Wallstreet Marktbericht
https://www.traderboersenboard.de/sho...5597post115597
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UP- and DOWNGRADES
DEVISEN
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AFTER THE CLOSE

eBay
beats by $0.05, ex items, raises Y04 outlook (EBAY) 74.79 +0.82: Reports Q1 (Mar) earnings of $0.31 per share, ex items, $0.05 better than the Reuters Research consensus of $0.26; revenues rose 56.6% year/year to $746.2 mln vs the $716.2 mln consensus. Co sees Q2 EPS of $0.26 vs consensus of $0.26. For Y04 Co now sees EPS "as high as" $1.13 vs the consensus of $1.09. For Y04 revs sees $3.15 bln vs the consensus of $3.08 bln:
Qualcomm
beats by $0.05 (excluding QSI) 65.82 +1.39: Reports Q2 (Mar) earnings of $0.53 per share, $0.05 better than the Reuters Research consensus of $0.48; revenues rose 13.8% year/year to $1.22 bln vs the $1.18 bln consensus. Co sees Q3 (Jun) EPS of $0.48-0.50 (excluding QSI) and revs of $1.27-1.31 bln, Reuters consensus is $0.39 and $1.07 bln for Y04 co sees EPS (excluding QSI) of $1.93-1.98 and revs up 26-29% year/year, Reuters consensus is $1.76.
Altera
beats by $0.02 (ALTR) 20.47 +0.72: Reports Q1 (Mar) earnings of $0.15 per share, $0.02 better than the Reuters Research consensus of $0.13; revenues rose 24.5% year/year to $242.9 mln vs the $233.4 mln consensus
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Juniper Networks
beats by $0.01 (JNPR) : Reports Q1 (Mar) non GAAP earnings of $0.09 per share, $0.01 better than the Reuters Research consensus of $0.08; revenues rose 42.6% year/year to $224.1 mln vs the $215.7 mln consensus. NetScreen reported non GAAP EPS of $0.15, street expectations were around $0.14, revenues of $93.5 were up from $58.3 mln, and also were a little better than expectations.
KLA-Tencor
beats by $0.04 (KLAC) 48.32 +0.61: Reports Q3 (Mar) earnings of $0.33 per diluted share, $0.04 better than the Reuters Research consensus of $0.29; revenues rose 28.1% year/year to $389.8 mln vs the $379.5 mln consensus.
Alliance Data
beats by $0.12, beats on revs; guides above Q3 consensus (ADS) 33.48 +0.41: Reports Q1 (Mar) earnings of $0.39 per share, $0.12 better than the Reuters Research consensus of $0.27; revenues rose 30.1% year/year to $312.4 mln vs the $282.5 mln consensus. Co sees Q2 (Jun) EPS of $0.31-0.32 and Y04 EPS of $1.30-1.33, Reuters consensus is $0.29 and $1.21 respectively.
F5 Networks
beats by $0.02, guides Q3 above consensus (FFIV) : Reports Q2 (Mar) earnings of $0.16 per share, $0.02 better than the Reuters Research consensus of $0.14; revenues rose 45.0% year/year to $40.6 mln vs the $38.3 mln consensus.
Starbucks
beats by $0.02 (SBUX) 37.23 unch: Reports Q2 (Mar) earnings of $0.19 per share, $0.02 better than the Reuters Research consensus of $0.17; revenues rose 30.1% year/year to $1.24 bln vs the $1.22 bln consensus. Co raises its full-year EPS target range by $0.04 to $0.90-$0.91 vs consensus of $0.88.
SpectraLink
beats by a penny (SLNK) : Reports Q1 (Mar) earnings of $0.11 per share, $0.01 better than the Reuters Research consensus of $0.10
Chiron
misses by $0.05 ; guides for 2H04 (CHIR) 44.11 +0.42: Reports Q1 (Mar) earnings of $0.22 per share, $0.05 worse than the Reuters Research consensus of $0.27; revenues rose 23.8% year/year to $379.7 mln vs the $379.0 mln consensus.
VISX
beats by $0.03 , issues Q2 & Y04 guidance (EYE) : Reports Q1 (Mar) earnings of $0.23 per share, $0.03 better than the Reuters Research consensus of $0.20; revenues rose 27.3% year/year to $43.8 mln vs the $42.4 mln consensus.
BroadVision
misses by $0.04 , ex items (BVSN) 6.30 +0.30: Reports Q1 (Mar) pro forma net loss of $0.01 per share, excluding certain restructuring and non-cash charges, $0.04 worse than the Reuters Research consensus of $0.03; revenues fell 14.7% year/year to $20.9 mln vs the $22.1 mln consensus.
Brands
beats by $0.02 , affirms Q2 (YUM) 36.10 -0.51: Reports Q1 (Mar) earnings of $0.47 per share, $0.02 better than the Reuters Research consensus of $0.45; revenues rose 9.3% year/year to $1.97 bln vs the $1.92 bln consensus. Co is comfortable with Q2 EPS of $0.52, in-line with consensus.
eResearchTech
beats by a penny, guides Q2 above consensus (ERES) 30.37 +0.56: Reports Q1 (Mar) earnings of $0.20 per share, $0.01 better than the Reuters Research consensus of $0.19; revenues rose 92.1% year/year to $26.1 mln vs the $25.0 mln consensus.
