Board-Ansicht
Mix-Ansicht- Close Dow -21.66 at 10876.68, Nasdaq +52.36 at 2220.60, S&P +0.99 at 1267.43: - Der letzte Grund, 03.05.2001, 08:53
- AFTER THE CLOSE 02-May-01 - Der letzte Grund, 03.05.2001, 08:56
AFTER THE CLOSE 02-May-01
Short Stories
Active Hours Movers: Nasdaq-100 After Hours Indicator trading down 7.11, pointing to an opening to the downside at tomorrow's open.
McLeodUSA (MCLD) 9.82 +1.11: Local and long distance telecommunication services provider reports Q1 loss of $0.31 a share, in line with the First Call consensus of ($0.31); revenues rose 50.2% to $433.02 mln from a year-ago of $288.30 mln.
SONICblue (SBLU) 5.42 +0.19: Reports Q1 loss of $0.47 a share, $0.29 worse than the First Call consensus of ($0.18); revenues fell 69.2% to $49.89 mln from a year-ago of $161.72 mln.Aditionally comments on outlook; says should market conditions for consumer electronic products continue to deteriorate, does not foresee meeting estimates for Q2.
Philip Morris (MO) 51.01 -1.09: Philip Morris announced via an 8-K filing that Kraft Foods Inc.plans to issue 280 mln shares of class A common stock with an estimated price range of $26 to $31 per share in its IPO.
General Electric (GE) 49.10 +0.19: The Wall Street Journal reports that the Dept. of Justice has approved GE's acquisition of Honeywell (HON). Honeywell reportedly will divest a helicopter engine manufacturing subsidiary as a condition.
Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, mgmt adamant on call not to provide guidance. Mgmt keeps getting pressed during Q&A, but mgmt will not provide any guidance -- not a number and will not even characterize higher or lower etc...stock trading at 21.
Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, company explained reduction in gross margin to 89% from 91% in DecQ. Due to slightly lower sales mix and a bit with Allaire acqusition...Yet another comment on 20% operating margin guidance:"We're not really providing guidance here." Bottom line, no guidance whatsoever...stock trading at 21.
Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, mgmt sees long term growth objective of 35%, but this year will be difficult...operating margin guidance in the past had been around 25%, so guidance mentioned in earlier comment is a reduction."Don't think we will get to 20% operating margin this year." was an answer during Q&A session which conflicts with comment during the call. 20% is more of a longer term goal....stock trading at 21.10.
Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, only guidance given:"over 20% operating income"; declined to be more specific....stock selling off to $21.
Compuware (CPWR) 11.01 -0.25: -- Update -- Conference call concluded, mgmt positive about forward prospects but the deteriorating dynamics in its revenue stream are difficult to overlook. Nonetheless, CPWR expects 40-50% EPS growth next year. CPWR +0.14
PacifiCare Hlth (PHSY) 37.39 -0.07: Reports Q1 earnings of $0.39 a share, $0.05 better than the First Call consensus of $0.34, vs year-ago earnings of $1.94; revenues rose 7.2% to $3.03 mln from a year-ago of $2.83 mln.
HotJobs.com (HOTJ) 5.40 +0.18: Reports Q1 operating loss of $0.16, $0.01 better than consensus. Revenue of $33.6 mln was a 142% increase over $13.9 million for the same period in 2000. Company expects total revenue for Q2 to increase by approximately 38% to 41% y/y, and to decrease by approximately 6% to 8% from Q1. Loss per share to be about ($0.08), vs consensus of ($0.15).
Columbia Sportswr (COLM) 70.21 +0.99: Declares 3-2 split of common shares.
VIA NET.WORKS (VNWI) 2.51 +0.28: Reports Q1 loss of $0.50 a share, $0.07 better than the First Call consensus of ($0.57); revenues rose 30.0% to $26.03 mln from a year-ago of $20.02 mln. VIA expects to report revenue growth in Q2 of 9 to 11% and net loss per share of between ($0.53) and ($0.55), vs estimate of ($0.59).
