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Starlight · 22-04-2004, 23:23

Wallstreet Marktbericht

https://www.traderboersenboard.de/sho...5597post115597

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AFTER THE CLOSE

Microsoft beats by $0.05, guides higher (MSFT) : Reports Q3 (Mar) earnings of $0.34 per share, excluding multiple charges, $0.05 better than the Reuters Research consensus of $0.29; revenues rose 17.1% year/year to $9.18 bln vs the $8.67 bln consensus. Company sees Q2 EPS of $0.28 vs consensus of $0.27 on revenues of $8.9-9.0 bln, consensus $8.86 bln

Gilead Sciences beats by $0.12, beats handily on revs (GILD) 59.18 +1.34: Reports Q1 (Mar) earnings of $0.45 per share, $0.12 better than the Reuters Research consensus of $0.33; revenues rose 87.2% year/year to $309.1 mln vs the $267.2 mln consensus.

Corning beats by $0.03, guides higher (GLW) : Reports Q1 (Mar) earnings of $0.08 per share, $0.03 better than the Reuters Research consensus of $0.05; revenues rose 13.1% year/year to $844.0 mln vs the $804.9 mln consensus. Company sees Q2 EPS of $0.07-0.09 vs consensus of $0.06 on revenues of $900-950 mln, consensus $838 mln.

Amazon.com beats by $0.03, ex items, beats on revs ; guides for Q2 and Y04 (AMZN) 48.86 +3.14: Reports Q1 (Mar) earnings of $0.23 per share, ex items, $0.03 better than the Reuters Research consensus of $0.20; revenues rose 41.2% year/year to $1.53 bln vs the $1.45 bln consensus. Co sees Q2 (Jun) revs of $1.34-1.44 bln and Y04 revs between $6.45-6.85 bln, Reuters consensus is $1.41 and $6.66 bln, respectively.

Amgen beats by $0.02, ex items (AMGN) : Reports Q1 (Mar) adjusted earnings of $0.57 per share, $0.02 better than the Reuters Research consensus of $0.55; revenues rose 33.0% year/year to $2.34 bln vs the $2.36 bln consensus.

Polycom beats by $0.02 , ex items (PLCM) 23.20 +1.22: Reports Q1 (Mar) pro forma earnings of $0.13 per share, $0.02 better than the Reuters Research consensus of $0.11; net revenues rose 28.2% year/year to $119.1 mln vs the $116.0 mln consensus.

Micrel reports in line , guides Q2 revs above consensus (MCRL) 11.99 -0.28: Reports Q1 (Mar) earnings of $0.05 per share, in line with the Reuters Research consensus of $0.05; revenues rose 20.2% year/year to $61.3 mln vs the $62.0 mln consensus. Co also guides, sees Q2 revenues of $68-70 mln, vs an estimate of $65.4 mln.

RadiSys reports, guides in line (RSYS) 22.60 +0.35: Reports Q1 (Mar) earnings of $0.15 per share, in line with the Reuters Research consensus of $0.15, a penny above First Call consensus of $0.14; revenues rose 26.2% year/year to $61.1 mln vs the $58.5 mln consensus.

Emulex reports in line , ex items, guides Q4 below consensus (ELX) 19.59 +0.04: Reports Q3 (Mar) non-GAAP earnings of $0.25 per share, ex items, in line with the Reuters Research consensus of $0.25; revenues rose 24.4% year/year to $99.0 mln vs the $100.9 mln consensus.

Microchip beats by $0.02, beats on revs; guides above Q1 consensus (MCHP) 28.33 +0.58: --Correction-- Co reports Q4 (Mar) earnings of $0.22, $0.02 better than Reuters consensus of $0.20; revenues rose 20.1% year/year to $191.52 mln vs consensus of $185.77 mln. Co sees Q1 (Jun) EPS of approx $0.25 and revs of $205-207 mln, Reuters consensus is $0.21 and $193 mln, respectively.

