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Starlight · 21-07-2004, 22:14

Wallstreet Marktbericht

Wall Street: Pessimisten haben trotz guter Daten die Oberhand

Der Mittwoch hatte mit starken Zahlen und einem Milliardengeschenk von Microsoft so gut begonnen, doch am Ende setzten sich doch wieder die Pessimisten durch. Der Dow-Jones-Index ging mit einem Minus von 102 Zählern oder 1 Prozent auf 10 046 Punkten aus dem Handel, die Nasdaq verlor 42 Zähler oder 2,2 Prozent auf 1874 Punkte.

Alan Greenspan wiederholte am Mittag vor dem Repräsentantenhaus seinen Bericht, den er schon am Vortag dem Senat gegeben hatte. Kritiker fanden sich viele: Einerseits habe Greenspan erneut nicht viel neues berichtet, hieß es, andererseits habe er sich erneut vor klaren Aussagen in bezug um die Defizitproblematik gedrückt.

Diese Kritik war angemessen, und so setzten sich im Handel letztlich die Zweifler durch, und es ging abwärts. Unter den Blue Chips konnten sich nur noch diejenigen Werte im grünen Bereich halten, die am Morgen explizit gute Zahlen gemeldet hatten:

mehr unter.... http://www.traderboersenboard.de/sho...958#post136958

Ihr Markus Koch

Copyright 2003 Wall Street Correspondents

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AFTER THE CLOSE

eBay beats by $0.02, ex items, guides Q3 & Y04 below consensus (EBAY) : Reports Q2 (Jun) earnings of $0.29 per share, $0.02 better than the Reuters Estimates consensus of $0.27; revenues rose 51.9% year/year to $773.4 mln vs the $769.4 mln consensus. Company issues downside guidance for Q3 (Sep), sees pro forma EPS as high as $0.25 (ex items), vs. Reuters Estimates consensus of $0.27, and revs of approx $770 mln, vs consensus of $778.2 mln; sees Y04 pro forma EPS as high as $1.17, vs consensus $1.18, and revs as high as $3.185 bln, vs consensus of $3.20 bln.

Digital River beats by $0.03, issues mixed guidance (DRIV) : Reports Q2 (Jun) earnings of $0.25 per share, $0.03 better than the Reuters Estimates consensus of $0.22; revenues rose 53.1% year/year to $34.9 mln vs the $30.9 mln consensus.

Activision beats by $0.03, beats on revs (ATVI) 14.91 -0.89: Reports Q1 (Jun) earnings of $0.08 per share, $0.03 better than the Reuters Estimates consensus of $0.05; revenues rose 33.1% year/year to $211.3 mln vs the $183.8 mln consensus.

Altera beats by $0.01 (ALTR) 18.79 -0.51: Reports Q2 (Jun) earnings of $0.19 per share, ex-item, $0.01 better than the Reuters Estimates consensus of $0.18; revenues rose 31.0% year/year to $269 mln vs the $264.4 mln consensus.

Siebel Systems reports in line, ex items, revs in line (SEBL) 7.74 -0.31: Reports Q2 (Jun) earnings of $0.02 per share, excluding items, in line with the Reuters Estimates consensus of $0.02; revenues fell 9.7% year/year to $301.1 mln vs the $301.1 mln consensus. Co reports license revenues of $94.8 mln, had preannounced license revs of $95 mln.

Cerner beats by a penny, guides Q3 & Y04 in line (CERN) : Reports Q2 (Jun) earnings of $0.38 per share, $0.01 better than the Reuters Estimates consensus of $0.37; revenues rose 10.0% year/year to $228.4 mln vs the $227.4 mln consensus.

Redback Networks beats by $0.06 ex-items (RBAK) : Reports Q2 (Jun) loss of $(0.04) per share, ex-items, $0.06 better than the Reuters Estimates consensus of ($0.10); revenues rose 45.3% year/year to $32.3 mln vs the $32.5 mln consensus.

