Amanhã saem os resultados do Bank of America (BAC), Citigroup (C), General Motors (GM) e UnitedHealth Group (UNH) antes da abertura e Juniper Networks (JNPR), Rambus (RMBS) e Sun Microsytems (SUNW) depois do fecho.
Apple Computer (AAPL) 42.35 +2.60 (+6.5%)
After increasing its Q4 (Sept) targets on July 14, computer hardware maker still blows past Reuters EPS (by $0.09) and revenues consensus estimates; Strength came from strong sales of its laptop computers and iPod music players (at 2.01 mln versus whisper numbers of 1.8-2.0 mln); Stock has set a new 52-week high in after hours trading
Novellus (NVLS) 25.26 -1.62 (-6.0%)
After raising its profits expectations (July 12) and revenues outlook (Aug 26), chip equipment maker matches the upwardly revised Q3 (Sept) consensus EPS estimate of $0.38; Gross margins, though, came in light at 48.4%; On its call, company goes on to guide bookings (to $320-330 mln), shipments ($315-330 mln), revenues ($300-330 mln), and EPS ($0.19-0.26) well below consensus estimates; Management added that it plans to cut expenses and is considering whether to lay off staff; AMAT & KLAC are down 3% in sympathy
QLogic (QLGC) 29.40 -0.72 (-2.4%)
Maker of storage network solutions shows upside to the Street's top and bottom-line forecasts in its Q2 (Sept) report; Tone on conference call is also upbeat - puts Q3 (Dec) EPS, sales, and gross margins at the high-end of consensus estimates and says it anticipates announcing two additional major OEM design wins in the near future; Stock, however, gets caught up in the selling of the night and trades lower; QLGC has also rallied 36% since mid-Aug
Sandisk (SNDK) 22.85 -5.35 (-19.0%)
Maker of flash storage card products misses by a wide margin in its Q3 (Sept) report - turns in a 3% decline in profits to $0.29 (consensus of $0.34) and a 45% climb to $408.0 mln (consensus of $457.1 mln); The unexpected weakness prompts a huge sell-off in the extended session, which only intensifies with weak guidance for Q4 (Dec); Puts sales at $500-530 mln versus market expectations of $533.8 mln; Company did say on its call 'we remain optimistic about demand in the seasonally strong Q4,' but the market is obviously not buying it
Lam Research (LRCX) 22.00 -0.59 (-2.6%)
Maker of gear used by computer chipmakers reports Q1 (Sept) EPS of $0.64 (consensus of $0.59) and revenues of $419.5 mln (consensus of $409.5 mln), but then warns for Q2 (Dec) on its conference call; Says bookings should drop 5-15%, revenues should be $375-390 mln (consensus of $417.6 mln), EPS should be $0.50-0.55 (consensus of $0.60), and gross margins should be approximately 50% - down from 51.2% in Q1; Stock has neared its 50-day moving average at 21.9 tonight
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