Compuware (CPWR) 11.01 -0.25: -- Update -- On conference call, average margin for the upcoming year"should be about 8% or so". CPWR +0.09
Braun Consulting (BRNC) 5.80 +0.13: Reports Q1 earnings of $0.01 a share, $0.02 better than the First Call consensus of ($0.01), vs year-ago earnings of $0.07; revenues rose 22.5% to $21.63 mln from a year-ago of $17.66 mln. Company expects Q2 revenue to be between $21.0 and $22.0 million, with pro-forma cash earnings per share to be breakeven to slightly positive, estimate is $0.02.
Midway Games (MWY) 10.22 -0.08: -- Update -- Call just concluded... management quite upbeat about company's future, saying it has never been more excited about a product lineup due to come out than it is today; in calendar year 2002, it anticipates releasing over 31 products, including at least twelve games for PlayStation 2, nine games for GameCube, and ten games for Xbox; promises that products set to be released in calendar 2002 will deal with new genres beyond driving, fighting, and adventure.
Compuware (CPWR) 11.01 -0.25: -- Update -- On conference call, CPWR first quarter 2002 guidance... software license revenue $100 million, maintainence revenue $112 million, professional services $250 million - $260 million; margins on professional services expected to be 5-6%. CPWR -0.19
Midway Games (MWY) 10.22 -0.08: -- Update -- On call, says the period it expects its business to turn much more positively will begin in fall and continue through the close of the calendar year; indicates the home video game business, as opposed to coin-operated business, will be its primary focus and main driver of results going forward
Compuware (CPWR) 11.01 -0.25: -- Update -- On conference call, CPWR feels it can grow 2002 EPS in the 40-50% range over this year's EPS. CPWR +0.43
Midway Games (MWY) 10.22 -0.08: -- Update -- On conference call, says it expects Q4 revenues of $18-$20 mln (consensus $37.5 mln) and net loss to be slightly less than Q3 net loss of $0.38 per share, after excluding restructuring charge (consensus is for loss of $0.27).
Cirrus Logic (CRUS) 16.70 +0.07: -- Update -- Company announces shift in focus to higher growth and higher margin entertainment electronics, away from magnetic storage. Mgmt expects magnetic storage revenue to decline 20% sequentially in JunQ. Cirrus Logic will become the largest pure play in consumer entertainment electronics, with strength in analog and DSP technologies...stock trading at 17.75.
Aeroflex (ARXX) 15.60 +1.60: -- Update -- Company warns for Q4; sees EPS of $0.08-0.10; current EPS estimate is $0.13.
Asyst Tech (ASYT) 19.12 unch: -- Update -- Company warns for Q1; sees quarterly loss; current EPS estimate is $0.12.
ACT Mfg (ACTM) 17.50 +0.44: Reports Q1 earnings of $0.49 a share, $0.05 worse than the First Call consensus of $0.54, vs year-ago earnings of $0.36; revenues rose 94.4% to $445.26 mln from a year-ago of $229.09 mln.
Midway Games (MWY) 10.22 -0.08: Reports Q3 loss of $0.38 a share, $0.07 worse than the First Call consensus of ($0.31); revenues fell 56.8% to $23.72 mln from a year-ago of $54.95 mln.
Aeroflex (ARXX) 15.60 +1.60: Reports Q3 earnings of $0.12 a share, in line with the First Call consensus of $0.12, vs year-ago earnings of $0.06.
Continental Air (CAL ) 51.25 +0.83: Wall Street Journal reporting that Continental President and COO, Gregory Brenneman is expected to resign shortly. CFO Lawrence Kellner seen as likely replacement.
Macromedia (MACR) 26.58 +2.88: Reports Q4 earnings of $0.15 a share, $0.05 worse than the First Call consensus of $0.20, vs year-ago earnings of $0.30; revenues rose 3.1% to $89.08 mln from a year-ago of $86.40 mln. No financial guidance given due to poor visibility.