Concurrent reports in line , guides Q4 below consensus (CCUR) 3.10 +0.02: Reports Q3 (Mar) net of breakeven, in line with the First Call consensus of $0.00; revenues rose 33.8% year/year to $23.6 mln vs the $24.5 mln Reuters Research consensus.

Molecular Devices beats by a penny, guides Q2 revs above consensus ( MDCC) 18.78 +0.57:

Cytec beats by $0.18, guides below consensus for Q2, higher for full yr (CYT) 37.35 +0.35:

Synaptics beats by $0.02, guides above consensus (SYNA) 14.92 -0.88: Reports Q3 (Mar) earnings of $0.13 per share, $0.02 better than the Reuters Research consensus of $0.11; revenues rose 42.3% year/year to $34.3 mln vs the $33.5 mln consensus. Company sees Q4 sequential revenue increase of up to 3%, which equates to $35.2 mln, consensus is $34.4 mln.

Integrated Device beats by $0.02 , ex items (IDTI) 15.09 +0.09:

AmeriCredit beats by $0.13 ; guides for Y04 (ACF) 18.30 +0.57: Reports Q3 (Mar) earnings of $0.40 per share, $0.13 better than the Reuters Research consensus of $0.27; revenues rose 6.3% year/year to $313.4 mln vs the $291.1 mln consensus. Co sees Y04 (Jun) EPS of $1.09-1.21, Reuters consensus is $1.05.

Broadcom guides revenues higher for Q2 (BRCM) 43.06 +2.26: -- Update -- On call, management says Q2 revenues are expected to increase 10% sequentially, suggesting revenues of $631 mln. The Reuters Research consensus calls for Q2 revenues of $588.6 mln. Gross margins in Q2 are expected to decline 50 basis points sequentially; Q1 gross margins were 50.6%.

RSA Security beats by a penny (RSAS) 18.21 +0.41: Reports Q1 (Mar) earnings of $0.10 per share, $0.01 better than the Reuters Research consensus of $0.09; revenues rose 17.5% year/year to $72.0 mln vs the $69.8 mln consensus.

Advent Software misses by $0.02 , beats on revs; guides for Q2 (ADVS) 20.10 +0.85: Reports Q1 (Mar) loss of $0.03 per share, $0.02 worse than the Reuters Research consensus of ($0.01); revenues rose 11.5% year/year to $36.8 mln vs the $34.8 mln consensus. Co sees Q2 (Jun) revs of $35.5-37.5 mln, Reuters consensus is $36 mln.

Western Digital beats by a penny (WDC) : Reports Q3 (Mar) earnings of $0.22 per share, $0.01 better than the Reuters Research consensus of $0.21; revenues rose 6.1% year/year to $749.0 mln vs the $729.9 mln consensus.

Sigma-Aldrich beats by $0.06, ex items, guides above consensus (SIAL) : Reports Q1 (Mar)

Xilinx beats, ex items, guides Q1 revs, extends stock buyback plan (XLNX) 37.79 +0.57: Reports Q4 (Mar) earnings of $0.28 per share, which excludes multiple items, may not be comparable to the Reuters Research consensus of $0.25; revenues rose 32.0% year/year to $403.4 mln vs the $399.1 mln consensus.

TEKELEC beats by $0.04, guides Q2 revs higher (TKLC) : Reports Q1 (Mar) pro forma earnings of $0.12 per share, $0.04 better than the Reuters Research consensus of $0.08; revenues rose 43.5% year/year to $78.9 mln vs the $74.4 mln consensus. Company sees Q2 revenues of $86-88 mln, consensus $79 mln, sees GAAP EPS of $0.01-0.02, however this is not comparable to consensus of $0.10.

