Via News Contrast -- click on ticker for opinion and analysis:
(NASDAQ:AAPL) Apple $0.46/R$4.36B vs 0.43/R$4.54B; iMac sales 1.1M vs 1.16M(e) and iPod 8.53M units vs 9M(e); guidance of $0.43-0.47 & R$4.2-4.4B vs $0.47/R$4.7B(e); stock traded down $3 then went to Up $2 after-hours; stock up $.00 pre-market.
(NYSE:ADS) Alliance Data $0.69 EPS vs $0.62e; raised FY 2006 estimates.
(NYSE:AME) Ametek $0.57 EPS vs $0.53e.
(AVCI) Avici Systems $0.15/R$20.9M vs -$0.46/$7.95M(e); stock up 50% initially.
(AZR) Aztar $0.37/R$228.6M vs $0.38/$236.7M(e).
(NYSE:BAC) Bank of America $1.08 EPS vs $1.01e.
(NYSE:BAX) Baxter $0.45 EPS vs $0.41e.
(NYSE:BHE) Benchmark Electronics $0.38 EPS vs $0.35e.
(NYSE:BK) Bank of New York $0.55 EPS vs $0.54e.
(BLS) Bellsouth $0.54 EPS vs $0.53e.
(NYSE:BSX) Boston Scientific gets FTC clearance for GDT merger.
(NYSE:CAL) Continental -$0.53 EPS vs -$0.62e.
(CBST) Cubist Pharma $-0.06/R$40.1M vs -$0.09/$41.5M(e).
(NYSE:CEO) CNOOC will double its coastal oil output over the next 4 years according to WSJ.
(CLDN) Celadon $0.30 EPS vs $0.27e.
(NYSE:CPS) ChoicePoint $0.46 EPS vs $0.45e.
(NASDAQ:CTXS) Citrix $0.33/R$260Mvs $0.28/R$247.94M; raised Q2 guidance by 2%.
(CYBS) Cybersource $0.07/R$15.6M vs $0.05/$14.3M(e).
(NYSE:DFG) Delphi Financial names new COO.
(NYSE:DGX) Quest Diagnostics $0.75 EPS vs $0.65e.
(NYSE:DSX) Diana Shipping filed to sell $500M in securities.
(NASDAQ:EBAY) eBay $0.24/R$1.39B vs $0.24/R$1.39B(e); sees Q2 $0.22-0.23 vs $0.24e; sees R$1.37-1.41B vs $1.42B(e); sees FY $0.96-1.01 vs $1.03e and R$5.7-5.9B vs $5.96B(e); stock down 5%.
(NYSE:EFX) Equifax $0.48 EPS vs $0.46e.
(NASDAQ:ELNK) Earthlink $0.12 EPS & R$309.7M vs $0.06/$312M(e); unsure if gain in EPS.
(NYSE:ELX) Emulex made a private acquisition worth some $39M.
(EMC) EMC $0.14/R$2.55B vs $0.12/$2.45B(e); sees next quarter $0.17 vs $0.13e; sees 2006 $0.70-0.73 vs $0.58e.
(NASDAQ:ENDP) Endo Pharmaceuticals CFO will retire in August; $0.41 EPS vs $0.42e.
(NYSE:EPL) Energy Partners Ltd. CFO resigned.
(NYSE:ET) E*Trade $0.36/R$598M vs $0.33/$577.6M(e); sees 2006 EPS $1.35-1.50 vs $1.39e.
(NYSE:F) Ford will close 2 plants and take a $2.4B charge.
(NYSE:FCS) Fairchild Semi $0.21/R$409.5M vs $0.12/$402.3M(e).
(NYSE:GGG) Graco $0.51 EPS vs $0.46e.
(NYSE:GM) GM reported losses that were an improvement but look wider than many estimates; have to doublecheck since so many items and such a wide range of estimates; stock looks up 3%.
(NYSE:HSY) Hershey Foods $0.50 EPS vs $0.51e.
(NASDAQ:HUBG) HUB Group $0.41 EPS vs $0.36e.(NASDAQ:INFY) Infosys pays $113M to Citigroup for a 23% stake in Progeon.
