[Starlight]

ON Semiconductor beats by $0.02, ex items, (ONNN) 3.29 -0.17: Reports Q2 (Jun) loss of $0.14 per share, excluding ($0.20) per share in restructuring and other charges, $0.02 better than the Reuters Research consensus of ($0.16); revenues fell 8.7% year/year to $256.2 mln vs the $255.0 mln consensus.


Chubb beats by 33 cents, raises full-year guidance (CB) 61.90 +0.80: Reports Q2 (Jun) earnings of $1.37 per share, $0.33 better than the Reuters Research consensus of $1.04. Co raises 2003 guidance to $4.90-$5.30 from previous guidance of $4.60-$5.00.


Energizer beats by $0.02, ex items (ENR) 34.35 +0.18: Reports Q3 (Jun) earnings of $0.48 per share, excluding items from the SWS acquisition totalling $0.28 in charges, $0.02 better than the Reuters Research consensus of $0.46; revenues rose 52.3% year/year to $594.0 mln vs the $558.9 mln consensus.


Overstock.com misses by $0.02 (OSTK) 13.53 +0.44: Reports Q2 (Jun) loss of $0.07 per share, $0.02 worse than the Reuters Research consensus of ($0.05); revenues rose 100.2% year/year to $28.8 mln vs the $30.6 mln consensus.


Akamai Tech beats by a penny, ex items (AKAM) 5.10 -0.03: Reports Q2 (Jun) normalized net loss of $0.09 per share, ex items, $0.01 better than the Reuters Research consensus of ($0.10); revenues rose 4.1% year/year to $37.8 mln vs the $37.6 mln consensus.


Sonic Solutions reports in line results (SNIC) 9.90 -0.18: Reports Q1 (Jun) earnings of $0.08 per share, in line with the Reuters Research consensus of $0.08; revenues rose 62.8% year/year to $12.0 mln vs the $11.4 mln consensus.


Nautilus Grp reports in-line Q2 results, reaffirms guidance (NLS) 11.67 -0.09: Reports Q2 (Jun) earnings of $0.14 per share, in line with the Reuters Research consensus of $0.14; revenues fell 28.3% year/year to $100.6 mln vs the $96.7 mln consensus. Co also reaffirms its 2003 guidance of $1.00-$1.10 in EPS on $450-$470 mln in sales.


Whole Foods reports in line, ex items, guides Q4 & Y03 in line with consensus (WFMI) 52.38 +0.46: Reports Q3 (Jun) earnings of $0.42 per share, excluding gain of $0.03, in line with the Reuters Research consensus of $0.42; revenues rose 15.5% year/year to $749.0 mln vs the $745.7 mln consensus. Co also guides, sees Q4 EPS of $0.38-0.39, vs R.R. consensus of $0.39, and Y03 EPS of $1.62-1.69 (ex items) vs estimate of $1.64.


MatrixOne reports in line (MONE) 5.30 -0.14: Reports Q4 (Jun) loss of $0.07 per share, in line with the Reuters Research consensus of ($0.07); revenues fell 17.8% year/year to $26.3 mln vs the $26.7 mln consensus.




Ingram Micro beats by $0.02, guides in line (IM) 12.95 unch: Reports Q2 (Jun) earnings of $0.13 per share, $0.02 better than the Reuters Research consensus of $0.11; revenues fell 3.3% year/year to $5.17 bln vs the $5.05 bln consensus. Company sees Q3 EPS of $0.14-0.17, consensus is $0.15; revenues $5.175-5.35 bln, consensus $5.2 bln.


August Tech beats by 2 cents (AUGT) 9.15 -0.43: Reports Q2 (Jun) loss of $0.10 per share, $0.02 better than the Reuters Research consensus of ($0.12); revenues rose 11.2% year/year to $7.8 mln vs the $7.2 mln consensus.



UTStarcom signs contract with Asia Wireless Comm (UTSI) 42.15 -1.20: Co signs agreement with Asia Wireless Communication, a subsidiary of TelecomAsia Public Company, to deploy its IP-Based Personal Access System (iPAS) in key business districts in the Bangkok metropolitan area.



Applebee's beats by $0.03, guides (APPB) 31.74 +0.72: Reports Q2 (Jun) earnings of $0.45 per share, $0.02 better than the Reuters Research consensus of $0.43; revenues rose 22.4% year/year to $250.7 mln vs the $244.0 mln consensus. Company sees Y03 EPS of $1.70-1.72 vs consensus of $1.69.