InVision beats by $0.10 (INVN) 49.58: Reports Q1 (Mar) earnings of $0.33 per share, ex-items, $0.10 better than the Reuters Research consensus of $0.23; revenues were $76.9 mln vs consensus of $63.4 mln. Note, co is being acquired by GE for $50/share in cash.

PeopleSoft misses by a penny , ex items, light on revs (PSFT) 18.89 +0.73: Reports Q1 (Mar) pro forma earnings of $0.17 per share, ex items, $0.01 worse than the Reuters Research consensus of $0.18; revenues rose 39.7% year/year to $643.1 mln vs the $643.6 mln consensus. Co reports license revs $131 mln vs $139.2 mln consensus.

Overstock.com beats by $0.03 , revs mixed relative to estimates (OSTK) : Reports Q1 (Mar) loss of $0.14 per share, $0.03 better than the Reuters Research consensus of ($0.17); revenues rose 181.4% year/year to $82.1 mln vs the $80.3 mln consensus.

VeriSign beats by a penny , ex items (VRSN) 16.13 +0.29: Reports Q1 (Mar) non-GAAP earnings of $0.14 per diluted share, ex items, $0.01 better than the Reuters Research consensus of $0.13; revenues fell 15.1% year/year to $229.1 mln vs the $220.9 mln consensus.

Mercury Interactive beats by $0.02 , ex items; guides for Q2 (MERQ) 46.00 +1.13: Reports Q1 (Mar) earnings of $0.24 per share, excluding items, $0.02 better than the Reuters Research consensus of $0.22; revenues rose 42.0% year/year to $156.8 mln vs the $150.3 mln consensus. Co sees Q2 (Jun) EPS of $0.21-0.26, ex items, and revs between $160-170 mln, Reuters consensus is $0.25 and $157 mln, respectively.

Broadcom beats by $0.03 , ex items (BRCM) : Reports Q1 (Mar) earnings of $0.29 per share, ex items, $0.03 better than the Reuters Research consensus of $0.26; revenues rose 75.1% year/year to $573.4 mln vs the $562.4 mln consensus.

Microsemi beats by a penny (MSCC) : Reports Q2 (Mar) earnings of $0.07 per share, in line with the Reuters Research consensus of $0.07 and a penny better than First Call consensus of $0.06; revenues rose 19.7% year/year to $57.7 mln vs the $57.4 mln consensus.

Vitesse Semi reports in line , ex items, guides Q2 in line (VTSS) 5.70 -0.16: Reports Q2 (Mar) pro forma net earnings of $0.01 per share, in line with the Reuters Research consensus of $0.01; revenues rose 47.0% year/year to $56.0 mln vs the $55.3 mln consensus.

17:08 After Hours Movers : Trading Up: FIBR +16%, CLS +11%, WIRE +9.2%, BRKS +8.6%, GLW +7.7%, ISSI +7.4%, RMTR +7.3%, GILD +6.4%, SFA +6.2%, MCHP +6%, MSFT +5.4%, AMGN +1.6%, INTC +0.7%... Trading Down: CCUR -23%, ABTL -9.8%, OHP -9.3%, IPAS -7.6%, ELX -6.7%, HLIT -6%, VTSS -6%, AMZN -2.2%, XLNX -1.5%.

Nachbörsliche Winner+Loser:

