f-h Oni BW sb & Friends-TTT, Montach 18.10.04
Q3 revenues rise 22% and EPS tops Street forecasts
Check Point (CHKP: news, chart, profile) said it now expects to report earnings of $1.05 to $1.06 a share for the year, up from its originally anticipated range of 99 cents to $1.03 a share.
For the fourth quarter, the company sees earnings of 28 to 29 cents a share on revenue of $136 million to $144 million.
The average earnings forecast of analysts polled by Thomson First Call had been 27 cents a share for the fourth quarter and $1.02 for the year.
Check Point shares closed up $3.08, or about 17 percent, at $21.
The company expects the results over the next three to five quarters will be driven by products it has introduced over the past six to nine months, such as Connectra, InterSpect and Integrity.
"I think we are gaining against the competitors right now," Check Point CEO Gil Shwed told CBS MarketWatch.
The improved outlook follows the company's third-quarter report of earnings of $66.8 million, or 26 cents a share, up from $58.4 million, or 23 cents, in the year-earlier period. Revenue advanced 22 percent to $129.3 million from $106.3 million.
Excluding charges related to the acquisition of Zone Labs, Ramat Gan, Israel-based Check Point earned $69.1 million, or 27 cents a share, in the third quarter.
The average analyst forecast for the third quarter was earnings per share of 25 cents on sales of $128.3 million.
The company attributed the strong quarterly results to the strength of the core markets for virtual private network, firewall and management products, which displayed strength in all geographic locations.
"As we begin the fourth quarter, we expect that the results, success and leadership in the past quarter will continue into Q4," Shwed said on the company's conference call.
Operating income, excluding acquisition-related charges, improved to $71.9 million from $62.1 million in third-quarter 2003, the company said.
Operating margin for the third quarter, excluding acquisition-related charges, was 56 percent, up from 54 percent in the second quarter.
Deferred revenues were $124.8 million in the quarter, the company said, an increase of 26 percent over third-quarter 2003 levels.
J.P. Morgan analyst Sterling Auty told clients the third-quarter numbers were better than expected on all fronts. He expects the stock will continue to rally well into the fourth quarter given the poor sentiment coming into the release.
18 OCT 22:08 AFX *KRAFT Q3 NET 46C ON CHRG VS. 47C
18 OCT 22:08 AFX *INTERNATIONAL BUSINESS MACHINES Q3 FIRST CALL EARNS EST $1.14
Greetz f-h
§4:08pm 10/18/04 [IBM] IBM Q3 FIRST CALL REV EST $23.397B
§4:07pm 10/18/04 [IBM] IBM Q3 CONT OPS EARNS $1.06 VS $1.02
§4:07pm 10/18/04 [IBM] IBM Q3 FIRST CALL EARNS EST $1.14
18 OCT 22:09 AFX *TEXAS INSTRUMENTS SHARES HALTED IN AFTER-HOURS TRADE
18 OCT 22:09 AFX Metals indexes end lower as futures weaken
18 OCT 22:09 AFX *INTERNATIONAL BUSINESS MACHINES Q3 FIRST CALL REV EST $23.397B
18 OCT 22:09 AFX *INTERNATIONAL BUSINESS MACHINES Q3 REV $23.429B VS $21.522B
18 OCT 22:08 AFX OUTLOOK - Ford longs for signs of elusive automotive rebound - UPDATE 1
18 OCT 22:08 AFX *INTERNATIONAL BUSINESS MACHINES Q3 EARNS $1.17 EXCLUDING PENSION CHARGE
Greetz f-h
Daxl sollte morgen rocken.. mind. bis 3975 ..da fliegt der vorletzte meiner Longs..
