Wallstreet Marktbericht
Wall Street: US-Börsen machen im Mittwochshandel schlapp
https://www.traderboersenboard.de/sho...137#post117137
Copyright 2003 Wall Street Correspondents
DOW JONES INDU 30
NASDAQ 100
AMEX INTERNET INDEX
PHLX SEMICONDUCTORS
UP- and DOWNGRADES
DEVISEN
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Tops und Flops
DAX Kurse
TecDAX Kurse
AFTER THE CLOSE
Openwave
beats by $0.03 ,
guides Q4 in line (OPWV) : Reports Q3 (Mar) loss of $0.09 per diluted share, $0.03 better than the Reuters Research consensus of ($0.12); revenues rose 16.9% year/year to $74.2 mln vs the $71.8 mln consensus. Co also guides, sees Q4 loss of $0.14 to profit of $0.01, vs the R.R. consensus of ($0.04), and revenues of $69-79 mln, vs an estimate of $74.0 mln.
Symantec
beats by a penny, ex items, guides above consensus (SYMC) : Reports Q4 (Mar) earnings of $0.35 per share, ex items, $0.01 better than the Reuters Research consensus of $0.34; revenues rose 68.5% year/year to $556.4 mln vs the $529.2 mln consensus. Co sees Q1 Non-GAAP EPS $0.33 on revs of $525-555 mln vs the Reuters Research consensus $0.31 & $512 mln respectively.
JDS Uniphase
beats by a penny ,
guides a penny below consensus (JDSU) : Reports Q3 (Mar) non-GAAP net of breakeven, $0.01 better than the Reuters Research consensus of ($0.01); revenues rose 5.2% year/year to $161.0 mln vs the $159.4 mln consensus. Company sees Q4 non-GAAP net loss of $0.01, Reuters consensus is $0.00.
Time Warner
beats by $0.06, ex items, beats on revs (TWX) 16.51 -0.31: Reports Q1 (Mar) earnings of $0.15 per share, excluding items, $0.06 better than the Reuters Research consensus of $0.09; revenues rose 9.2% year/year to $10.09 bln vs the $9.53 bln consensus.
RealNetworks reports,
guides Q1 revs higher ( RNWK) 6.09 -0.51: Reports Q1 (Mar) loss of $0.06 per share, Revenues rose 28.8% year/year to $60.4 mln vs the $57.3 mln consensus. Company sees Q2 GAAP loss of $0.03-0.04 vs consensus of ($0.03), revenues $63-65 mln, consensus $59.4 mln.
Millennium Pharm
beats by 14 cents , revs light (MLNM) 17.34 -1.11: Reports Q1 (Mar) non-GAAP loss of $0.07 per share, $0.14 better than the Reuters Research consensus of ($0.21); total revenues rose 13.3% year/year to $92.6 mln vs the $109.5 mln consensus. Net product sales from Velcade for Injection for the qtr ended March 31, 2004 were $29.6 mln.
Akamai Tech
reports in-line (AKAM) 12.97 -0.34: Reports Q1 (Mar) earnings of $0.04 per share, ex-items, in line with the Reuters Research consensus of $0.04; revenues rose 32.3% year/year to $48.4 mln vs the $46.8 mln consensus.
ON Semiconductor
misses by $0.03 ,
guides higher (ONNN) : Reports Q1 (Mar) loss of $0.03 per share, $0.03 worse than the Reuters Research consensus of $0.00; revenues rose 14.4% year/year to $308.2 mln vs the $301.0 mln consensus. Company says it expects Q2 revenues to grow 6-7% sequentially, which equates to revenues of $326.7-329.8 mln, consensus is $317.3 mln
InfoSpace
misses by $0.02 ,
beats on revs; guides revs in line for Q2 and Y04 (INSP) 40.80 -0.72: Reports Q1 (Mar) earnings of $0.15 per share, $0.02 worse than the Reuters Research consensus of $0.17 (First Call consensus is $0.16); revenues rose 58.8% year/year to $48.1 mln vs the $46.7 mln consensus. Co sees Q2 (Jun) revs of $46-49 mln, Reuters consensus is $47 mln. Co also sees Y04 (Dec) revs of $195-205 mln, consensus is $196 mln.
