2.40 $2.44, ex items Eastman Kodak EK Y03 (Dec) $1.77 $2.10-2.20 First Cash FCFS Q4 (Dec) $0.42 $0.41-0.43; Y03 $1.43-1.45, est $1.39. 21-Oct-03 InVision INVN Y03 (Dec) $3.39 Revenues $410 mln, consensus $403.5 mln Centex CTX Y04 (Mar) $10.67 $11.00-11.25 AsiaInfo ASIA Q4 (Dec) $0.01 $0.04-0.05 TTM Tech TTMI Q4 (Dec) $0.07 $0.08-0.10; Revs $50-52 mln, est $49 mln Career Education CECO Q4 (Dec) $0.45 Approx $0.47, revenues of $354-356 mln, estimate $343.3 mln RF Micro Device RFMD Q3 (Dec) $0.03 $0.08-0.09, revs "low-$180 mln range", estimate $156.9 mln Internet Security ISSX Q4 (Dec) $0.13 $0.13-0.17; Revs $61-66 mln, est $63 mln Tumbleweed Communications TMWD Q4 (Dec) $0.01 Pro forma ($0.02)-0.00; Revs $9-10 mln, est $9.64 mln Health Management HMA Q1 (Dec) $0.28 $0.29; for Y04 $1.35-1.37, consensus $1.35, on revs of $3-3.2 bln, consensus $2.98 bln Meritage Corp MTH Y03 (Dec) $6.43 $6.45-6.65; Revs $1.40 bln, est $1.38 bln Coach COH Q2 (Dec) $0.42 At least $0.44; Revs at least $385 mln, est $364.3 CenterPoint CNP Y03 (Dec) $0.91 $1.30-1.40 ChoicePoint CPS Y03 (Dec) $1.43 Revs $813-827, est $767 mln 20-Oct-03 Cendant CD Y03 (Dec) $1.38 $1.40-1.41 Kirklands KIRK Q3 (Oct) $0.05 $0.07-0.09, ex items TASER Intl TASR Y03 (Dec) $n/a Revs $20 mln, est $16 mln Silicon Labs SLAB Q4 (Dec) $0.26 $0.30-0.32, ex items; Revs $92-95 mln, est $79 mln FindWhat.com FWHT Y03 (Dec) $0.50 $0.50; Revs $70 mln, est $70 mln Texas Instruments TXN Q4 (Dec) $0.11 $0.14-0.19; Revs $2.49-2.70 bln, est $2.47 bln Technitrol TNL Y03 (Dec) $0.65 $0.67-0.69; revs $500-505 mln, est $491 mln Everest Re RE Y04 (Dec) $10.18 $10.00-11.00 Edwards Lifesci EW Y03 (Dec) $1.54 $1.56-1.58 Varian Medical VAR Q4 (Sep) $0.56 Approx $0.60-0.61, revs of approx $303.2 mln, est $299.4 mln M-Systems FLSH Q4 (Dec) $0.02 Revenues of at least $40 mln, estimate $32.2 mln 3M Company MMM Q4 (Dec) $0.73 $0.73-0.75, Y03 $3.05-3.07 (ex items), consensus $3.01 17-Oct-03 Merit Medical MMSI Q3 (Sep) $0.19 Exceed $0.19 Fidelity National FNF Q3 (Sep) $1.73 Exceed $1.73, includes investment gain 16-Oct-03 Fairchild Semi FCS Q4 (Dec) $0.08 Revs $350.5-357, consensus $348 mln LeCroy LCRY Q2 (Dec) $0.10 Slightly above $0.10 ITT Educational ESI Y04 (Dec) $1.45 $1.46-1.50 Illinois Tool ITW Q4 (Dec) $0.83 $0.79-0.89; Raises Y03 EPS to $3.23-3.33, est is $3.22 Sears, Roebuck S Y03 (Dec) $4.72 $480-5.00 Cooper Tire CTB Q4 (Dec) $0.35 $0.400.45 Closure Medical CLSR Y03 (Dec) $0.39 $0.49-0.51, revenues of $34-35 mln, estimate $33.7 mln Manpower MAN Q4 (Dec) $0.49 $0.49-0.53, Y03 $1.61-1.65, consensus $1.51 CBRL Group CBRL Q1 (Oct) $0.53 $0.54 or better Ford Motor F Y03 (Dec) $0.72 $0.95-1.05 Nextel NXTL Y03 (Dec) $1.10 $1.15 or more EMC Corp EMC Q4 (Dec) $0.06 $0.07, ex $0.02 charge, revenues $1.74-1.78 bln, consensus $1.67 bln 15-Oct-03 UnionBanCal UB Q4 (Dec) $0.98 $0.98-1.03 Apple Computer AAPL Q1 (Dec) $0.13 Revenues of $1.9 bln, consensus of $1.79 bln Molex MOLX Q2 (Dec) $0.18 $0.18-0.19; Revs $500-510 mln, est $493 mln CEC Entertainment CEC Q4 (Dec) $0.43 $0.44-0.45; for Y04 $3.00-3.05, consensus $2.89 General Dynamics GD Y03 (Dec) $1.40 Revenues of $16.1 bln, estimate $15.55 bln Amphenol APH Q4 (Dec) $0.63 $0.64-0.68 Syntel SYNT Y03 (Dec) $0.85 $0.91-0.93, revenues of $177-178 mln, estimate $177 mln Coca-Cola Ent