To: Johnny Canuck who wrote (42731 ) 10/19/2005 6:56:26 PM From: Johnny Canuck Read Replies (1) | Respond to of 69291 30 day upside guiance Company Ticker Period EPS Estimate EPS REV Estimate REV 19-Oct-05 Analog Devices ADI Q4 Up Arrow$598.85mln $617 mln FormFactor FORM Q4 Up Arrow$61.29mln $63-67 NABI Biopharma NABI FY05 Up Arrow$119.58mln $120-125 Alliance Data ADS FY05 Up Arrow$1.97 $2.00-2.02 Tractor Supply TSCO FY05 Up Arrow$1.92 $1.95-1.97 Up Arrow$2.02bln $2.012-2.020 bln Elec For Imaging EFII Q4 Up Arrow$0.32 $0.33-0.35 Up Arrow$139.23mln $140-143 mln Intersil ISIL Q4 Up Arrow$0.19 $0.23-0.24 Westell Tech WSTL Q3 Up Arrow$66.42mln $68-71 mln Rare Hospitality RARE Q4 Up Arrow$0.42 $0.44 Q1(Mar) Up Arrow$0.52 $0.53-0.55 MoneyGram MGI FY05 Up Arrow$1.16 $1.22-1.25 Citrix Systems CTXS Q4 Up Arrow$0.29 $0.30-0.32 Up Arrow$244.20mln $243-251 FY05 Up Arrow$1.04 $1.10-1.12 Up Arrow$877.09mln $883-891 Illinois Tool ITW FY05 Up Arrow$5.09 $5.12-5.18 Stamps.com STMP FY05 Up Arrow$0.34 $0.39-0.42 Up Arrow$57.45mln $57.8-58.8 mln Lufkin Industries LUFK Q Up Arrow$0.75 0.90-1.05 FY05 Up Arrow$2.70 2.90-3.05 Imation IMN FY05 Up Arrow$1.88 $1.93-1.97, ex items Entergy ETR Q3 Up Arrow$1.55 $1.64 18-Oct-05 SBS Tech SBSE FY06 Up Arrow$156.40mln $165-175 mln Ryland Group RYL FY05 Up Arrow$8.61 $8.75 FY06 Up Arrow$9.96 $10.02 Entrust ENTU FY05 Up Arrow$0.11 $0.10-$0.12 United Tech UTX FY05 Up Arrow$3.08 $3.08-3.10 Panera Bread PNRA Q3 Up Arrow$0.35 $0.36-0.37, up from $0.34-0.35 ADTRAN ADTN FY05 Up Arrow$1.22 $1.26-1.28 Up Arrow$510.64mln $512-516 mln AngioDynamics ANGO FY06 Up Arrow$0.50 $0.52 Up Arrow$73.92mln at least $76 mln 17-Oct-05 Inter Parfums IPAR Q3 Up Arrow$73.90mln $77.2 mln WW Grainger GWW FY05 Up Arrow$3.55 $3.60-3.70 St. Jude Medical STJ FY05 Up Arrow$1.51 $1.52-1.53 Supervalu SVU FY06 Up Arrow$2.23 $2.29-2.39, ex $0.41 charge 14-Oct-05 Stanley Works SWK Q3 Up Arrow$0.82 $0.88-0.90 A.O. Smith AOS FY05 Up Arrow$1.66 $1.70-1.80, ex items Charlotte Russe CHIC Q4 Up Arrow$0.20 $0.25-0.27 13-Oct-05 Fairchild Semi FCS Q4 Up Arrow$361.96mln Approx $362.8 mln 12-Oct-05 Arris ARRS Q3 Up Arrow$0.14 $0.16-0.18 Up Arrow$186.11mln $197-201 mln LifeCore Biomed LCBM FY06 Up Arrow$0.47 $0.48-0.51 Lam Research LRCX Q2 Up Arrow$0.32 $0.34-0.39 Up Arrow$329.61mln $330-350 mln McDonald's MCD Q3 Up Arrow$0.55 $0.57 Allegheny Tech ATI Q3 Up Arrow$0.76 $0.84-0.88 Regis RGS Q1 Up Arrow$580.96mln $584 mln Entegris ENTG Q1 Up Arrow$142.27mln $145-155 mln 11-Oct-05 Apple Computer AAPL Q1 Up Arrow$0.48 $0.49, ex $0.03 charge Up Arrow$4.50bln $4.7 bln Lattice Semi LSCC Q3 Up Arrow$53.20mln High end of $53.4-53.5 mln Lightbridge LTBG Q3 Up Arrow$0.02 $0.02-0.06, includes $2.0 mln charge Up Arrow$25.09mln $27-28 mln NCR Corp NCR Q3 Up Arrow$0.32 $0.43-0.45 Up Arrow$1.47bln $1.49-1.50 bln FY05 Up Arrow$1.52 $1.52-1.57 Temple-Inland TIN Q3 Up Arrow$0.41 $0.45, ex items True Religon TRLG Q3 Up Arrow$0.25 $0.29-0.30 Up Arrow$30.64mln $35 mln Johnson Controls JCI Q1 Up Arrow$0.76 $0.82-0.85 FY05 Up Arrow$4.47 $5.00-5.15 FY06 Up