Ocular Sciences beats by $0.05, ex items; guides for Y03 (OCLR) 19.90 -0.07: Reports Q2 (Jun) earnings of $0.34 per share, excluding a $0.17 restructuring charge, $0.05 better than the Reuters Research consensus of $0.29; revenues rose 15.9% year/year to $76.1 mln vs the $68.7 mln consensus. Co. sees Y03 EPS in the range of $1.45-1.52, ex items, R.R. consensus is $1.45.


O2Micro reports in line (OIIM) 16.03 -0.81: Reports Q2 (Jun) earnings of $0.06 per share, in line with the Reuters Research consensus of $0.06; revenues rose 18.1% year/year to $20.9 mln vs the $20.4 mln consensus.


Mentor Corp reports in line (MNTR) 23.05 +0.48: Reports Q1 (Jun) earnings of $0.33 per share, in line with the Reuters Research consensus of $0.33; revenues rose 7.6% year/year to $105.1 mln vs the $106.0 mln consensus.


ManTech beats by $0.02, guides (MANT) 22.54 -0.56: Reports Q2 (Jun) earnings of $0.28 per share, $0.02 better than the Reuters Research consensus of $0.26; revenues rose 13.0% year/year to $177.0 mln vs the $172.1 mln consensus. Company sees Q3 EPS of $0.28-0.29 vs consensus of $0.28 on revs of $180-184 mln, consensus $179 mln. For Y03 MANT sees EPS of $1.07-1.09 vs consensus of $1.05 on revs of $695-705 mln vs consensus of $686 mln.


Monster Worldwide beats by a penny (MNST) 23.42 -1.36: --Correction-- Reports Q2 (Jun) earnings of $0.09 per share, $0.01 better than the Reuters Research consensus of $0.08; revenues fell 5.6% year/year to $167.2 mln vs the $164.8 mln consensus. (Previously we stated that MNST earned $0.08 a share, but this figure included a $.01 loss from discontinued operations).




ChevronTexaco increases dividend to $0.73 (CVX) 71.80 unch: -- Update -- Co's Board declares quarterly dividend of $0.73 per share, $0.03 over preceding qtr, payable Sept. 10, 2003, to stockholders of record as of Aug. 19, 2003.


SafeNet guides higher (SFNT) 31.90 -1.38: Company issues upside preannouncement for Q3 (Sep), sees EPS of $0.16-0.18 vs consensus of $0.16; for Y03 now sees $0.69-0.72, prior guidance was $0.63-0.65, Reuters Research consensus is $0.67. SFNT cites "continues strength of its business".


New Focus reports in line, ex items; guides for Q3 (NUFO) 4.07 -0.05: Reports Q2 (Jun) loss of $0.07 per share, excluding numerous items, in line with the Reuters Research consensus of ($0.07); revenues rose 1.8% year/year to $6.3 mln vs the $6.1 mln consensus. Co. sees Q3 EPS in the range of a loss of $0.04-0.06, ex items, R.R. consensus is a loss of $0.05.


Incyte Genomics beats by $0.02 (INCY) 5.29 -0.28: Reports Q2 (Jun) loss of $0.37 per share, $0.02 better than the Reuters Research consensus of ($0.39); revenues fell 62.1% year/year to $11.0 mln vs the $10.8 mln consensus.



InfoSpace reports, guides Q3 revs in line with consensus (INSP) 15.33 -0.24: Reports Q2 (Jun) GAAP loss of $0.48 per basic share. After backing out net charges of $18.3 mln or ($0.59) per diluted share, we came up with earnings of $0.11 per share, which excludes multiple items and may not be comparable to the Reuters Research consensus of ($0.04); revenues rose 15.0% year/year to $38.3 mln vs the $33.9 mln consensus. Co also guides Q3, sees revenues of $32-34 mln vs estimate of $33.6 mln. In touch with R.R. to confirm actual.


TALX Corp beats by a penny, guides Q2 in line and Y04 above consensus (TALX) 24.75 -1.49: Reports Q1 (Jun) earnings from continuing operations of $0.20 per share, excluding $0.01 gain from discontinued operations, $0.01 better than the Reuters Research consensus of $0.19; revenues rose 11.0% year/year to $30.2 mln vs the $29.8 mln consensus. Co also guides, sees Q2 EPS of $0.20-0.22, vs R.R. consensus of $0.21, and Y04 EPS of $1.08-1.12 vs estimate of $1.00.


Dentsply beats by $0.03 (XRAY) 44.49 +0.49: Reports Q2 (Jun) earnings of $0.55 per share, $0.03 better than the Reuters Research consensus of $0.52; revenues rose 9.7% year/year to $417.9 mln vs the $409.1 mln consensus.