Delano Tech (DTEC) 1.06 +0.07: Reports Q4 loss of $0.40 a share, $0.04 worse than the First Call consensus of ($0.36); revenues rose 70.7% to $7.05 mln from a year-ago of $4.13 mln.
Agency.com (ACOM) 2.13 +0.14: Reports Q1 loss of $0.12 a share, $0.02 better than the First Call consensus of ($0.14); revenue was $41.1 mln.
Buy.com (BUYX) 0.71 +0.16: Reports Q1 loss of $0.08 a share, $0.04 better than the Zacks consensus of ($0.12). Revenues were $124.6 million, down 40% from $207.6 million in the same period a year ago. Q2 revenues are expected to be below first quarter revenues.
Vitesse Semi (VTSS) 37.78 +3.30: Company announces plan to reduce its 1,280 member workforce by approx. 12%; upper management to take a 10%-25% cut in salary."This action was necessary in light of the slowdown in customer demand and the need to size the company to previously announced revenue expectations."
eGain Comms (EGAN) 3.80 +0.60: Reports Q3 loss of $0.42 a share, $0.05 better than the First Call consensus of ($0.47); revenues rose 306.3% to $13.42 mln from a year-ago of $3.30 mln. Company issues upside preannouncement for Q4; sees loss of $0.30-0.33; current EPS estimate is ($0.40).
Asyst Tech (ASYT) 19.12 unch: Reports Q4 earnings of $0.05 a share, $0.22 worse than the Zacks consensus of $0.27, vs year-ago earnings of $0.34; revenues rose 22.5% to $115.08 mln from a year-ago of $93.96 mln.
Genencor (GCOR) 15.84 +1.85: Reports Q1 earnings of $0.07 a share, $0.06 better than the First Call consensus of $0.01, vs year-ago earnings of $0.11; revenues fell 2.5% to $77.72 mln from a year-ago of $79.70 mln. The company estimates fully diluted earnings per share for the year 2001 of between $0.20 and $0.22, consistent with prior guidance.
Compuware (CPWR) 11.01 -0.25: Reports Q4 earnings of $0.16 a share, in line with the First Call consensus of $0.16, vs year-ago earnings of $0.15; revenues fell 11.6% to $514.50 mln from a year-ago of $582.06 mln.
Cirrus Logic (CRUS) 16.70 +0.07: Reports Q4 earnings of $0.06 a share, in line with the First Call consensus of $0.06, vs year-ago earnings of $0.05; revenues rose 24.6% to $199.73 mln from a year-ago of $160.25 mln. Sees Q1 total revenues down 10 to 15 percent from Q4 levels with EPS of $0.10-0.15, vs consensus of $0.11.
Genzyme (GENZ) 108.16 -2.87: Company announces a $500 mln convertible offering; we're hearing that CSFB will be pricing the deal tonight. Stock trading down to to 103 after hours.
Peet's Coffee (PEET) 9.53 +0.03: Reports Q1 loss of $0.04 a share, $0.01 better than the First Call consensus of ($0.05); revenues rose 15.2% to $22.57 mln from a year-ago of $19.58 mln.
Celeritek (CLTK) 13.10 +0.25: Reports Q4 loss of $0.39 a share, $0.29 worse than the First Call consensus of ($0.10), vs year-ago earnings of $0.01; revenues rose 16.5% to $18.02 mln from a year-ago of $15.47 mln. Company also announces it will reduce workforce by approximately 30% and institute a 10% pay reduction program for approximately 25% of the employees. Company anticipates revenue per quarter of between $14 and $15 million.
Caminus (CAMZ) 31.10 -0.44: Reports Q1 earnings of $0.08 a share, $0.01 worse than the First Call consensus of $0.09, vs year-ago earnings of $0.05. Revenue increased 92% to $16.4 million, compared to $8.5 million for the first quarter of 2000.
<center>
<HR>
</center>
Thread gesperrtgesamter Thread:
