Wallstreet Marktbericht
Wall Street: Greenspan stützt den Dollar, aber nicht die Börse
Die US-Börsen zeigten sich am Dienstag nach einem schwachen Auftakt freundlich, wobei vor allem die Hightechs nach guten Nachrichten zulegen konnten. Der Dow-Jones-Index beendete den Tag mit einem Plus von 55 Zählern oder 0,5 Prozent auf 10 149 Punkten, die Nasdaq verbesserte sich um 33 Zähler oder 1,8 Prozent auf 1917 Punkte.
Eine lange erwartete Rede von Alan Greenspan hatte indes wenig Auswirkungen aus den Markt. Der Chef der amerikanischen Notenbank gibt sich erwartungsgemäß weiter optimistisch für die US-Konjunktur. Man sehe nach wie vor starkes Wachstum, so Greenspan in seiner halbjährlichen Rede vor dem Kongress, und müsse sich auf höhere Zinsen einstellen.
Eine anhaltend unterstützende Zinspolitik durch die Notenbank würde Inflation begünstigen, warnte der Fed-Chef. Zinsanhebungen sollten in einem „schrittweisen Tempo“ erfolgen, könnten aber auch unerwartet schnell implementiert werden, wenn das konjunkturell notwendig sei. Die schwachen Konjunkturdaten der vergangenen Wochen, wie beispielsweise die höheren Preise und sinkenden Verbraucherausgaben, sieht Greenspan nur als eine „vorrübergehende schwache Stelle“. Die allgemeinen Trends seien aber stark bis hinein in den Arbeitsmarkt, wo man „bemerkenswerte Gewinne“ gesehen habe.
Die schwachen Konjunkturdaten am Morgen schienen nach Greenspans Auftritt vergessen. Dabei ist die Zahl der Baubeginne ist im Juni um 8,5 Prozent zurückgegangen, nachdem der Index schon für den Mai ein Minus von 3 Prozent gezeigt hatte. Noch schlechter wird am Markt bewertet, dass auch die Zahl der Baugenehmigungen um 8,2 Prozent eingebrochen ist, was auf einen deutlichen Nachfragerückgang und langfristig Folgen deutet.
Ihr Markus Koch
Copyright 2003 Wall Street Correspondents
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AFTER THE CLOSE
Microsoft spikes $0.90 in after hours on buyback, special dividend announcement (MSFT) : --
Microsoft to buy back $30 bln in stock, pay special dividend of $3.00/share (MSFT) : --
Texas Instruments reports in line, guides Q3 in line (TXN) : Reports Q2 (Jun) earnings of $0.25 per share, in line with the Reuters Estimates consensus of $0.25; revenues rose 38.6% year/year to $3.24 bln vs the $3.21 bln consensus. Co reports gross margins of 45.7%; Briefing.com consensus is 46.38%. Company issues in-line guidance for Q3 (Sep), sees EPS of $0.26-0.29, vs. Reuters Estimates consensus of $0.28, and revs of $3.2-3.44 bln, vs consensus of $3.37 bln.
Motorola reports, ex items, gross margins above consensus, guides Q3 in line (MOT) : Reports Q2 (Jun) pro forma earnings of $0.21 per share, excluding multiple items, may not be comparable to the Reuters Estimates consensus of $0.18; revenues rose 41.2% year/year to $8.7 bln vs the $8.44 bln consensus. Co reports gross margins of 36.4%; Briefing.com consensus is 33.47%. Co lso guides, sees Q3 GAAP EPS of $0.15-0.19, vs the Reuters consensus of $0.18, and revenues of $8.4-8.8 bln, vs the consensus of $8.4 bln
Sun Microsystems
misses by a penny, ex items (SUNW) : Reports Q4 (Jun) loss of $0.05 per share, ex items, $0.01 worse than the Reuters Estimates consensus of ($0.04); revenues rose 4.3% year/year to $3.11 bln vs the $2.92 bln consensus.
Motorola gross margins 36.4%, Briefing.com consensus 33.47% (MOT) :
E*TRADE beats by $0.12, guides up for Y04 (ET) 10.30 +0.57: Reports Q2 (Jun) earnings of $0.31 per share, $0.12 better than the Reuters Estimates consensus of $0.19; revenues rose 3.1% year/year to $380.8 mln vs the $372.4 mln consensus. Company issues upside guidance for Y04 (Dec), sees GAAP EPS of $0.87-0.97 vs.
Audiocodes beats by a penny (AUDC) : Reports Q2 (Jun) earnings of $0.02 per share, $0.01 better than the Reuters Estimates consensus of $0.01; revenues rose 24.8% year/year to $19.1 mln vs the $17.6 mln consensus.
Secure Computing beats by a penny, guides Q3 below consensus (SCUR) : Reports Q2 (Jun) earnings of $0.07 per share, $0.01 better than the Reuters Estimates consensus of $0.06; revenues rose 25.6% year/year to $22.1 mln vs the $21.8 mln consensus. Company issues downside guidance for Q3 (Sep), sees EPS of approx $0.08 vs. Reuters Estimates consensus of $0.09.