STMicroelectronics reports in line; guides above Q3 rev consensus (STM) 19.49 -0.27: Reports Q2 (Jun) earnings of $0.16 per share, in line with the Reuters Estimates consensus of $0.16; revenues rose 27.6% year/year to $2.17 bln vs the $2.19 bln consensus. Co reports gross margins of 37.4%.

Cirrus Logic reports EPS, includes items, beats on revs, guides Q2 in line (CRUS) : Reports Q1 (Jun) loss of $0.04, which includes a charge of $5.7 mln and a gain of $669,000

Starbucks beats by $0.02, guides above consensus for Y04, Y05 (SBUX) : Reports Q3 (Jun) earnings of $0.24 per share, $0.02 better than the Reuters Estimates consensus of $0.22; revenues rose 27.2% year/year to $1.32 bln vs the $1.3 bln consensus.

Internet Security reports, guides in line (ISSX) : Reports Q2 (Jun) earnings of $0.14 per share, in line with the Reuters Estimates consensus of $0.14; revenues rose 17.6% year/year to $69.5 mln vs the $68.5 mln consensus

F5 Networks beats by $0.02; guides Q4 above consensus (FFIV) : Reports Q3 (Jun) earnings of $0.20 per share, $0.02 better than the Reuters Estimates consensus of $0.18; revenues rose 51.6% year/year to $44.2 mln vs the $43.4 mln consensus.

Capital One beats by $0.16, guides up (COF) 66.07 -0.24:

Goodyear Tire guides above consensus (GT) : Company sees Q2 revs of $4.5 bln, two analyst Reuters consensus is $4.13 bln.

Qualcomm beats by $0.05, guides above consensus (QCOM) : Reports Q3 (Jun) earnings of $0.58 per share, $0.05 better than the Reuters Estimates consensus of $0.53. Company issues upside guidance for Q4 (Sep), sees EPS of $0.54-0.57 vs. Reuters Estimates consensus of $0.49.

Columbia Sportswear beats by $0.03, issues Q3 & Y04 outlook (COLM) :

Epicor Software beats EPS by $0.02, raises FY '04 guidance (EPIC) 11.57 +0.20:

Ariba misses by $0.02 (ARBA) : Reports Q2 (Jun) net loss of $0.17 per share, $0.02 worse than the Reuters Estimates consensus of ($0.15); revenues fell -6.3% year/year to $52.98 mln vs the $52.45 mln consensus.

BroadVision beats by a penny, ex items (BVSN) : Reports Q2 (Jun) pro forma net loss of $0.02 per share, $0.01 better than the Reuters Estimates consensus of ($0.03); revenues fell 7.8% year/year to $20.1 mln vs the $20 mln consensus.

Extreme Networks beats by a penny, ex items (EXTR) : Reports Q4 (Jun) operating profit of $1.9 mln or earnings of approx $0.02 per share, excluding multiple items, $0.01 better than the Reuters Estimates consensus of $0.01; revenues rose 5.6% year/year to $92.2 mln vs the $92.2 mln consensus.

Affymetrix beats by $0.09, guides Q3 below consensus (AFFX) : Reports Q2 (Jun) earnings of $0.12 per share, $0.09 better than the Reuters Estimates consensus of $0.03; revenues rose 16.3% year/year to $79.8 mln vs the $78.1 mln consensus.

Lam Research beats by $0.11, ex items (LRCX) : Reports Q4 (Jun) earnings of $0.37 per share, ex items, $0.11 better than the Reuters Estimates consensus of $0.26; revenues rose 42.6% year/year to $329.6 mln vs the $297.6 mln consensus.

Chiron beats by a penny (CHIR) : Reports Q2 (Jun) earnings of $0.25 per share, $0.01 better than the Reuters Estimates consensus of $0.24; revenues rose 12.4% year/year to $393.6 mln vs the $402.9 mln consensus.

Micrel reports, guides in line (MCRL) : Reports Q2 (Jun) earnings of $0.08 per share, in line with the Reuters Estimates consensus of $0.08; revenues rose 40.5% year/year to $69 mln vs the $69 mln consensus.