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Freitag, 23.04.2004
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22-04-2004, 23:23	#235
Starlight TBB Family Registriert seit: May 2002 Beiträge: 33.345	Wallstreet Marktbericht https://www.traderboersenboard.de/sho...5597post115597 DOW JONES INDU 30 NASDAQ 100 AMEX INTERNET INDEX PHLX SEMICONDUCTORS UP- and DOWNGRADES DEVISEN ________________________________________________ Tops und Flops DAX Kurse TecDAX Kurse AFTER THE CLOSE Microsoft beats by $0.05, guides higher (MSFT) : Reports Q3 (Mar) earnings of $0.34 per share, excluding multiple charges, $0.05 better than the Reuters Research consensus of $0.29; revenues rose 17.1% year/year to $9.18 bln vs the $8.67 bln consensus. Company sees Q2 EPS of $0.28 vs consensus of $0.27 on revenues of $8.9-9.0 bln, consensus $8.86 bln Gilead Sciences beats by $0.12, beats handily on revs (GILD) 59.18 +1.34: Reports Q1 (Mar) earnings of $0.45 per share, $0.12 better than the Reuters Research consensus of $0.33; revenues rose 87.2% year/year to $309.1 mln vs the $267.2 mln consensus. Corning beats by $0.03, guides higher (GLW) : Reports Q1 (Mar) earnings of $0.08 per share, $0.03 better than the Reuters Research consensus of $0.05; revenues rose 13.1% year/year to $844.0 mln vs the $804.9 mln consensus. Company sees Q2 EPS of $0.07-0.09 vs consensus of $0.06 on revenues of $900-950 mln, consensus $838 mln. Amazon.com beats by $0.03, ex items, beats on revs ; guides for Q2 and Y04 (AMZN) 48.86 +3.14: Reports Q1 (Mar) earnings of $0.23 per share, ex items, $0.03 better than the Reuters Research consensus of $0.20; revenues rose 41.2% year/year to $1.53 bln vs the $1.45 bln consensus. Co sees Q2 (Jun) revs of $1.34-1.44 bln and Y04 revs between $6.45-6.85 bln, Reuters consensus is $1.41 and $6.66 bln, respectively. Amgen beats by $0.02, ex items (AMGN) : Reports Q1 (Mar) adjusted earnings of $0.57 per share, $0.02 better than the Reuters Research consensus of $0.55; revenues rose 33.0% year/year to $2.34 bln vs the $2.36 bln consensus. Polycom beats by $0.02 , ex items (PLCM) 23.20 +1.22: Reports Q1 (Mar) pro forma earnings of $0.13 per share, $0.02 better than the Reuters Research consensus of $0.11; net revenues rose 28.2% year/year to $119.1 mln vs the $116.0 mln consensus. Micrel reports in line , guides Q2 revs above consensus (MCRL) 11.99 -0.28: Reports Q1 (Mar) earnings of $0.05 per share, in line with the Reuters Research consensus of $0.05; revenues rose 20.2% year/year to $61.3 mln vs the $62.0 mln consensus. Co also guides, sees Q2 revenues of $68-70 mln, vs an estimate of $65.4 mln. RadiSys reports, guides in line (RSYS) 22.60 +0.35: Reports Q1 (Mar) earnings of $0.15 per share, in line with the Reuters Research consensus of $0.15, a penny above First Call consensus of $0.14; revenues rose 26.2% year/year to $61.1 mln vs the $58.5 mln consensus. Emulex reports in line , ex items, guides Q4 below consensus (ELX) 19.59 +0.04: Reports Q3 (Mar) non-GAAP earnings of $0.25 per share, ex items, in line with the Reuters Research consensus of $0.25; revenues rose 24.4% year/year to $99.0 mln vs the $100.9 mln consensus. Microchip beats by $0.02, beats on revs; guides above Q1 consensus (MCHP) 28.33 +0.58: --Correction-- Co reports Q4 (Mar) earnings of $0.22, $0.02 better than Reuters consensus of $0.20; revenues