Lower Forecast for Kodak

S&P revises earnings estimates for CheckFree and many others

Company: Advent Software (ADVS )

Year ending: Dec-03

Prior estimate: 0.30

New estimate: 0.15

Rationale: Lower licensing fees revenues

Company: Carpenter Technology (CRS )

Year ending: Jun-03

Prior estimate: 0.65

New estimate: -0.75

Rationale: Impact or restructuring charges

Company: CheckFree (CKFR )

Year ending: Jun-03

Prior estimate: 0.62

New estimate: 0.75

Rationale: Product demand strength; company guidance

Company: Eastman Kodak (EK )

Year ending: Dec-03

Prior estimate: 2.94

New estimate: 2.49

Rationale: Expected weakness in consumer film business

Company: Mellon Financial (MEL )

Year ending: Dec-03

Prior estimate: 2.10

New estimate: 1.85

Rationale: Continued weak asset management environment

Company: RF Micro Devices (RFMD )

Year ending: Mar-04

Prior estimate: 0.28

New estimate: 0.20

Rationale: Strong EPS may be over a year away

Company: Roadway Corp (ROAD )

Year ending: Dec-03

Prior estimate: 2.76

New estimate: 3.75

Rationale: Fixed cost leverage; volume growth

Company: Sanmina-SCI (SANM )

Year ending: Sep-03

Prior estimate: 0.15

New estimate: 0.03

Rationale: Continued demand weakness

Company: Smithfield Foods (SFD )

Year ending: Apr-03

Prior estimate: 0.90

New estimate: 0.44

Rationale: Pork pricing pressures

Company: Technitrol (TNL )

Year ending: Dec-03

Prior estimate: 0.45

New estimate: 0.50

Rationale: Acquisition of Eldor High Tech Wire

Company: Vishay Intertechnology (VSH )

Year ending: Dec-03

Prior estimate: 0.70

New estimate: 0.60

Rationale: Component operations acquisition weakens sales mix

Company: Weatherford International (WFT )

Year ending: Dec-03

Prior estimate: 1.75

New estimate: 1.53

Rationale: Company guidance

Jan. 21

Company: Allegheny Technology (ATI )

Year ending: Dec-03

Prior estimate: 0.35

New estimate: -0.20

Rationale: Weak demand for durable goods

Company: BJ Services (BJS )

Year ending: Sep-03

Prior estimate: 1.31

New estimate: 1.14

Rationale: First quarter conference call, updated outlook

Company: Georgia-Pacific (GP )

Year ending: Dec-03

Prior estimate: 2.05

New estimate: 1.60

Rationale: Higher costs, weaker wood products

Company: KEMET Corp (KEM )

Year ending: Mar-04

Prior estimate: 0.05

New estimate: 0.01

Rationale: Industry overhang, lower ASPs

Company: Molex (MOLX )

Year ending: Jun-03

Prior estimate: 0.75

New estimate: 0.65

Rationale: Company guidance

Jan. 17

Company: Advanced Micro Devices (AMD )

Year ending: Dec-03

Prior estimate: -0.27

New estimate: -0.40

Rationale: Possible long recovery

Company: AmeriCredit (ACF )

Year ending: Jun-03

Prior estimate: 0.90

New estimate: 0.36

Rationale: Deteriorating loan/credit quality

Company: Andrew Corp (ANDW )

Year ending: Sep-03

Prior estimate: 0.22

New estimate: 0.25

Rationale: Strong first quarter

Company: Cree (CREE )

Year ending: Jun-03

Prior estimate: 0.32

New estimate: 0.41

Rationale: Better pricing, lower legal costs

Company: eBay Inc (EBAY )

Year ending: Dec-03

Prior estimate: 1.15

New estimate: 1.35

Rationale: Company guidance; superb momentum

Company: Raymond James (RJF )

Year ending: Sep-03

Prior estimate: 1.80

New estimate: 1.26

Rationale: Weak retail brokerage, asset management businesses

Company: Scientific-Atlanta (SFA )

Year ending: Jun-03

Prior estimate: 0.68

New estimate: 0.59

Rationale: Lower set-top average selling prices

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