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Contributors: Douglas McIntyre Jon C. Ogg

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Thursday, July 27, 2006

Pre-Market Notes (July 27, 2006)

(AAI) Airtran $0.33 EPS vs $0.28e; stock up 6%.
(AB) Alliance Berstein $0.89 EPS vs $0.82e.
(ABI) Applied Bio $0.35 EPS vs $0.34e.
(ACXM) Acxiom $0.20 EPS vs $0.18e.
(AEIS) Advanced Energy $0.40 EPS vs $0.30e.
(AET) Aetna $0.64 EPS vs $0.63e.
(AKAM) Akamai Tech $0.20/R$100.59M vs $0.18/$94.8M(e).
(ALA) Alcatel $0.13 EPS vs $0.12e.
(AN)AutoNation $0.42 EPS vs $0.43e.
(APPB) Applebees $0.34 EPS vs $0.29e.
(ARG) Airgas $0.48 EPS vs $0.45e.
(ARQL) Arqule -$0.21 EPS vs -$0.27e.
(ARRS) Arris $0.24 EPS vs $0.23e.
(ASCA) Ameristar Casinos $0.32 EPS vs $0.24e.
(AXYS) Axys Tech $0.24 EPS vs $0.23e.
(BANR) Banner $0.77 EPS vs $0.58e.
(BBW) Build-a-Bear Workshop $0.15 EPS vs $0.09e.
(BFAM) Bright Horizon Family $0.40 EPS vs $0.37e.
(BG) Bunge $0.03 EPS vs $0.02e. Guided in-line for the year.
(BIDU) $0.21 EPS vs $0.18e; guides next quarter higher.
(BLUD) Immucor $0.17 EPS vs $0.16e.
(BOBJ) Business Objects $0.31 EPS vs $0.28e.
(BOW) Bowater -$0.18 EPS vs -$0.30e.
(BSTE) Biosite $0.70 EPS vs $0.55e, unsure if comparable.
(BSX) Boston Scientific $0.31 EPS vs $0.29e.
(BZH) Beazer Homes $2.37 EPS vs $2.38e.
(CRA) Celera Genomics -$0.07 EPS vs -$0.19e.
(CAM) Cooper Cameron $0.64 EPS vs $0.57e.
(CCE) Coca Cola Enterprises $0.56 EPS vs $0.55e.
(CCMP) Cabot Micro $0.40 EPS vs $0.39e.
(CDNS) Cadence Design $0.23 EPS vs $0.22e.
(CELG) Celgene $0.11 EPS vs $0.10e.
(CEPH) Cephalon raised guidance.
(CKP) Checkpoint Systems missed earnings and lowered net guidance for 2006.
(CLF) Cleveland Cliffs $1.53 EPS vs $1.35e.
(CMCSA) Comcast $0.22 EPS vs $0.20e and lifted guidance slightly.
(COHR) Coherent $0.34 EPS vs $0.31e.
(COL) Rockwell Collins $0.70 EPS vs $0.70e.
(CONR) Connor Systems 3.5M share secondary priced at $25.50.
(CRUS) Cirrus Logic $0.10 EPS vs $0.09e.
(CTAS) Cintas doubled its existing share buyback plan to $1 Billion.
(CYBE) Cyberoptics $0.21 EPS vs $0.15e.
(CYBS) Cybersource $0.07 EPS vs $0.04e.
(CYCL) Centennial Communications filed to sell $700+ million in securities.
(CYH) Community Health $0.54 EPS vs $0.53e.
(CYNO) Cynosure $0.12 EPS vs $0.11e.
(CYTC) Cytyc $0.27 EPS vs $0.26e.
(DCX) DaimlerChrysler beat earnings expectatiions in Germany.
(DSS) Quantum DSS $0.02 EPS vs $0.03e.
(ELY) Callaway Golf $0.38 EPS vs $0.45e.
(EME) Emcor $0.56 EPS vs $0.50e.
(EPIC) Epicor Software $0.20 EPS vs $0.18e.
(ESRX) Express Scripts $0.75 EPS vs $0.73e.
(ESST) ESS Tech -$0.36 EPS vs -$0.31e.
(ETH) Ethan Allen $0.66EPS vs $0.64e.
(FIC) Fair Isaac $0.40 EPS vs $0.40e.
(GB) Wilson Greatbatch $0.32 EPS vs $0.25e.
(GDI) Gardner Denver $0.62 EPS vs $0.56e.
(GMR) General Maritime $0.80 EPS vs $0.58e; unsure if comparable.
(HET) Harrah's $0.95 EPS vs $1.01e.
(HGR) Hanger Orthopedic $0.13 EPS vs $0.11e.
(HLIT) Harmonic $0.00 EPS vs -$0.01e.
(HPC) Hercules $0.32 EPS $0.31e.
(HRS) Harris $0.65 EPS vs $0.61e.
(HSC) Harsco $1.28 EPS vs $1.15e.
(HSIC) Henry Schein $0.50 EPS vs $0.49e.
(IMAX) IMAX noted as takeover candidate of Sony and others in online reports.
(INCY) Incyte -$0.24 EPS as expected.
