Higher Forecast for Comcast

S&P revises earnings estimates for Halliburton and others

Company: Comcast Cl A (CMCSA )

Year ending: Dec-2003

Prior estimate: -.16

New estimate: .05

Rationale: Improved outlook for basic video

Company: Cummins Inc (CUM )

Year ending: Dec-2003

Prior estimate: .87

New estimate: 1.21

Rationale: See higher margins

Company: Eastman Chemical (EMN )

Year ending: Dec-2003

Prior estimate: 1.40

New estimate: 1.20

Rationale: Weaker than expected volume

Company: GlobalSantaFe (GSF )

Year ending: Dec-2003

Prior estimate: .74

New estimate: .61

Rationale: Updated view for dayrates

Company: Halliburton (HAL )

Year ending: Dec-2003

Prior estimate: 1.04

New estimate: .88

Rationale: Barracuda-Caratinga project

Company: INAMED Corp (IMDC )

Year ending: Dec-2003

Prior estimate: 2.40

New estimate: 2.65

Rationale: Higher sales, better operating margin

Company: Pioneer Natural Resources (PXD )

Year ending: Dec-2003

Prior estimate: 2.95

New estimate: 2.26

Rationale: Second quarter EPS; updated oil, gas prices

Company: Sealed Air (SEE )

Year ending: Dec-2003

Prior estimate: 2.20

New estimate: 2.43

Rationale: Pickup in volume; now on diluted basis

Company: SWS Group (SWS )

Year ending: Jun-2004

Prior estimate: .30

New estimate: .55

Rationale: Higher projected sales

July 30

Company: Aetna Inc (AET )

Year ending: Dec-2003

Prior estimate: 4.21

New estimate: 5.20

Rationale: Second quarter results

Company: Alliance Cap (AC )

Year ending: Dec-2003

Prior estimate: 1.74

New estimate: 1.96

Rationale: Improving revenue projections

Company: Atwood Ocean (ATW )

Year ending: Sep-2004

Prior estimate: .99

New estimate: .21

Rationale: Significant downtime in 2 rigs

Company: Axcelis Tech (ACLS )

Year ending: Dec-2003

Prior estimate: -.23

New estimate: -.43

Rationale: Company guidance

Company: CenterPoint (CNP )

Year ending: Dec-2003

Prior estimate: .85

New estimate: .95

Rationale: Higher than expected noncash income

Company: Centillium (CTLM )

Year ending: Dec-2003

Prior estimate: -.16

New estimate: -.08

Rationale: Continues to cut costs, grow revenues

Company: Cree Inc (CREE )

Year ending: Jun-2004

Prior estimate: .80

New estimate: .65

Rationale: Higher costs, tax rate; lower income

Company: Goodyear (GT )

Year ending: Dec-2003

Prior estimate: -.95

New estimate: -1.65

Rationale: Higher taxes, costs, special items

Company: Janus Capital (JNS )

Year ending: Dec-2003

Prior estimate: .74

New estimate: .85

Rationale: Higher projected sales

Company: Louisiana-Pacific (LPX )

Year ending: Dec-2003

Prior estimate: .03

New estimate: .33

Rationale: Higher oriented-strand board prices

Company: Midway Games (MWY )

Year ending: Jun-2004

Prior estimate: -.09

New estimate: -.28

Rationale: Title delays

Company: OM Group (OMG )

Year ending: Dec-2003

Prior estimate: .97

New estimate: .68

Rationale: Now exclude discontinued operations

Company: Overture Services (OVER )

Year ending: Dec-2003

Prior estimate: .37

New estimate: .50

Rationale: Second quarter results

Company: Reader's Digest (RDA )

Year ending: Jun-2004

Prior estimate: 1.00

New estimate: .85

Rationale: Costs of downsizing

Company: RealNetworks (RNWK )

Year ending: Dec-2003

Prior estimate: -.02

New estimate: -.05

Rationale: Second quarter; company guidance

Company: SABRE Holdings (TSG )

Year ending: Dec-2003

Prior estimate: 1.27

New estimate: .90

Rationale: SARS, Iraq

Company: USF Corp (USFC )

Year ending: Dec-2003

Prior estimate: 1.75

New estimate: 1.46

Rationale: Underperforming peers; CEO search

Company: Vertex Pharmaceuticals (VRTX )

Year ending: Dec-2003

Prior estimate: -2.07

New estimate: -2.29

Rationale: Higher costs

July 29

Company: Adaptec (ADPT )

Year ending: Mar-2004

Prior estimate: .16

New estimate: .13

Rationale: Weaker outlook

Company: Alcatel (ALA )

Year ending: Dec-2003

Prior estimate: -.40

New estimate: -1.13

Rationale: Now includes restructuring charge

Company: American States Water (AWR )

Year ending: Dec-2003

Prior estimate: 1.35

New estimate: 1.20

Rationale: Soft water volume; higher costs

Company: Andrew Corp (ANDW )

Year ending: Sep-2004

Prior estimate: .20

New estimate: .25

Rationale: Acquisition of Allen Group

Company: ASM Intl (ASMI )

Year ending: Dec-2003

Prior estimate: -.10

New estimate: -.55

Rationale: Company guidance

Company: Automatic Data Processing (ADP )

Year ending: Jun-2004

Prior estimate: 1.82

New estimate: 1.62

Rationale: Weaker than expceted fiscal year 2003

Company: Coventry Health (CVH )

Year ending: Dec-2003

Prior estimate: 3.50

New estimate: 4.00

Rationale: High end of company guidance

Company: Lyondell Chemical (LYO )

Year ending: Dec-2003

Prior estimate: -.70

New estimate: -1.65

Rationale: Difficult business conditions; second quarter loss

Company: Nabors Industries (NBR )

Year ending: Dec-2003

Prior estimate: 1.09

New estimate: 1.27

Rationale: Improving utilization, margins

Company: NVIDIA (NVDA )

Year ending: Jan-2004

Prior estimate: .63

New estimate: .55

Rationale: Rise in production costs

Company: Providian Financial (PVN )

Year ending: Dec-2003

Prior estimate: .49

New estimate: .61

Rationale: Improving revenues, lower costs

Company: Smurfit-Stone (SSCC )

Year ending: Dec-2003

Prior estimate: .06

New estimate: -.18

Rationale: See flat demand, high energy costs

Company: Sprint Corp PCS (PCS )

Year ending: Dec-2003

Prior estimate: -.35

New estimate: -.44

Rationale: Higher non-operating items

Company: Temple-Inland (TIN )

Year ending: Dec-2003

Prior estimate: .06

New estimate: .11

Rationale: Better than expected 2Q EPS

Company: Transocean (RIG )

Year ending: Dec-2003

Prior estimate: .72

New estimate: .45

Rationale: Lower utilization, dayrates

Company: Veeco Instruments (VECO )

Year ending: Dec-2003

Prior estimate: .25

New estimate: .18

Rationale: Weaker than expected second quarter

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