Atmel misses by a penny, light on revs (ATML) : Reports Q2 (Jun) earnings of $0.02 per share, $0.01 worse than the Reuters Estimates consensus of $0.03; revenues rose 32.1% year/year to $420.8 mln vs the $429.8 mln consensus.

Alliance Data beats by a penny, beats on revs; raises Y04 guidance (ADS) 37.76 -0.43:

Covance reports in line, raises Y04 guidance (CVD

Maxtor misses by a penny, ex items (MXO) : Reports Q2 (Jun) non-GAAP net loss of $0.19 per share, $0.01 worse than the Reuters Estimates consensus of ($0.18); revenues fell 10.2% year/year to $818.3 mln vs the $823.7 mln consensus.

Citrix Systems beats by $0.02, ex items, guides Q3 in line (CTXS) : Reports Q2 (Jun) adjusted earnings of $0.20 per share, ex items, $0.02 better than the Reuters Estimates consensus of $0.18; revenues rose 24.7% year/year to $178.3 mln vs the $175.1 mln consensus.

VISX beats by a penny; guies in-line (EYE)

Interwoven reports in line, ex items (IWOV) : Reports Q2 (Jun) pro forma earnings of $0.02 per share, in line with the Reuters Estimates consensus of $0.02; revenues rose 50.8% year/year to $39.5 mln vs the $39.4 mln consensus.