CCE Y03 (Dec) $1.18 $1.28-1.30 (ex items) 14-Oct-03 Teradyne TER Q4 (Dec) ($0.02) Breakeven (ex items), revenues of $335-340 mln, estimate $340.7 mln C-COR.net CCBL Q1 (Sep) ($0.04) Earned a profit on revs of $56 mln, consensus $54 mln EMC Corp EMC Q3 (Sep) $0.04 $0.05, ex $0.02 tax gain, revenues $1.51 bln, consensus $1.49 bln 13-Oct-03 Stanley Furniture STLY Q4 (Dec) $0.65 $0.62-0.68; Revs $68-71 mln, est $65 mln Motorola MOT Q4 (Dec) $0.12 $0.11-0.15 (ex items), revenues of $7.5-7.8 bln, est $7.4 bln Vulcan Materials VMC Q3 (Sep) $0.80 As much as $0.91 (ex items), Y03 high end of $1.85-2.05, est $1.89 Sports Authority TSA Q3 (Oct) $0.04 $0.13-0.15 (ex items), revenues approx $550 mln, est $532 mln 10-Oct-03 Infosys INFY Q3 (Dec) $0.45 $0.50; Revs $258-260 mln, est $243 mln 09-Oct-03 Juniper Networks JNPR Q3 (Sep) $0.03 $0.05 (non-GAAP), revenues of $180 mln, consensus $173.3 mln Bell Micro BELM Q3 (Sep) ($0.02) $0.02 profit Inter Parfums IPAR Q3 (Sep) $0.15 Pre-announces revs of $57 mln, consensus $44 mln BJ's Wholesale BJ Q3 (Oct) $0.22 $0.24-0.28 Pacific Sunwear PSUN Q3 (Oct) $0.28 $0.29 Marvel Enterprises MVL Q3 (Sep) $0.25 $0.37-0.41; Revs $84-87 mln, estimate $65 mln Children's Place PLCE Q3 (Oct) $0.27 $0.40 Marriott MAR Q4 (Dec) $0.59 $0.60-0.62; for Q1 $0.38-0.42, consensus $0.40 08-Oct-03 Men's Wearhouse MW Q3 (Oct) $0.17 Meet or exceed $0.17 Bradley Pharmaceuticals BDY Q3 (Sep) $0.29 "meet or exceed" $0.34-0.36 Boise Cascade BCC Q3 (Sep) $0.24 Pre-announces $0.40-0.44, may not be comparable ScanSource SCSC Q1 (Sep) $0.45 Revs $270-276 mln, est $255 mln Ceradyne CRDN Q3 (Sep) $0.21 Exceed $0.21; Revs "will exceed" $22 mln, est $22 mln Movie Gallery MOVI Q3 (Sep) $0.27 $0.29 07-Oct-03 Sempra Energy SRE Q3 (Sep) $0.85 $0.90-0.95, Reaffirms Y03 $2.70-2.90, consensus $2.65 CVS Corp CVS Q3 (Sep) $0.43 $0.46; Y03 $1.95-2.00, estimate $1.94 Tuesday Morning TUES Q3 (Sep) $0.13 $0.15; Revs $173.9 mln, estimate $171.7 mln SeeBeyond SBYN Q3 (Sep) ($0.10) Loss of $0.07-0.08 on revs of $31-32 mln, consensus $31 mln Regis RGS Q1 (Sep) $0.51 Exceed $0.52 Terayon Comm TERN Q3 (Sep) ($0.14) Loss of $0.10-0.12 on revenues of $37-38 mln, consensus $34.26 mln Greater Bay GBBK Q3 (Sep) $0.37 $0.38-0.39 06-Oct-03 Silicon Graphics SGI Q1 (Sep) ($0.16) Revenue of $215-$220 mln, single analyst consensus $207 mln Talk America TALK Q3 (Sep) $0.25 "Exceed guidance" PeopleSoft PSFT Q3 (Sep) $0.11 EPS and revs to exceed expectations Knight Trading NITE Q3 (Sep) $0.11 $0.16-0.21 02-Oct-03 ADTRAN ADTN Q3 (Sep) $0.36 $0.41-0.42; Revs $106 mln, est $100 mln Systems & Comp SCTC Q4 (Sep) $0.13 $0.23 Calif. Amplifier CAMP Q3 (Nov) $0.04 $0.07-0.12 on revenues of $30-36 mln, consensus $23 mln Starbucks SBUX Y03 (Sep) $0.67 Preannounces revs of $4.1 bln, consensus $4.06 bln Stellent STEL Q2 (Sep) ($0.10) Revs $18.4 mln, est $17.7 mln MDC Holdings MDC Q3 (Sep) $1.63 Above $1.73 Helen of Troy HELE Y04 (Feb) $1.68 $1.85-1.90 01-Oct-03 Simple Tech STEC Q3 (Sep) ($0.01) Breakeven-gain of $0.01; Revs $57-58 mln, est $49 mln UTStarcom UTSI Q3 (Sep) $0.43 Revs $570-580 mln, est $510 mln; EPS of $0.44-0.45 PF Chang's PFCB Q3 (Sep) $0.25 Preannounces revenues of $139.7 mln, consensus $137.9 mln Deckers Outdoor DECK Q3 (Sep) ($0.05) Revenues of $23-23.5 mln, consensus $20.1 mln