(NYSE:IGT) Int'l Game Tech $0.35 EPS vs $0.31e.
(NASDAQ:INTC) Intel $0.27/R$8.9B vs $0.23/R$8.93B; guides R$8.0-8.6B vs $8.77B(e); sees 2006 revenues down 3% from 2005; stock rose 2% after hours; stock up $0.29 pre-market.
(NASDAQ:INTU) Intuit raised guidance (previously cut) on TurboTax sales; stock up $3.00 pre-market.
(NYSE:JNPR) Juniper $0.19/R$566.7M vs $0.19/$571.3M(e); stock down $1.25 pre-market.
(KFT) Kraft $0.45 EPS vs $0.42e; R$8.1B vs $8.15B(e).
(NYSE:KNX) Knight Transport $0.18/R$149.1M vs $0.18/$154.25M(e).
(NASDAQ:KVHI) KVH Industries $0.08/R$20.3M vs $0.04/$18.9M(e).
(NYSE:LLY) Eli Lilly $0.77 EPS vs $0.75e; sees next quarter $0.74-0.76 vs $0.77e.
(NASDAQ:LONG) eLong -$0.01/R$8M vs -$0.02/$7.7M(e).
(LRW) Labor Ready $0.21 EPS vs $0.20e; sees next Q $0.32-0.34 vs $0.35e.
(NASDAQ:LSTR) Landstar $0.41 EPS vs $0.39e.
(NYSE:LUV) Southwest Airlines $0.08 EPS vs $0.08e; R$2.02B vs $1.99B(e).
(NYSE:MAR) Marriott $0.76 EPS vs $0.72e.
(MEDI) Medimmune $0.23/R$498M vs $0.25/$544M(e).
(NYSE:MGI) MoneyGram $0.36 EPS vs $0.30e.
(MICC) Millicom Int'l Cellular SA may have its bidding process joined by China Mobile overseas for some $4B.
(NYSE:MO) Phillip Morris $1.29 EPS vs $1.27e.
(MOGN) MGI Pharma -$0.04/RF$78.2M vs -$0.04/R$78.8M(e).
(NYSE:MRK) Merck $0.78 EPS vs $0.72e.
(MWV) MeadWestvaco $0.02 EPS vs $0.02e.
(NYSE:N) Inco $0.90 EPS vs $0.95e.
(NYSE:NEM) Newmont Mining $0.48 EPS vs $0.33e.
(NYSE:NOK) Nokia up 4% after beating earnings estimates overseas.
(NASDAQ:NVLS) Novellus $0.25/R$365.9M vs $0.21/R$352.88M.
(NASDAQ:PLAY) Portal Player down 35% after AAPL did not select its chip for future iPods.
(NASDAQ:PLCM) Polycom $0.22 EPS vs $0.19e; R$157.7M vs 151.7M(e).
(NYSE:PNC) PNC $1.19 EPS vs $1.17e.
(NASDAQ:QCOM) Qualcomm $0.41 vs $0.40e; R$1.83B vs $1.8B(e); sees Q3 EPS ex-items $0.36-38 vs $0.37e & R$1.77B-$1.87B vs $1.76B (e); Sees FY06 EPS $1.53-$1.57 vs $1.57e & R$7.1B-$7.4B vs $7.15B(e); stock flat pre-market.
(NASDAQ:RMBS) Rambus $0.02 EDPS after $5.2M option charge; R$47.2M vs $46.5M(e); stock down $1.50 pre-market.
(NYSE:RYL) Ryland $1.86 EPS vs $1.74e.
(RX) IMS Health $0.34/R$446.2M vs $0.29/$451M(e).
(SGP) Schering-Plough granted Fast Track designation from FDA for its oral thrombin receptor antagonist for at risk heart patients; earned $0.22 EPS vs $0.24e.
(NASDAQ:SHOO) Steven Madden raised guidance;
(NASDAQ:SRDX) SurModics $0.38/R$17.7M vs $0.31/$16.75M(e).
(NASDAQ:STLD) Steel Dynamics $1.52 EPS vs $1.33e.
