UP AFTER EARNINGS: Apple (AAPL), up 4.7%... VMware (VMW), up 13.4%... Electronic Arts (EA), up 5.3%... ARM Holdings (ARMH), up 3%... Boeing (BA), up 1.9%... Ford (F), up 3.3%... General Dynamics (GD), up 0.6%. ALSO HIGHER: Maidenform Brands (MFB), up 22% after agreeing to be acquired by HanesBrands (HBI) for $23.50 per share in cash... Illumina (ILMN), up 6.4% after earnings, acquires Advanced Liquid Logic. DOWN AFTER EARNINGS: Caterpillar (CAT), down 1.4%... Polycom (PLCM), down 11%... Broadcom (BRCM), down 10.8%... Panera Bread (PNRA), down 6%... T. Rowe Price (TROW), down 5.8%... Norfolk Southern (NSC), down 3%. ALSO LOWER: Dell (DELL), down 2% after Michael Dell and Silver Lake increase buyout offer to $13.75 per share, which they call "best and final"... Hercules Offshore (HERO), down 7.4% after updating on incident on drill rig, says gas from well ignited last night and spread to rig... Walter Energy (WLT), down 2.4% after lowering dividend to 1c from 12.5c per share. :theflyonthewall