Arrow$30.66bln $32 bln Infosys INFY Q4 Up Arrow$0.50 $0.53 Up Arrow$546.80mln $556-558 mln FY06 Up Arrow$1.96 $2.04-2.05 Up Arrow$2.12bln $2.14 bln 10-Oct-05 Genentech DNA FY05 Up Arrow$1.20 Roughly $1.25 Lamson & Sessions LMS Q3 Up Arrow$0.30 $0.33-0.35 Up Arrow$118.65mln Exceeding $128 mln 07-Oct-05 WD-40 Company WDFC FY05 Up Arrow$1.53 $1.55-1.65 Steven Madden SHOO Q3 Up Arrow$0.26 $0.36-0.39 Up Arrow$93.59mln $99-100 mln ScanSource SCSC Q1 Up Arrow$376.82mln $384-391 mln 06-Oct-05 Wyeth WYE Q3 Up Arrow$0.72 mid to upper $0.70s Gymboree GYMB Q3 Up Arrow$0.22 $0.27-0.30 FY06 Up Arrow$0.59 $0.62-0.68 JC Penney JCP Q3 Up Arrow$0.83 $0.84 Q4 Up Arrow$1.53 $1.56 Cache CACH Q3 Up Arrow$0.03 $0.04-0.06 ATI Tech ATYT Q1 Up Arrow$534.66mln Approx $540 mln Marriott MAR Q4 Up Arrow$0.93 $0.95-0.98 FY05 Up Arrow$3.06 $3.09-3.12 05-Oct-05 Siebel Systems SEBL Q3 Up Arrow$311.23mln $364 mln Neoware Systems NWRE Q1 Up Arrow$22.87mln $26 mln or greater BE Aerospace BEAV FY06 Up Arrow$1.10 Approx $1.10 Up Arrow$935.76mln Approx $1 bln 04-Oct-05 Sykes Enterprises SYKE Q3 Up Arrow$0.06 $0.15-0.16 Up Arrow$117.84mln $121-122 mln FY05 Up Arrow$0.33 $0.44-0.48 Up Arrow$484.24mln $487-492 mln Sovereign Banc SOV Q3 Up Arrow$0.46 $0.49 Nutrisystem NTRI Q3 Up Arrow$43.21mln $64-65 mln Too, Inc. TOO Q3 Up Arrow$0.39 $0.41-0.43 03-Oct-05 Advanced Power APTI Q3 Up Arrow$0.04 A couple of cents above $0.05 Up Arrow$16.00mln Approximately $16.8 mln Q4 Up Arrow$16.95mln $17.3-17.8 mln 29-Sep-05 PepsiCo PEP FY05 Up Arrow$2.61 $2.64-2.65, ex items 28-Sep-05 Red Hat RHAT Q3 Up Arrow$0.08 $0.09-0.10 Up Arrow$69.26mln $70.5-71.5 mln FY06 Up Arrow$0.30 $0.31-0.35 Up Arrow$269.54mln $270-275 mln SABRE Hldgs TSG Q3 Up Arrow$0.42 $0.46-0.49 FPL Group FPL FY06 Up Arrow$2.75 $2.80-2.90 Exelon EXC FY05 Up Arrow$3.13 Upper half of $3.00-3.15 27-Sep-05 First Ind. Rlty FR FY06 Up Arrow$3.64 FIFO $3.90-4.10 DJ Orthopedics DJO Q3 Up Arrow$68.78mln $70-71 mln SBS Tech SBSE FY06 Up Arrow$160.50mln $165-175 mln 26-Sep-05 Lennar LEN FY05 Up Arrow$7.94 $7.80-8.10 FY06 Up Arrow$8.88 $9.25 23-Sep-05 Finish Line FINL Q4 Up Arrow$0.50 $0.56-0.58 Up Arrow$380.03mln $451 mln 22-Sep-05 3Com COMS Q2 Up Arrow$180.23mln $190 mln Comtech Telecom CMTL Q1 Up Arrow$0.34 $0.41-0.43 FY06 Up Arrow$1.50 $1.54-1.56 Up Arrow$342.64mln $355-360 KB Home KBH FY05 Up Arrow$9.14 $9.30 21-Sep-05 Anadigics ANAD Q3 Up Arrow($0.24) $(0.20)-(0.21) Up Arrow$26.35mln $28-29 mln Standard Micro SMSC Q3 Up Arrow$0.21 $0.31-0.37 Up Arrow$77.08mln $81-86 mln Herman Miller MLHR Q2 Up Arrow$0.33 $0.37-0.41 Up Arrow$420.97mln $430-450 mln Somanetics SMTS FY05 Up Arrow$0.24 $1.00 Up Arrow$19.18mln $20-20.5 mln FedEx FDX FY06 Up Arrow$5.30 $5.40-5.65, excluding $0.15 charge CarMax KMX Q3 Up Arrow$0.19 $0.19-0.25 Lennar LEN Q3 Up Arrow$1.93 Will exceed $2.00 20-Sep-05 H.B. Fuller FUL FY05 Up Arrow$1.75 $1.75-1.85 FactSet FDS Q1 Up Arrow$83.38mln $88-90 mln Progress Software PRGS FY05 Up Arrow$1.28 $1.32-1.33 Up Arrow$303.75mln $401-403 mln Gildan Activewear GIL FY05 Up Arrow$1.52 Meet or exceed $1.50 w