Hewlett-Packard (HPQ) +5% Second largest computer maker matches the Reuters Research Q2 (Apr) EPS estimate of $0.34, but goes on to guide higher for 2H04 sales; Says revenues should be $39.7-40.7 bln, versus the 'current analyst estimate of $39.7 bln;' Management sees 2H04 EPS in line with the Street's forecast of $0.74; HPQ has underperformed the S&P 500 year-to-date on concerns that the Hewlett-Compaq merger may be encountering integration issues
Applied Materials (AMAT) unch World's largest chip maker beats the Q2 (Apr) Reuters Research consensus EPS estimate by $0.03 on revenues that rose 29% to $2.02 bln; On its conference call, AMAT guided Q3 (July) revenue to +5% sequentially and EPS to $0.23-0.25 - both at the high end of analyst estimates; Orders, however, were pegged at +5-10%, slightly below the overall consensus of +5-15%; Briefing.com pointed out in our Earnings Preview on In-Play (a Platinum page) that AMAT would have to hit on all points to find buying interest
Autodesk (ADSK) -5% Software design company surpasses the Q1 (Apr) top and bottom-line consensus estimates by a wide margin and also puts Q2 (July) revenues above the market's expectation; Q2 earnings, however, were pegged at $0.26-0.30 (consensus of $0.29); Autodesk indicates that it intends to make up the difference later in the year - guiding FY05 (Jan) higher, but investors still take profits from ADSK's 110% run in the past year
Network Appliance (NTAP) -6% Major storage name meets the Q4 (Apr) consensus EPS expectation of $0.12 on sales that jumped 40% to $337.0 mln (consensus of $319.6 mln); Market is disappointed the company did not show upside to the bottom-line, and issued lackluster FY05 EPS guidance on its conference call; For further detail on management's outlook, please visit In-Play; Rival EMC is down tonight too
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