A whole slew of "solid" after hours news again. More reduced guidance / warnings, more shelf filings, and more trouble for the Oracle bid.
6:14PM Oracle bid could face EU probe : Financial Times reporting that ORCL bid for PSFT could face "lengthy" European Union antitrust probe if PSFT's buy out of JDEC goes through.
5:26PM Eaton files $250 mln mixed shelf (ETN) 80.16 +1.01:
4:35PM Adaptec guides EPS in line, revenues below consensus (ADPT) 8.44 +0.35: Company warns for Q1 (Jun), sees EPS in the "middle of the range" provided on April 28th, when company forecast $0.02-0.04, Reuters Research consensus is $0.03. However ADPT sees Q1 revenues of $107 mln, consensus estimate is $117 mln and previous guidance called for $115-120 mln.
4:25PM Documentum guides below consensus for Q2 (00C0) 19.75 +0.28: Company sees Q2 (Jun) EPS of $0.07 vs. Reuters Research consensus of $0.08, also sees Q2 revenues of $68 mln vs. R.R. consensus of $72 mln. Co cites "the challenging economic environment, delays in government spending and inconsistent execution in Northern Asia" as reasons for shortfall.
4:24PM Micrel guides below consensus (MCRL) 10.98 +0.45: Company warns for Q2 (Jun), sees revenues down 3-4% from Q1's $51 mln, this equates to $49-49.5 mln, Reuters consensus estimate $53.7 mln. Previous revenue guidance called for a 3-5% gain from Q1. MCRL sees Q2 GAAP EPS of a loss of $0.01, not clear if this is comparable to consensus of a $0.01 profit. Company cites SARS for revenue shortfall, also announces its book-to-bill for the quarter was approximately one.
4:19PM Parametric guides for Q3 (PMTC) 3.38 +0.22: Co sees Q3 (Jun) GAAP EPS in the range of a loss of $0.12-0.14, this includes an $8 mln restructuring charge and a $6 mln charge from an acquisition, and is not comparable to our Reuters Research consensus of a loss of $0.04. Company sees revenues of $165 mln vs. Reuters Research consensus of $169mln.
4:17PM Micrel cuts guidance below consensus (MCRL) 10.98 +0.45:
4:15PM Pediatrix Medical guides up (PDX) 37.36 +0.36: Company sees Q2 (June) EPS of $0.82 vs previous guidance of $0.78-0.80 on greater than expected revenues; this new guidance exceeds Reuters Research consensus of $0.79.
4:05PM Pemstar guides below consensus (PMTR) 3.96 -0.14: Company warns for Q1 (Jun), sees a loss of $0.18-0.20, excluding $0.10 in restructuring charges, sees revenues of $145-150 mln, Reuters Research consensus is $164 mln. PMTR cites SARS, sluggish tech marketplace for shortfall.
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