rose 20.1% year/year to $191.52 mln vs consensus of $185.77 mln. Co sees Q1 (Jun) EPS of approx $0.25 and revs of $205-207 mln, Reuters consensus is $0.21 and $193 mln, respectively. Concurrent reports in line , guides Q4 below consensus (CCUR) 3.10 +0.02: Reports Q3 (Mar) net of breakeven, in line with the First Call consensus of $0.00; revenues rose 33.8% year/year to $23.6 mln vs the $24.5 mln Reuters Research consensus. Molecular Devices beats by a penny, guides Q2 revs above consensus ( MDCC) 18.78 +0.57: Cytec beats by $0.18, guides below consensus for Q2, higher for full yr (CYT) 37.35 +0.35: Synaptics beats by $0.02, guides above consensus (SYNA) 14.92 -0.88: Reports Q3 (Mar) earnings of $0.13 per share, $0.02 better than the Reuters Research consensus of $0.11; revenues rose 42.3% year/year to $34.3 mln vs the $33.5 mln consensus. Company sees Q4 sequential revenue increase of up to 3%, which equates to $35.2 mln, consensus is $34.4 mln. Integrated Device beats by $0.02 , ex items (IDTI) 15.09 +0.09: AmeriCredit beats by $0.13 ; guides for Y04 (ACF) 18.30 +0.57: Reports Q3 (Mar) earnings of $0.40 per share, $0.13 better than the Reuters Research consensus of $0.27; revenues rose 6.3% year/year to $313.4 mln vs the $291.1 mln consensus. Co sees Y04 (Jun) EPS of $1.09-1.21, Reuters consensus is $1.05. Broadcom guides revenues higher for Q2 (BRCM) 43.06 +2.26: -- Update -- On call, management says Q2 revenues are expected to increase 10% sequentially, suggesting revenues of $631 mln. The Reuters Research consensus calls for Q2 revenues of $588.6 mln. Gross margins in Q2 are expected to decline 50 basis points sequentially; Q1 gross margins were 50.6%. RSA Security beats by a penny (RSAS) 18.21 +0.41: Reports Q1 (Mar) earnings of $0.10 per share, $0.01 better than the Reuters Research consensus of $0.09; revenues rose 17.5% year/year to $72.0 mln vs the $69.8 mln consensus. Advent Software misses by $0.02 , beats on revs; guides for Q2 (ADVS) 20.10 +0.85: Reports Q1 (Mar) loss of $0.03 per share, $0.02 worse than the Reuters Research consensus of ($0.01); revenues rose 11.5% year/year to $36.8 mln vs the $34.8 mln consensus. Co sees Q2 (Jun) revs of $35.5-37.5 mln, Reuters consensus is $36 mln. Western Digital beats by a penny (WDC) : Reports Q3 (Mar) earnings of $0.22 per share, $0.01 better than the Reuters Research consensus of $0.21; revenues rose 6.1% year/year to $749.0 mln vs the $729.9 mln consensus. Sigma-Aldrich beats by $0.06, ex items, guides above consensus (SIAL) : Reports Q1 (Mar) Xilinx beats, ex items, guides Q1 revs, extends stock buyback plan (XLNX) 37.79 +0.57: Reports Q4 (Mar) earnings of $0.28 per share, which excludes multiple items, may not be comparable to the Reuters Research consensus of $0.25; revenues rose 32.0% year/year to $403.4 mln vs the $399.1 mln consensus. TEKELEC beats by $0.04, guides Q2 revs higher (TKLC) : Reports Q1 (Mar) pro forma earnings of $0.12 per share, $0.04 better than the Reuters Research consensus of $0.08; revenues rose 43.5% year/year to $78.9 mln vs the $74.4 mln consensus. Company sees Q2 revenues of $86-88 mln, consensus $79 mln, sees GAAP EPS of $0.01-0.02, however this is not comparable to consensus of $0.10. InVision beats by $0.10 (INVN) 49.58: Reports Q1 (Mar) earnings of $0.33 per share, ex-items, $0.10 better than the Reuters Research