Applied Micro beats by a penny (AMCC) 3.93 0.00: Reports Q1 (Jun) earnings of $0.01 per share, excluding items, $0.01 better than the Reuters Estimates consensus of ($0.00); revenues rose 228.8% year/year to $67.4 mln vs the $67.7 mln consensus
WebEx beats by a penny; guides Q3 in-line, raises Y04 guidance range (WEBX) : Reports Q2 (Jun) earnings of $0.22 per share, $0.01 better than the Reuters Estimates consensus of $0.21; revenues rose 36.1% year/year to $61.1 mln vs the $60.2 mln consensus. Company issues in-line guidance for Q3 (Sep), sees EPS of $0.21-0.23 vs.
Cymer misses by $0.02, guides Q3 gross margins in line (CYMI) : Reports Q2 (Jun) earnings of $0.27 per share, $0.02 worse than the Reuters Estimates consensus of $0.29; revenues rose 52.6% year/year to $94.9 mln vs the $94.2 mln consensus. Co guides, sees Q3 gross margins of 47-50%; Briefing consensus is 48.1%.
Sanmina-SCI beats by a penny, beats on revs; reaffirms Q4 (SANM) 6.87 +0.17: Reports Q3 (Jun) earnings of $0.07 per share, excluding items, $0.01 better than the Reuters Estimates consensus of $0.06; revenues rose 15.9% year/year to $3.07 bln vs the $3.01 bln consensus.
Seagate Tech beats by $0.02, ex items (STX) : Reports Q4 (Jun) earnings of $0.01 per diluted share, excluding restructuring charges and tax impact, $0.02 better than the Reuters Estimates consensus of ($0.01); revenues fell 14.0% year/year to $1.34 bln vs the $1.31 bln consensus
Plantronics beats by $0.07, beats on revs; guides above Q2 consensus (PLT) 37.63 +0.22: Reports Q1 (Jun) earnings of $0.44 per share, $0.07 better than the Reuters Estimates consensus of $0.37; revenues rose 41.6% year/year to $131.4 mln vs the $121.9 mln consensus.
Microchip beats by a penny, guides Q2 above consensus (MCHP) : Reports Q1 (Jun) GAAP earnings of $0.27 per share, $0.01 better than the Reuters Estimates consensus of $0.26; revenues rose 31.9% year/year to $212.8 mln vs the $211.4 mln consensus. Company issues upside guidance for Q2 (Sep), sees EPS of approx $0.29, vs. Reuters Estimates consensus of $0.27, and revs of approx $223 mln, vs consensus of $221.5 mln.
Pixelworks beats by a penny, revs in line; guides Q3 below consensus (PXLW) 11.69 +0.61: Reports Q2 (Jun) earnings of $0.13 per share, excluding items, $0.01 better than the Reuters Estimates consensus of $0.12; revenues rose 48.8% year/year to $48.5 mln vs the $48.3 mln consensus. Co sees Q3 (Sep) EPS of $0.09-0.12, ex items, and revs between $47-50 mln, Reuters consensus is $0.13 and $53 mln, respectively.
Storage Tech beats on EPS, misses on revs (STK)
RF Micro Device beats by $0.03, light on revs; warns for Q2 (RFMD) 6.56 +0.30:
Silicon Image beats by a penny, ex items, guides Q3 revs in line (SIMG) :
Acxiom beats by $0.01 (ACXM) 22.81 +0.72:
Business Objects signs OEM agreement with IBM to deliver Integrated Reporting Solution for the IBM Software Development Platform (BOBJ) 20.31 +0.34
18:16 ET After Hours Summary : Companies moving in after hours trading in reaction to earnings/guidance reports: Trading Up: WEBX +13.6%, SANM +10.6%, SPRT +9.7%, JAKK +8.4%, ET +5.5%, MSFT +5.4% (announces $30 bln stock buyback), USNA +5.3%, MOT +5.0%, PLT +4.0%, BOBJ +3.4% (signs OEM agreement with IBM), TXN +2.6%, SCUR +2.2%, LLTC +2.1%, CAKE +1.8%, AUDC +1.8%, PECS +1.2%... Trading Down: EZPW -28.2%, NABI -10.9%, SIMG -7.2%, OMM -7.1%, MDCO -6.9%, PXLW -5.9%, MKSI -5.1%, RFMD -2.6%, ACXM -0.8%, SUNW -0.7%... Companies moving in reaction to news: ABGX +3.9% (names new CEO), WIRE +2.5% (authorizes shares, announces split), TASR +2.3% (announces Las Vegas to review taser technology), BMY +1.9% (IMCL to seek Erbitux ok for head), STN +1.0% (adopts rule 10b5-1 plan).
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