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Contributors: Douglas McIntyre Jon C. Ogg

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Wednesday, July 26, 2006

Pre-Market Notes (July 26, 2006)

S&P Fair Value +$3.53.

(ACE) ACE Ltd. $1.74 EPS vs $1.58e.
(ACPW) Active Power -$0.12 EPS vs -$0.13e.
(ACTU) Actuant $0.05 EPS vs $0.04e.
(AFL) AFLAC $0.75 EPS vs $0.71e.
(AMP) Ameriprise $0.79 EPS vs $0.77e.
(AMZN) Amazon.com was down over 10% after missing EPS target.
(ARNA) Arena Pharma -$0.40 EPS vs -$0.42e.
(ATAC) Aftermarket Tech $0.31 EPS vs $0.32e.
(BA) Boeing -$0.21 EPS vs $-0.22e; R$15B vs $14.97 billion estimate; raising 2007 internal target, but that is in-line with street.
(BEAV) BE Aerospace $0.24 EPS vs $0.21e.
(BGC) General Cable $0.80 EPS vs $0.49e; raised Q3 guidance.
(BIIB) Biogen-Idec $0.57 EPS vs $0.48e.
(BWLD) Buffalo Wild Wings $0.28 EPS vs $0.28e.
(BYD) Boyd Gaming $0.47 EPS vs $0.57e.
(CACS) Carrier Access $0.00 EPS vs -$0.03e.
(CB) Chubb $1.41 EPS vs $1.16e.
(CEC) CEC Entertainment $0.38 EPS vs $0.39e.
(CKSW) Clicksoftware $0.02/R$8M vs $0.01/$7.2M (e).
(COP) ConocoPhillips $3.09 EPS vs $2.81e; Revenues were a tad light.
(CSGS) CSG Systems $0.33 EPS vs $0.31e.
(CX) Cemex $0.84 EPS vs $0.91e.
(CYMI) Cymer $0.55 EPS vs $0.56e.
(DO) Diamond Offshore $1.27 EPS vs $1.23e.
(DOV) Dover $0.77 EPS vs $0.76e.
(ERTS) Electronic Arts licensed a Korean online game maker line called NOWCOM.
(ESLR) Evergreen Solar -$0.11 EPS vs $-$0.15e.
(EXBD) Corporate Executive $0.53 EPS vs $0.52e.
(EZPW) EZCorp $0.40 EPS vs $0.36e.
(FDRY) Foundry lowered revenue guidance.
(FISV) Fiserv $0.63 EPS vs $0.60e.
(FLEX) Flextronics $0.18/R$4.1B vs $0.16/$3.85B(e).
(FTI) FMC Tech $0.75 EPS vs $0.72e.
(GLW) Corning $0.26 EPS vs $0.25e on items, but guides Q3 lower.
(GM) GM reported earnings over $2.00 per share vs. $0.55 on items; stock up 5% pre-market; revenues were higher but items are included in this.
(GPRO) Gen-Probe gets additional FDA questions on Tigris.
(GSK) GlaxoSmithkline down over 2% after reporting earnings overseas; showed very positive data on Bird Flu vaccine.
(GYI) Getty Images $0.58 EPS vs $0.61e.
(HMC) Honda Motor $0.68 EPS vs $0.58e.
(HPQ) Hewlett Packard is acquiring Mercury Interactive for $4.5 billion in cash and debt.
(HUMC) Hummingbird recommended for shareholder to NOT Tender $27.75 offer from Open Text.
(IDTI) Integrated Device Tech $0.25 EPS vs $0.21e.
(IM) Ingram Micro $0.32 EPS sv $0.32e.
(ISSI) Integrated Silicon -$0.15 EPS vs -$0.04e but on items.
(JNY) Jones Apparel $0.45 EPS vs $0.41e.
(LIZ) Liz Claiborn $0.46 EPS vs $0.45e.
(LLTC) Linear Tech $0.37 EPS vs $0.37e.
(LTBG) Lightbridge $0.05 EPS vs $0.14e (has items); lowered guidance.