(INTL) Inter-Tel $0.18 EPS vs $0.20e.
(IPCS) iPCS -$0.62 EPS vs --$0.72e.
(IRM) Iron mountain $0.25 EPS vs $0.22e.
(ISRG) Intuitive Surgical $0.55 EPS vs $0.41e, but was $0.44 after items.
(ITRI) Itron $0.62 EPS vs $0.54e.
(KLIC) Kullicke & Soffa $0.24 EPS vs $0.19e.
(KOMG) Komag $1.21 EPS vs $1.14e.
(KTO) K2 $0.07 EPS vs $0.06e.
(KYPH) Kyphon $0.21 EPS vs $0.21e.
(LOOP) Loopnet $0.09 EPS vs $0.08e.
(LSI) LSI Logic $0.14 EPS vs $0.12e; guides next quarter $0.11-0.13 vs $0.14e.
(MBIA) MBI $1.50 EPS vs $1.44e.
(MIL) Millipore $0.72 EPS vs $0.67e.
(MLNM) Millenium Pharmaceuticals $0.01 EPS vs -$0.02e.
(MIPS) MIPS Tech $0.14 EPS vs $0.10e; unsure if comparable.
(MRVC) MRV Communications $0.01 EPS vs -$0.01e.
(MTSN) Mattson Tech $0.10 EPS vs $0.12e.
(NABI) Nabi Bio -$0.24 EPS vs -$0.20e.
(NETL) NetLogic Micro $0.32 EPS vs $0.32e.
(NEWP) Newport $0.22 EPS vs $0.16e.
(NGPS) NovAtel $0.62 EPS vs $0.54e.
(NVT) Navteq $0.25 EPS vs $0.28e; stock down 10%.
(NVTL) Novatel Wireless down 5% afterbeating expectations.
(OCAS) Ohio Casulaty $0.55 EPS vs $0.59e.
(OI) Owens Illinois $0.31 EPS vs $0.34e, but looks like it had charges in number.
(OSI) Outback Steakhouse $0.40 EPS vs $0.47e; unsure if comparable.
(PCCC) PC Connection $0.13 EPS vs $0.09e.
(PHM) Pulte Homes $0.94 EPS vs $0.91e.
(PHTN) Photon Dynamics $0.30 EPS vs $0.23e.
(PSYS) Psychiatric Solutions $0.29 EPS vs $0.27e.
(RADS) Radiant Systems $0.13 EPS sv $0.11e.
(RESP) Respironics $0.43 EPS vs $0.40e.
(RNT) Aaron rents $0.39 EPS vs $0.35e.
(ROCK) Gibralter Steel $0.66 EPS vs $0.62e.
(RRA) Rail America $0.20 EPS vs $0.21e.
(RSG) Republic Services $0.52 EPS $0.50e.
(RTN) Raytheon $0.65 EPS vs $0.63e.
(RUTH) Ruth's Chris Steak house $0.21 EPS vs $0.19e.
(SANM) Sanmina fell another 5% after-hours after saying they would offer earnings only after the options review; showed revenues $2.71 billion versus $2.73 billion.
(SCUR) Secure Computing $0.08 EPS vs $0.07e.
(SFNT) Safenet $0.22 EPS vs $0.23e.
(SHOO) Steven Madden $0.58 EPS vs $0.46e.
(SIGM) Sigma Designs announced a shareholder derivative suit againstthe company for stock options granting.
(SKX) Skechers $0.40 EPS vs $0.46e.
(SMG) Scotts Group $1.93 EPS vs $1.95e.
(SONO) Sonosite $0.16 EPS vs $0.13e.
(SRA) Serono $0.32 EPS vs $0.27e.
(SSTI) Silicon Storage has 2 different stock option issues that it disclosed.
(STNR) Steiner Leisure $0.61 EPS vs $0.59e.
(SYMC) Symantec gained 6% after beating estimates; next quarter looks lower but 2007 in-line to above range.
(TALX) Talx $0.22 EPS vs $0.20e.
(TLAB) Tellabs $0.16 EPS vs $0.14e.
(TOC) Thomson $0.34 EPS vs $0.31e.
(TQNT) Triquint Semi $0.04 EPS vs $0.03e.
(TRFC) -$0.23 EPS vs -$0.29e.
(TSCO) Tractor Supply $1.05 EPS vs $1.01e.
(TYL) Tyler Tech $0.09 EPS vs $0.07e.
(VRTX) Vertex -$0.60 EPS vs -$0.52e.
(WCN) Waste Connections $0.41 EPS vs $0.41e.
(WEBX) Webex $0.34 EPS vs $0.32e; guides next quarter $0.34-0.36 vs $0.35e; sees fiscal year in line to above mid-point.
(WFR) Memc Electronics $0.45 EPS vs $0.42e.
(WMGI) Wright Medical $0.15 EPS vs $0.13e.
(WOOF) VCA Antech $0.35 EPS vs $0.32e.
(XOM) $1.72 EPS vs $1.65e; profits were $10.36 billion.
(ZMH) Zimmer Holdings $0.83 EPS vs $0.82e.

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