consensus of $0.23; revenues were $76.9 mln vs consensus of $63.4 mln. Note, co is being acquired by GE for $50/share in cash. PeopleSoft misses by a penny , ex items, light on revs (PSFT) 18.89 +0.73: Reports Q1 (Mar) pro forma earnings of $0.17 per share, ex items, $0.01 worse than the Reuters Research consensus of $0.18; revenues rose 39.7% year/year to $643.1 mln vs the $643.6 mln consensus. Co reports license revs $131 mln vs $139.2 mln consensus. Overstock.com beats by $0.03 , revs mixed relative to estimates (OSTK) : Reports Q1 (Mar) loss of $0.14 per share, $0.03 better than the Reuters Research consensus of ($0.17); revenues rose 181.4% year/year to $82.1 mln vs the $80.3 mln consensus. VeriSign beats by a penny , ex items (VRSN) 16.13 +0.29: Reports Q1 (Mar) non-GAAP earnings of $0.14 per diluted share, ex items, $0.01 better than the Reuters Research consensus of $0.13; revenues fell 15.1% year/year to $229.1 mln vs the $220.9 mln consensus. Mercury Interactive beats by $0.02 , ex items; guides for Q2 (MERQ) 46.00 +1.13: Reports Q1 (Mar) earnings of $0.24 per share, excluding items, $0.02 better than the Reuters Research consensus of $0.22; revenues rose 42.0% year/year to $156.8 mln vs the $150.3 mln consensus. Co sees Q2 (Jun) EPS of $0.21-0.26, ex items, and revs between $160-170 mln, Reuters consensus is $0.25 and $157 mln, respectively. Broadcom beats by $0.03 , ex items (BRCM) : Reports Q1 (Mar) earnings of $0.29 per share, ex items, $0.03 better than the Reuters Research consensus of $0.26; revenues rose 75.1% year/year to $573.4 mln vs the $562.4 mln consensus. Microsemi beats by a penny (MSCC) : Reports Q2 (Mar) earnings of $0.07 per share, in line with the Reuters Research consensus of $0.07 and a penny better than First Call consensus of $0.06; revenues rose 19.7% year/year to $57.7 mln vs the $57.4 mln consensus. Vitesse Semi reports in line , ex items, guides Q2 in line (VTSS) 5.70 -0.16: Reports Q2 (Mar) pro forma net earnings of $0.01 per share, in line with the Reuters Research consensus of $0.01; revenues rose 47.0% year/year to $56.0 mln vs the $55.3 mln consensus. 17:08 After Hours Movers : Trading Up: FIBR +16%, CLS +11%, WIRE +9.2%, BRKS +8.6%, GLW +7.7%, ISSI +7.4%, RMTR +7.3%, GILD +6.4%, SFA +6.2%, MCHP +6%, MSFT +5.4%, AMGN +1.6%, INTC +0.7%... Trading Down: CCUR -23%, ABTL -9.8%, OHP -9.3%, IPAS -7.6%, ELX -6.7%, HLIT -6%, VTSS -6%, AMZN -2.2%, XLNX -1.5%. Nachbörsliche Winner+Loser: After Hours NASDAQ Most Active _____________________________________________ Nasdaq 100 Future Nasdaq 100 After Hours Indicator Freitag, 23.04.2004 US Rede Chicago Fed-Präsident Moskow • 03:45 - US Rede Kansas City Fed-Präsident Hoenig • 08:00 - DE Preisentwicklung Hotel- u. Gaststättengewerbe 2003 • 08:45 - FR Verbraucherpreise März • 09:00 - IT Einzelhandelsumsatz Februar • 09:30 - IT ISAE Verbrauchervertrauen April • 10:00 - ! EU Zahlungsbilanz Februar • 10:30 - GB BIP 1. Quartal • 10:30 - GB Einzelhandelsumsatz März • 14:30 - ! US Aufträge langlebiger Wirtschaftsgüter März • 14:30 - ! US Rede EZB-Präsident Trichet • 18:30 - ! US Rede Richmond Fed-Präsident Broaddus • 19:00 - ! DE Verfall Optionen auf Renten-Futures (Eurex) © Derivate.de -------------------------------------------------------------------------------- US EARNINGSKALENDER Geändert von Starlight (22-04-2004 um 23:52 Uhr)