AT&T / AMGEN / Computer Associates

AT&T
Der Mobilfunkanbieter AT&T Wireless meldete am Mittwoch die Ergebnisse zum abgelaufenen dritten Quartal.
Der Verlust belief sich auf 2,0 Mrd. Dollar nach einem Gewinn von 77 Mio. Dollar im Vorjahreszeitraum. Exklusive Sonderaufwendungen und Abschreibungen fiel jedoch ein Gewinn von 131 Mio. Dollar oder 4 Cents je Aktie an. Analysten erwarteten ein ausgeglichenes Ergebnis.
Die Umsätze stiegen auf 4,06 Mrd. Dollar von 3,50 Mrd. Dollar.
Die Aktie schloss bei 5,45 Dollar und notiert nachbörslich bei 5,76 Dollar.


AMGEN
Das weltgrößte Biotechunternehmen Amgen verdiente im Q3 34 Cents/Aktie nach 30 Cents im Vorjahr. Analysten hatten nur mit 32 Cents gerechnet. Der Umsatz konnte um 50% von 1 auf 1,5 Milliarden $ zulegen, Analysten erwarteten hier 1,44 Milliarden $.
Im nachbörslichen Handel konnten AMGN Aktien zuletzt 10 Cents auf 50,10$ gewinnen.

AOL
Das weltgrößte Internet- und Medienunternehmen AOL Time Warner gab am Mittwoch bekannt, dass man im 19 Cents/Aktie im Q3 erzielt habe, gegenüber 24 Cents/Aktie vor einem Jahr. Der Umsatz stieg zugleich um 6% auf 10 Milliarden $. Analysten hatten einen Umsatz von 9,98 Milliarden $ und einen Gewinn von 772 Mio $ oder 18 Cents/Aktie erwartet.
Ferner berichtete man, dass die neue Version des AOL Softwareprogramms (8.0) nun auf dem Markt sei. Außerdem habe eine Untersuchungsgruppe herausgefunden, dass durch Fehler in der internen Rechnungslegung 190 Mio $ zuviel an Umsatz verbucht worden sind. Die Jahresabschlüsse von 2001 und 2000 müssten nun nachträglich korrigiert werden.

Computer Associates
NEW YORK (Reuters) - Shares in Computer Associates International Inc. , closed up 22 percent on Wednesday a day after the software maker reported quarterly earnings that beat Wall Street's forecast and raised its earnings outlook.
Shares of Computer Associates gained $2.65 to close at $14.75 and were among the top net and percent gainers on the New York Stock Exchange. The stock had reached $14.85 earlier in the day, its highest level since July 9.
The stock helped lift rivals in the mainframe and distributed system software market. BMC Software Inc., which reports its earnings Thursday closed up $1.07, or 7 percent, to $15.70. Compuware Corp. , which already reported, closed up 18 cents, or 4 percent to $4.38 a share.
"General market and CA in particular are giving a boost to the mainframe group," Bear Stearns analyst David Breiner said.
After the close of the market on Tuesday, Computer Associates reported fiscal second quarter earnings, excluding items, of 4 cents a share compared analysts' average expectations of 2 cents a share.
The company was able to close four $10 million-plus deals, giving hope that others also may be able to snare the large deals that had become so rare in the past year.
Revenue rose 5 percent to $772 million. About $343 million of that came from deferred revenue, sales that had been booked previously but not recorded on its income statement.
That was about 10 percent higher than Prudential Securities analyst John McPeake said he anticipated.
New bookings during the quarter were $394 million,
Despite the results, some analysts maintained lackluster ratings on the stock because of on-going investigations by the Securities and Exchange Commission and the U.S. Department of Justice into its past accounting practices.
Also, some analysts said they remained concerned about the difficult climate for Technology spending and the company's $3.15 billion debt load.
"Many of the key financial metrics indicate that CA is continuing to experience significant stress," Deutsche Bank Securities analyst Richard Zandi wrote in a research note, referring to headcount, change in residual value, change in deferreds, run rate cash flow and the like.
"In light of the still difficult IT (information technology) environment, the weak balance sheet, and the continuing SEC/DOJ investigation, we maintain our Hold rating and our $12 price target," he said.
McPeake maintained a "hold" rating on the shares and a price target of $11 a share.


mfg zum Abend

tosche1  

Foundry Networks Inc. - San Jose, Calif.
  3rd Quar Sept. 30:
                       2002             2001
Revenue              $76,596,000      $74,654,000
Net income             7,005,000        1,908,000
Avg shrs             119,999,000      118,376,000
Shr earns
Net income                  .06              .02


Foundry Networks Inc. (FDRY) beat by five cents a Thomson First Call third- quarter consensus estimate of 1 cent a share.
The network hardware maker also met its own earnings guidance of 4 cents to 6 cents a share announced earlier in the month.

During the third quarter, Foundry said both its gross margins and net margins reached their highest levels in 2002, and the company improved its backlog and book-to-bill metrics.

Shares of Foundry closed at $6.25, down 24 cents, or 3.7%, on Nasdaq

ich denke man sollte sich mal wieder Kulicke & Soffa ansehen +11,9 % bei 2,81$
 

Foundry added 87 cents from their close at $8.15 after the company said it would report revenue in the range of $84 million to $87 million, up from $76.6 million a year earlier. The network equipment maker cited success in its JetCore and 10 Gigabit Ethernet products as well as improved international sales for the growth.

Foundry Networks, Inc. is a leading provider of high-performance enterprise and service provider switching, routing and Web traffic management solutions including Layer 2/3 LAN switches, Layer 3 Backbone switches, Layer 4 - 7 Web switches and Metro Routers. Foundry's 5,000 customers include the world's premier ISPs, Metro service providers, and enterprises including e-commerce sites, universities, entertainment, health and wellness, government, financial, and manufacturing companies. Some of these customers include: AOL, EarthLink, China Telecom, MSN, Verio, Cable & Wireless, Yahoo!, Incyte Genomics, Inc., Deutsche Bank, The University of Washington, University of Miami, Institut National de Recherche en Informatique et en Automatique (INRIA) of France, The British Library, U.S. Army, Air Force and Navy, NASA and the National Space Development Agency of Japan. For more information about the company and its products, call 1-888-TURBOLAN or please visit www.foundrynetworks.com.