(LU) Lucent $0.02 EPS vs $0.03e; merger with Alcatedl still on track to close by year-end.
(MANH) Manhattan Associates $0.34 EPS vs $0.28e.
(MERQ) Mercury Interactive gets $52 Buyout from Hewlett Packard.
(MNC) Monaco Coach $0.03 EPS vs $0.00e.
(MNCP) Motient filed to sell 55M shares of stock for holders.
(MNST) Monster Worldwide $0.31 EPS vs $0.30e.
(MUR) Murphy Oil $0.93 EPS vs $0.92e.
(NRPH) New River in collaboration pact with Shire.
(NSTC) Ness tech $0.16 EPS as expected.
(NTBK) Netbank lowered guidance to wider losses.
(OMM) OMI Corp $0.78 EPS vs $0.69e.
(PAS) Pepsi Americas $0.50 EPS vs $0.50e.
(PLT) Plantronics $0.28 EPS vs $0.31e.
(PNRA) Panera $0.44 EPS vs $0.44e.
(PRAI) PRA International $0.31 EPS vs $0.28e.
(PVSW) Pervasive Software $0.10 EPS vs $0.07e.
(PX) Praxair $0.75 EPS vs $0.71e.
(QLGC) Qlogic $0.21 EPS vs $0.20e.
(RADA) Radica Games is being acquired by Mattel for $11.55 cash.
(RBAK) Redback Networks $0.10 EPS vs $0.07e.
(RFMD) RFMicro $0.09 EPS vs $0.09e.
(RHI) Robert Half $0.39 EPS vs $0.39e.
(SCHW) Scwab announced $500M for share buybacks.
(SCSS) Select Comfort $0.19 EPS vs $0.17e.
(SEE) Sealed Air $0.70 EPS vs $0.72e.
(SFUN) Saifun Semi $0.34 EPS vs $0.30e.
(SHEN) Shenendoah Tel $0.36/R$41.4M vs $0.39/$35.5M(e); unsure if comparable.
(SGTL) SigmaTel stock up 16% after reporting narrower losses than expected.
(SIE) Sierra Health $0.54 EPS vs $0.52e.
(SIRF) Sirf Tech $0.20 EPS vs $0.19e.
(SNA) Snap-on Tools $0.60 EPS vs $0.49e.
(SOLD) Housevalues $0.11 EPS before items vs $0.06+e; CFO resigned.
(SPIL) Siliconware $0.22 EPS vs $0.18e.
(STM) STMicro $0.21 EPS vs $0.17e.
(SUNW) Sun Micro now up 3.9% pre-market; company reported loss on higher revenues, but was actually profit before all one-time charges.
(SUPX) Supertex $0.39 EPS vs $0.37e.
(SVVS) Savvis filed to sell $300M securities for holders.
(SWK) Stanley Works $0.90 EPS vs $0.86e.
(SYNP) Synplicity $0.08 EPS vs $0.04e.
(TASR) Taser $0.02 EPS vs $0.03e; but slightly above expectations on revenues.
(TIN) Temple-Inland $0.98 EPS vs $0.77e.
(TMO) Thermo Electron $0.42 EPS vs $0.40e.
(TRMB) Trimble Navigation $0.55 EPS vs $0.52e.
(VOCS) Vocus $0.04 EPS vs $0.03e.
(WBSN) Websense $0.25 EPS vs $0.24e.
(WIRE) Encore Wireless indicated up 6% pre-market after greatly exceeding the two analyst estimates.
(WLP) Wellpoint Health $1.17 EPS vs $1.14e.
(WM) Washington Mutual is selling its funds group to Principal Financial for $740 million.
(WNS) WNS Holdings IPO priced 11.2 million shares at $20.00, top of $18 to $20 range.
(XLNX) Xilinx $0.24 EPS vs $0.26e; sees revenues down 5% sequentially;
(ZBRA) Zebra $0.39 EPS vs $0.37e.
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