Microsoft (MSFT) 28.30 -0.70 (-2.4%)
World's largest software company turns in a 22% increase to Q4 (June) EPS, to $0.28, which was in line with Reuters Estimates but below First Call; Revenues did surpass the market expectation of $9.0 bln; however, Microsoft warned for Q3 (Sept); The sell-off, though, has not been as bad as many would expect as the company's numbers were strong in almost every other area except profits; Analysts also point out that the Q1 guidance does not include the impact of the stock buyback plan, which will reduce share count
Amazon.com (AMZN) 43.65 -2.17 (-4.7%)
Online retailer falls short of the Q2 (June) Reuters Estimates consensus by a penny, and also comes in under the Street revenue expectation of $1.43 bln; This report follows EBAY's Q3 (Sept) and FY04 (Dec) warning last night; Amazon.com did give in line guidance for Q3 and FY04, but the market remains frustrated with management's decision to further lower prices in 2H04 and thereafter; Worries about margins and profits continue to prevail
Amgen (AMGN) 55.25 -0.85 (-1.5%)
Biotech giant beats the Street's Q2 (June) EPS estimate by $0.03 on revenues that rose 27% to $2.58 bln; The company's anemia franchise, Aranesp and Epogen (which account for slightly less than half of total revenues), reported sales increases of 78% and 45%, respectively; Management, however, maintained its FY04 (Dec) EPS outlook of $2.30-2.40, which barely encompasses the consensus estimate of $2.40; The weak outlook underscores the Street's concerns about Amgen's growth rate
Broadcom (BRCM) 36.43 +0.03 (+0.1%)
After raising its Q2 (June) forecasts on July 22, provider of integrated semiconductor solutions still exceeds the Street's EPS and revenue estimates; Company cited broad-based demand for communications chips in wireless and other networks; On its call, Broadcom said it had corrected its inventory problems early in the quarter, and was ready to resume growth in Q3 (Sept); Pegged sales at $673-680 mln versus the consensus of $667.5 mln; Traders take some profits from today's +4% move
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