Skyworks beats by $0.03; guides SepQ revs above consensus (SWKS

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21-07-2004, 22:14	#286
Starlight TBB Family Registriert seit: May 2002 Beiträge: 33.345	Wallstreet Marktbericht Wall Street: Pessimisten haben trotz guter Daten die Oberhand Der Mittwoch hatte mit starken Zahlen und einem Milliardengeschenk von Microsoft so gut begonnen, doch am Ende setzten sich doch wieder die Pessimisten durch. Der Dow-Jones-Index ging mit einem Minus von 102 Zählern oder 1 Prozent auf 10 046 Punkten aus dem Handel, die Nasdaq verlor 42 Zähler oder 2,2 Prozent auf 1874 Punkte. Alan Greenspan wiederholte am Mittag vor dem Repräsentantenhaus seinen Bericht, den er schon am Vortag dem Senat gegeben hatte. Kritiker fanden sich viele: Einerseits habe Greenspan erneut nicht viel neues berichtet, hieß es, andererseits habe er sich erneut vor klaren Aussagen in bezug um die Defizitproblematik gedrückt. Diese Kritik war angemessen, und so setzten sich im Handel letztlich die Zweifler durch, und es ging abwärts. Unter den Blue Chips konnten sich nur noch diejenigen Werte im grünen Bereich halten, die am Morgen explizit gute Zahlen gemeldet hatten: mehr unter.... http://www.traderboersenboard.de/sho...958#post136958 Ihr Markus Koch Copyright 2003 Wall Street Correspondents • NASDAQ Most active • DOW JONES Most active • UP- and DOWNGRADES • NASDAQ 100 Stocks -- Chart-Überblick • Dow Jones INDU30 Stocks -- Chart-Überblick • DOW JONES INDU 30 • NASDAQ 100 • AMEX INTERNET INDEX • BIOTECHS • PHLX SEMICONDUCTORS • S&P 100 • S&P 500 • TECHNOLOGY SECTORS • Tops und Flops DAX Kurse • TecDAX Kurse • MDAX Kurse • SDAX Kurse • NEMAX50 PERF NIKKEI225 • HANG SENG • ATX • STOXX50 •FTSE • CAC 40 • MIB30 DEVISEN • © GodmodeTrader AFTER THE CLOSE eBay beats by $0.02, ex items, guides Q3 & Y04 below consensus (EBAY) : Reports Q2 (Jun) earnings of $0.29 per share, $0.02 better than the Reuters Estimates consensus of $0.27; revenues rose 51.9% year/year to $773.4 mln vs the $769.4 mln consensus. Company issues downside guidance for Q3 (Sep), sees pro forma EPS as high as $0.25 (ex items), vs. Reuters Estimates consensus of $0.27, and revs of approx $770 mln, vs consensus of $778.2 mln; sees Y04 pro forma EPS as high as $1.17, vs consensus $1.18, and revs as high as $3.185 bln, vs consensus of $3.20 bln. Digital River beats by $0.03, issues mixed guidance (DRIV) : Reports Q2 (Jun) earnings of $0.25 per share, $0.03 better than the Reuters Estimates consensus of $0.22; revenues rose 53.1% year/year to $34.9 mln vs the $30.9 mln consensus. Activision beats by $0.03, beats on revs (ATVI) 14.91 -0.89: Reports Q1 (Jun) earnings of $0.08 per share, $0.03 better than the Reuters Estimates consensus of $0.05; revenues rose 33.1% year/year to $211.3 mln vs the $183.8 mln consensus. Altera beats by $0.01 (ALTR) 18.79 -0.51: Reports Q2 (Jun) earnings of $0.19 per share, ex-item, $0.01 better than the Reuters Estimates consensus of $0.18; revenues rose 31.0% year/year to $269 mln vs the $264.4 mln consensus. Siebel Systems reports in line, ex items, revs in line (SEBL) 7.74 -0.31: Reports Q2 (Jun) earnings of $0.02 per share, excluding items, in line with the Reuters Estimates consensus of $0.02; revenues fell 9.7% year/year to $301.1 mln vs the $301.1 mln consensus. Co reports license revenues of $94.8 mln, had preannounced license revs of $95 mln. Cerner beats by a penny, guides Q3 & Y04 in line (CERN) : Reports Q2 (Jun) earnings of $0.38 per share, $0.01 better than the Reuters Estimates consensus of $0.37; revenues rose 10.0% year/year to $228.4 mln vs the $227.4 mln consensus. Redback Networks beats by $0.06 ex-items (RBAK) : Reports Q2 (Jun) loss of $(0.04) per share, ex-items, $0.06 better than the Reuters Estimates consensus of ($0.10); revenues rose 45.3% year/year to $32.3 mln vs the $32.5 mln consensus. STMicroelectronics reports in line; guides above Q3 rev consensus (STM) 19.49 -0.27: Reports Q2 (Jun) earnings of $0.16 per share, in line with the Reuters Estimates consensus of $0.16; revenues rose 27.6% year/year to $2.17 bln vs the $2.19 bln consensus. Co reports gross margins of 37.4%. Cirrus Logic reports EPS, includes items, beats on revs, guides Q2 in line (CRUS) : Reports Q1 (Jun) loss of $0.04, which includes a charge of $5.7 mln and a gain of $669,000 Starbucks beats by $0.02, guides above consensus for Y04, Y05 (SBUX) : Reports Q3 (Jun) earnings of $0.24 per share, $0.02 better than the Reuters