Atmel
beats by $0.02 (ATML) 6.87 +0.19: Reports Q1 (Mar) earnings of $0.02 per share, $0.02 better than the Reuters Research consensus of $0.00; revenues rose 37.4% year/year to $407.4 mln vs the $398.8 mln consensus.
Intersil reports,
guides in line (ISIL) : Reports Q1 (Mar) earnings of $0.19 per share, in line with the Reuters Research consensus of $0.19; revenues rose 18.9% year/year to $137.4 mln vs the $137.5 mln consensus. Company sees EPS of approximately $0.20, consensus $0.20.
Maxtor
reports inline (MXO) 7.60 -0.25: Reports Q1 (Mar) earnings of $0.12 per share, in line with the Reuters Research consensus of $0.12; revenues rose 8.6% year/year to $1.02 bln vs the $1.01 bln consensus.
Cerner
beats by $0.01 , ex items, issues Q2 & Y04 guidance (CERN) : Reports Q1 (Mar) earnings of $0.33 per share, $0.01 better than the Reuters Research consensus of $0.32; revenues rose 10.3% year/year to $218.7 mln vs the $217.4 mln consensus.
Silicon Storage
beats by $0.02, guides higher (SSTI) : Reports Q1 (Mar) earnings of $0.14 per share, $0.02 better than the Reuters Research consensus of $0.12; revenues rose 69.3% year/year to $104.4 mln vs the $102.0 mln consensus. Company sees Q2 EPS of $0.15-0.18 vs consensus of $0.14.
Secure Computing: Hearing that stock may be tapped for addition to S&P Small-Cap 600 (SCUR) 10.68 -0.38:
eResearchTech announces 3-for-2 split, authorizes 500,000 share buyback (ERES) 30.37 +0.57: -- Update --
Interwoven
reports in line , ex items (IWOV) 10.09 +0.43: Reports Q1 (Mar) pro forma net loss of $0.01 per share, excluding restructuring charges and amortization of stock-based compensation and intangible assets, in line with the Reuters Research consensus of ($0.01); revenues rose 46.1% year/year to $37.4 mln vs the $36.7 mln consensus.
Citrix Systems beats,
guides Q2 EPS below , revs above consensus (CTXS) : Reports Q1 (Mar) earnings of $0.19 per share, $0.01 better than the Reuters Research consensus of $0.18; revenues rose 12.4% year/year to $161.3 mln vs the $153.2 mln consensus.
Covance
beats by $0.01, raises prior guidance (CVD) 33.86 +0.66: Reports Q1 (Mar) earnings of $0.34 per share, $0.01 better than the Reuters Research consensus of $0.33; revenues rose 3.5% year/year to $251.5 mln vs the $247.7 mln consensus. Co raises its 2004 EPS guidance from at least $1.43 to at least $1.47 vs consensus of $1.44.
Luminex
beats by $0.02 (LMNX) 9.14 +0.17: Reports Q1 (Mar) net of breakeven, $0.02 better than the Reuters Research consensus of ($0.02); revenues rose 82.4% year/year to $9.3 mln vs the $8.5 mln consensus.
Checkpoint Systems
beats by a penny (CKP) 17.90 +0.24: Reports Q1 (Mar) net earnings of $0.15 per share, $0.01 better than the Reuters Research consensus of $0.14; revenues rose 15.5% year/year to $180.6 mln vs the $168.3 mln consensus.
Cadence Design reports,
guides in line (CDN) 13.75 +0.05: Reports Q1 (Mar) earnings of $0.10 per share, in line with the Reuters Research consensus of $0.10; revenues rose 1.1% year/year to $266.0 mln vs the $266.2 mln consensus. Company sees Q2 EPS of $0.14-0.16 vs consensus of $0.16 on revenues of $285-295 mln, consensus $288.85 mln.
Amdocs
beats by $0.02 ; guides for Q3 (DOX) 28.25 +0.42: Reports Q2 (Mar) earnings of $0.29 per share, $0.02 better than the Reuters Research consensus of $0.27; revenues rose 24.7% year/year to $442.8 mln vs the $435.1 mln consensus. Co sees Q3 (Jun) EPS of $0.30 and revs of approx $450 mln, Reuters consensus is $0.28 and $444 mln.
Spectrasite
beats by $0.02 (SSI) 39.90 -0.30: Reports Q1 (Mar) earnings of $0.14 per share, $0.02 better than the Reuters Research consensus of $0.12; revenues rose 10.3% year/year to $84.6 mln vs the $83.6 mln consensus.
STMicroelectronics reports (STM) 22.37 +0.06: Reports Q1 (Mar) earnings of $0.08 per share, which includes $33 mln in charges. After backing this out, we came up with EPS of $0.12, not clear if this is comparable to the Reuters Research consensus of $0.12; revenues rose 25.4% year/year to $2.03 bln vs the $2.03 bln consensus.
Nachbörsliche Winner+Loser:
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