Microsoft (MSFT) +5% World's largest software maker exceeds the Street's Q3 (Mar) EPS estimate by $0.05 and revenue estimate by 6%; Issues upside forecasts for Q4 (June), putting EPS at $0.28 and sales at $8.9-9.0 bln; Also gives a mixed view of FY05, indicating that revenue will fall short of current expectations but that earnings will surpass them; MSFT was highlighted as a 'cheap teck stock' in the WSJ today
Amazon.com (AMZN) -3% Internet retailer beats the Reuters Research consensus EPS and revenue estimates in its Q1 (Mar) report; Issues in line Q2 (June) revenue guidance and raises its FY04 (Dec) sales outlook; Stock takes a bit of a hit, though, following today 7% rally off EBAY's report last night
Amgen (AMGN) +2% Biotech company tops the Street Q1 (Mar) EPS estimate by $0.02 on revenues that were lighter than expected ($2.34 bln versus the consensus of $2.36 bln); In response to rumors of price discounting that hit the market yesterday, Amgen says that there are 'modest price differences' between its Aranesp drug and competitors;
Broadcom (BRCM) +5% Communications chipmaker delivers Q1 (Mar) EPS of $0.29 on sales that increased 75% to $573.4 mln; On its call, Broadcom guides Q2 (June) revenues to approximately $631 mln (or up 10% sequentially) versus the consensus of $588.6 mln; Stock has dropped 5% since mid-Apr, and BRCM has recovered all of that - plus more - in today's action
Emulex (ELX) -7% Storage company delivers an in line Q3 (Mar) report, but warns for Q4 (June) - sees EPS and sales below Wall Street expectations; Briefing.com recently profiled a Raymond James initiation of coverage of ELX at an Underweight rating on In-Play; In the Apr 14 note, firm said that Emulex had 'no place to go but down after riding the high margin FC HBA highway'
PeopleSoft (PSFT) -3% Software name misses on EPS, revenues, and license revenues in its Q1 (Mar) report; On its call, management says some deals didn't close and slipped into Q2 (June); Says that EPS should be $0.20-0.22, revenues should be $675-695 mln, and license revenues should be $150-170 mln; The first two forecasts are toward the low-end of analyst estimates
Xilinx (XLNX) -2% After raising its Q4 (Mar) outlook twice, semiconductor company reports EPS that doubled and revenues that jumped 32%; Gross margins also expanded 290 basis points to 64.7%; For Q1 (Mar), Xilinx said it looked for a sequential revenue increase of 5-8%, implying a range of $424-436 mln and above the consensus estimate for $417.5 mln
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