(NASDAQ:SUNW) Sun Micro CEO McNeely may be close to stepping down according to WSJ; stock up 2% pre-market.
(NYSE:TMK) Torchmark $1.21 EPS vs $1.19e.
(NASDAQ:TRMB) Trimble Navigation $0.45 EPS vs $0.40e; sees R$231-237M vs $233.75M(e); sees $0.47-0.50 before $0.04 option charge vs $0.51e; stock down 4% after hours.
(NYSE:TSN) Tyson revised loss estimates for Q1 and Q2.
(NYSE:TXT) Textron $1.19 EPS vs $1.06e; sees next quarter $1.15-1.25 EPS vs $1.27e; sees 2006 $4.95-5.15 vs $5.10e.
(NYSE:UNH) UnitedHealth positive article in Barron's last night.
(NYSE:UNP) Union Pacific $1.15 EPS vs $1.08e.
(UPCS) Ubiquitel gets $10.35 cash buyout from Sprint NexTel.
(NYSE:UPS) UPS $0.89 EPS vs $0.88e; sees next Q $0.97-1.01 vs $1.00e.
(VIGN) Vignette $0.12 EPS vs $0.12e; sees next quarter $0.11-0.16 vs $0.13e.
(NYSE:WCC) Wesco $0.86 EPS vs $0.70e.
(NYSE:WLK) Westlake Chemicals filed to sell 5.5M shares for selling holders.
(NYSE:WY) Wyerhauser is realigning its wood, pulp, and paper units.
ANALYST CALLS (many other calls not noted this morning):
AAPL maintain Peer Perform at Thomas Wesiel; reitr Buy and tgt raised to $85 at Citigroup; reitr Outperform at Piper Jaffray; cut estimates but maintained Buy at UBS; reitr Neutral at Merrill Lynch; reitr Buy at Deutsche Bank; reitr Overweight at MSDW.
CMA cut to Neutral at Oppenheimer.
CTX raised to Neutral at UBS.
DRS raised to Outperform at CIBC.
EBAY cut to Sector Perform at RBC; lowered tgt to $41 from $44 at Piper Jaffray; reitr Neutral at Prudential; reitr Outperform at Goldman Sachs; reitr Neutral at Cowen; reitr Buy at Jefferies.
GGP raised to Buy at B of A.
INTC reitr Sell at ThinkEquity; reitr Buy at Jefferies; reitr Underweight at Prudential; maintain neutral at JPMorgan; reitr In-Line at Goldman Sachs.
JNPR tgt lowered to $21 from $22 at UBS; cut to Neutral at Oppenheimer.
QCOM tgt raised to $57 from ThinkEquity; maintained Buy at B of A.
RFMD raised to Strong Buy at Raymond James.
SNDK reitr Buy at Citigroup.
SWFT raised to JPMorgan Focus List.
TFSM cut to Neutral at Oppenheimer.
TSCO started as Outperform at CIBC.
UB cut to Mkt Perform at FBR.
UNH reitr Outperform but cut tgt to $60 at Prudential.
VAL raised to Overweight at JPMorgan.
WRE raised to Outperform at Raymond James.
Cramer's "Mad Money" positive on Halliburton (NYSE:HAL) as a Buy; positive on DJ Orthopedics (DJO); also in a CEO interview with E*Trade (ET) he said it was a Buy; In the Lightning Round he was Positive on Iflow (IFLO), Express Scripts (NASDAQ:ESRX), Texas Instruments (NYSE:TXN), Goldcorp (NYSE:GG), Google (NASDAQ:GOOG), Conexant (NYSEARCA:CNXT), JDS Uniphase (JDSU), Sirf (SIRF), Apple (AAPL), Petroquest (NYSE:PQ), Hewitt (HEW), Grey Wolf (GW), Newell (NYSE:NWL), and Southwest Energy (NYSE:SWN); and he was Negative on Pacific Ethanol (NASDAQ:PEIX), Bookham (BKHM), and Nortel (NT).
8:30 AM EST Weekly Jobless Claims.
10:30 AM EST Natural Gas Inventories.