Macromedia
beats by $0.07; guides above Q1 and Y05 consensus (MACR) 18.12 -0.67: Reports Q4 (Mar) earnings of $0.22 per share, $0.07 better than the Reuters Research consensus of $0.15; revenues rose 22.0% year/year to $102.0 mln vs the $96.7 mln consensus. Co sees 1Q05 revs of $100-105 mln, Reuters consensus is $96 mln, pro forma gross margins in 91-92% range and pro forma operating margins between 16-18%. Co expects Y05 (Mar) revs of $410-430 mln, Reuters consensus is $402 mln, pro forma GM 90-92% and pro forma operating profit margin between 15-20%.
Midway Games
misses by $0.01 ,
guides higher (MWY) : Reports Q1 (Mar) loss of $0.27 per share, $0.01 worse than the Reuters Research consensus of ($0.26); revenues fell 56.1% year/year to $20.1 mln vs the $18.2 mln consensus. Company sees Q2 revenues of approximately $38.0 mln, consensus $29.9 mln.
Human Genome
beats by a penny (HGSI) 13.20 -0.55: Reports Q1 (Mar) loss of $0.40 per share, $0.01 better than the Reuters Research consensus of ($0.41); revenues were unchanged from the year-ago period at $1.6 mln.
MatrixOne
beats by $0.02 (MONE) : Reports Q3 (Mar) loss of $0.06 per share, $0.02 better than the Reuters Research consensus of ($0.08); revenues rose 20.7% year/year to $29.0 mln vs the $27.5 mln consensus.
LSI Logic
beats by $0 .02, ex items, issues mixed guidance for Q2 (LSI) : Reports Q1 (Mar) pro forma earnings of $0.06 per share, excluding special items, $0.02 better than the Reuters Research consensus of $0.04; revenues rose 21.4% year/year to $452.4 mln vs the $450.4 mln consensus. Co also guides, sees Q2 EPS of $0.06-0.08, excluding $0.05 in special items, vs the R.R. consensus of $0.06, and revenues of $455-470 mln, vs an estimate of $472.1 mln.
Cirrus Logic reports ,
guides above (CRUS) : Reports Q4 (Mar) earnings of $0.12 per share, which includes multiple gains, charges, and is not comparable to Reuters Research consensus of ($0.05); revenues fell 3.7% year/year to $50.2 mln vs the $50.4 mln consensus. Company sees Q2 revenues of $56-59 mln, consensus $54 mln.
Varian
beats by $0.04, ex items
, guides Q3 EPS below consensus , Y04 in line (VARI) 39.29 -0.52: Reports Q2 (Mar) pro forma earnings of $0.43 per share, ex items, $0.04 better than the Reuters Research consensus of $0.39; revenues rose 13.7% year/year to $232.7 mln vs the $222.3 mln consensus.
Express Scripts
beats by a penny , (ESRX) 77.84 -1.97: Reports Q1 (Mar) earnings of $0.89 per diluted share, $0.01 better than the Reuters Research consensus of $0.88; revenues rose 12.5% year/year to $3.63 bln vs the $3.53 bln consensus. Co believes its 2004 diluted EPS will increase 20-25% over 2003, excluding charges.
S1 Corp
beats by 4 cents, guides above consensus (SONE) 8.28 -0.18: Reports Q1 (Mar) earnings of $0.01 per share, $0.04 better than the Reuters Research consensus of ($0.03); revenues fell 11.7% year/year to $57.9 mln vs the $51.6 mln consensus. Co expects Q2 rev/EPS of $56-$58 mln/$0.00-$0.01 (consensus $53.9 mln/-$0.01), and expects 2004 rev/EPS of $228-$234 mln/$0.07-$0.11 (consensus $221.8 mln/$0.05).
Watson Pharm reports in-line, guides Q2 revs below consensus (WPI) 42.67 +0.41
Adv Fibre Comm beats by a penny (AFCI) 19.10 -1.00:
ManTech beats by $0.07, beats on revs; guides above Q2 and Y04 consensus (MANT) 21.84 -0.31
Kenneth Cole beats by a penny, raises Q2 & Y04 guidance (KCP) 35.12 -1.05
CYTYC Corp reports in line, ex items (CYTC) 20.66 -0.87:
Skyworks beats by a penny, ex items, guides Q3 above consensus (SWKS) 10.84 -0.05
Roper Inds beats by $0.06, ex items (ROP) 48.90 -1.05
Charles River beats by $0.03, ex items; raises Y04 guidance (CRL) 46.56 -0.54
Apogent Tech beats by $0.02 ex items (AOT) 31.33 -1.09
Nachbörsliche Winner+Loser:
After Hours NASDAQ Most Active
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