Estimates consensus of $0.22; revenues rose 27.2% year/year to $1.32 bln vs the $1.3 bln consensus. Internet Security reports, guides in line (ISSX) : Reports Q2 (Jun) earnings of $0.14 per share, in line with the Reuters Estimates consensus of $0.14; revenues rose 17.6% year/year to $69.5 mln vs the $68.5 mln consensus F5 Networks beats by $0.02; guides Q4 above consensus (FFIV) : Reports Q3 (Jun) earnings of $0.20 per share, $0.02 better than the Reuters Estimates consensus of $0.18; revenues rose 51.6% year/year to $44.2 mln vs the $43.4 mln consensus. Capital One beats by $0.16, guides up (COF) 66.07 -0.24: Goodyear Tire guides above consensus (GT) : Company sees Q2 revs of $4.5 bln, two analyst Reuters consensus is $4.13 bln. Qualcomm beats by $0.05, guides above consensus (QCOM) : Reports Q3 (Jun) earnings of $0.58 per share, $0.05 better than the Reuters Estimates consensus of $0.53. Company issues upside guidance for Q4 (Sep), sees EPS of $0.54-0.57 vs. Reuters Estimates consensus of $0.49. Columbia Sportswear beats by $0.03, issues Q3 & Y04 outlook (COLM) : Epicor Software beats EPS by $0.02, raises FY '04 guidance (EPIC) 11.57 +0.20: Ariba misses by $0.02 (ARBA) : Reports Q2 (Jun) net loss of $0.17 per share, $0.02 worse than the Reuters Estimates consensus of ($0.15); revenues fell -6.3% year/year to $52.98 mln vs the $52.45 mln consensus. BroadVision beats by a penny, ex items (BVSN) : Reports Q2 (Jun) pro forma net loss of $0.02 per share, $0.01 better than the Reuters Estimates consensus of ($0.03); revenues fell 7.8% year/year to $20.1 mln vs the $20 mln consensus. Extreme Networks beats by a penny, ex items (EXTR) : Reports Q4 (Jun) operating profit of $1.9 mln or earnings of approx $0.02 per share, excluding multiple items, $0.01 better than the Reuters Estimates consensus of $0.01; revenues rose 5.6% year/year to $92.2 mln vs the $92.2 mln consensus. Affymetrix beats by $0.09, guides Q3 below consensus (AFFX) : Reports Q2 (Jun) earnings of $0.12 per share, $0.09 better than the Reuters Estimates consensus of $0.03; revenues rose 16.3% year/year to $79.8 mln vs the $78.1 mln consensus. Lam Research beats by $0.11, ex items (LRCX) : Reports Q4 (Jun) earnings of $0.37 per share, ex items, $0.11 better than the Reuters Estimates consensus of $0.26; revenues rose 42.6% year/year to $329.6 mln vs the $297.6 mln consensus. Chiron beats by a penny (CHIR) : Reports Q2 (Jun) earnings of $0.25 per share, $0.01 better than the Reuters Estimates consensus of $0.24; revenues rose 12.4% year/year to $393.6 mln vs the $402.9 mln consensus. Micrel reports, guides in line (MCRL) : Reports Q2 (Jun) earnings of $0.08 per share, in line with the Reuters Estimates consensus of $0.08; revenues rose 40.5% year/year to $69 mln vs the $69 mln consensus. Atmel misses by a penny, light on revs (ATML) : Reports Q2 (Jun) earnings of $0.02 per share, $0.01 worse than the Reuters Estimates consensus of $0.03; revenues rose 32.1% year/year to $420.8 mln vs the $429.8 mln consensus. Alliance Data beats by a penny, beats on revs; raises Y04 guidance (ADS) 37.76 -0.43: Covance reports in line, raises Y04 guidance (CVD Maxtor misses by a penny, ex items (MXO) : Reports Q2 (Jun) non-GAAP net loss of $0.19 per share, $0.01 worse than the Reuters Estimates consensus of ($0.18); revenues fell 10.2% year/year to $818.3 mln vs the $823.7 mln consensus. Citrix Systems beats by $0.02, ex items, guides Q3 in line (CTXS) : Reports Q2 (Jun) adjusted earnings of $0.20 per share, ex items, $0.02 better than the Reuters Estimates consensus of $0.18; revenues rose 24.7% year/year to $178.3 mln vs the $175.1 mln consensus. VISX beats by a penny; guies in-line (EYE) Interwoven reports in line, ex items (IWOV) : Reports Q2 (Jun) pro forma earnings of $0.02 per share, in line with the Reuters Estimates consensus of $0.02; revenues rose 50.8% year/year to $39.5 mln vs the $39.4 mln consensus. Skyworks beats by $0.03; guides SepQ revs above consensus (SWKS • Nachbörsliche Winner/Loser: • After Hours Most Active _____________________________________________ Nasdaq 100 Future Nasdaq 100 After Hours Indicator Donnerstag, 22.07.2004 • 11:00 - ! EU Auftragseingänge Industrie Mai • 11:00 - ! EU Außenhandel Mai • 14:30 - ! US Erstanträge Arbeitslosenhilfe (Woche) • 16:00 - ! US Frühindikatoren Juni • 17:00 - US Ankündigung 3- u. 6-monatiger Bills • 22:30 - US Wochenausweis Geldmenge © derivate.de US EARNINGSKALENDER Geändert von Starlight (22-07-2004 um 00:05 Uhr)