O P T I
18 OCT 22:11 AFX PepsiCo raised to 'buy' at Merrill Lynch - UPDATE 1
18 OCT 22:11 AFX *INTERNATIONAL BUSINESS MACHINES CEO SAYS Q3 ONE OF STRONGEST IN RECENT YEARS
Greetz f-h
@opti,,grüss dich
18 OCT 22:12 AFX *KRAFT SEES FY05 CHARGES 5-7C
Greetz f-h
jau da freut sich der wave und das ackermännche äschert sich;-))))))))))
INTERNAT BUSINESS MACH - New York Stock Exchange: IBM
Real-time ECN Quote*Last Change (%) After Hours Chg (%)** Trade Time Bid Ask 87.10 
2.25 (2.65) 1.18 (1.37)16:13 87.01 (2) 87.10 (25.35)
Exchange Quote
| Last | Change (%) | Trade Time | Bid (size) | Ask (size) |
| 85.92 | 1.07 (1.26) | 16:01 | N/A | N/A |
| Latest Ticks | Prev Close | Open | Low | High |
| =+-= | 84.85 | 84.30 | 84.29 | 86.15 |
| Day Volume | Avg Day Vol | VWAP | 52 Wk Low | 52 Wk High |
| 6,164,900 | 4,497,700 | 85.4327 | 81.90 | 100.43 |
| # of Trades | Last Size | Avg Trade Size | P/E Ratio | Market Cap (mil) |
| 8,889 | 100 | 694 | 18 | 143,932 |
TEXAS INSTRUMENTS INC - New York Stock Exchange: TXN
Real-time ECN Quote*
| Last | Change (%) | After Hours Chg (%)** | Trade Time | Bid | Ask |
| N/A | N/A |  0.01 (0.05) | 16:01 | 20.95 (5) | 21.25 (5) |
Exchange Quote
| Last | Change (%) | Trade Time | Bid (size) | Ask (size) |
| 21.09 | 0.13 (0.61) | 16:12 | N/A | N/A |
| Latest Ticks | Prev Close | Open | Low | High |
| +=== | 21.22 | 21.05 | 20.56 | 21.12 |
| Day Volume | Avg Day Vol | VWAP | 52 Wk Low | 52 Wk High |
| 15,022,500 | 13,424,900 | 20.8621 | 18.06 | 33.98 |
| # of Trades | Last Size | Avg Trade Size | P/E Ratio | Market Cap (mil) |
| 10,834 | 1,000 | 1,387 | 21 | 36,508 |
KRAFT FOODS INC CL A - New York Stock Exchange: KFT
Real-time ECN Quote*
| Last | Change (%) | After Hours Chg (%)** | Trade Time | Bid | Ask |
| 32.32 | 0.18 (0.56) | 0.01 (0.03) | 16:05 | 30.40 (10) | 35.72 (10) |
Exchange Quote
| Last | Change (%) | Trade Time | Bid (size) | Ask (size) |
| 32.33 | 0.19 (0.59) | 16:01 | N/A | N/A |
| Latest Ticks | Prev Close | Open | Low | High |
| +-+= | 32.14 | 32.24 | 31.67 | 32.33 |
| Day Volume | Avg Day Vol | VWAP | 52 Wk Low | 52 Wk High |
| 1,551,100 | 1,525,500 | 32.0743 | 28.50 | 34.70 |
| # of Trades | Last Size | Avg Trade Size | P/E Ratio | Market Cap (mil) |
| 2,071 | 15,200 | 749 | 19 | 55,451 |
Greetz f-h
@ wave das wird schon.. 3975 ist auf der Agenda..dann sehen wir weiter.. werde morgen meine Chance in BuFu Short suchen.. irgendwo zwischen 116,75-117,00 werde ich in einen 118er einsteigen.. first Target 115,92
O P T I
18 OCT 22:13 AFX *INTERNATIONAL BUSINESS MACHINES SAYS ENDED Q3 WITH $9.7B CASH ON HAND
18 OCT 22:13 AFX *INTERNATIONAL BUSINESS MACHINES SAYS DEBT TOTALED $22B VS YEAR-END 2003
18 OCT 22:13 AFX *KRAFT Q3 FIRST CALL REV ESTIMATE $7.80B
Greetz f-h
18 OCT 22:16 AFX *INTERNATIONAL BUSINESS MACHINES Q3 GLOBAL SERVICES REV UP 10% TO $11.4B
18 OCT 22:16 AFX *INTERNATIONAL BUSINESS MACHINES Q3 CONT OPS GROSS PROFIT MARGIN 36.9%
Greetz f-h
§
E-Trade Q3 earnings 21 cents a share, $79 mln. in net (ET) By David Weidner
NEW YORK (CBS.MW) -- E-Trade Financial (ET) raised is 2004 earnings guidance and reported $79 million in net income, or 21 cents a share on Monday. The discount brokerage beat the average analyst estimate of 18 cents a share as measured by Thomson First Call. E-Trade earned $61.4 million, or 17 cents a share in the same period last year. E-Trade also raised its earnings guidance to between 92 cents and 97 cents a share, up from 87 cents to 97 cents a share.