Nachbörsliche Zusammenfassung und Preview (09-01-01)

[Ralph]

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Market Preview For Wednesday
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After the bell, Priceline.com [PCLN] said it has settled a patent infringement lawsuit filed against Microsoft [MSFT] and its Expedia.com
[EXPE] web site. Exepedia.com, an Internet travel-booking service controlled by Microsoft, will pay a royalty fee to Priceline.com for its "name your own price" service. Shares of Priceline.com rose in after-hours
trading.

Barnes & Noble.com announced its fiscal year loss would be wider than analysts' had forecast. The Internet bookseller expects to post a loss of $1.05 to $1.08 a share; analysts polled by First Call had expected a
$0.95 a share loss on the year. Shares of Barnes & Noble.com traded flat after the bell.

[b]Martin Marietta [MLM] says it expects Q4 earnings to come in between $0.41 and $0.44 a share, well below the $0.67 a share analysts had forecast. The lower earnings were blamed on higher energy costs.

Shares of Cymer [CYMI] fell in after-hours trading after the laser illumination supplier for the semiconductor industry said it is "becoming more cautious" about its growth rate for the first half of 2001.

Evoke Communications [EVOK] said it expects fourth-quarter revenue to exceed analysts' expectations. The Internet communication services provider also announced the resignation of its CFO and the elimination of 112 jobs.

Applied Innovation [AINN], a vendor of communications network equipment and services, expects Q4 net income to increase by 25% over last year's $2.5
million.

Internet services provider ServiceWare Technologies [SVCW] said it expects a fourth-quarter loss of between $0.27 and $0.29 a share, lower than the company's original estimates.

Genome Therapeutics [GENE] reported a fiscal Q1 loss of $0.07 a share versus a $0.01 a share loss a year ago,

Innovex [INVX] announced a fiscal Q1 loss of $0.04 a share, compared to a $0.75 a share loss last year.

<u>Word On The Street</u>

"I think we are groping for a bottom. You have a lot of people trying to decide whether this action by the Fed will prevent us from going into a recession or whether we already are in," says Andy Brooks of T. Rowe Price.
"People are trying to decide what the Fed can do about it."
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Ralph

[Silke]

..and from briefing:

LendingTree (TREE) 3 3/16 +11/16: Company expects revenue to grow to $62 million in 2001, approximately twice the amount projected for 2000; expects EBITDA, to be a negative $33 million in 2001 which is approximately one-half TREE's projected loss in 2000 and $12 million lower, or 27% less, than company's previous guidance.

Veeco Instrmnts (VECO) 46 3/4 +6 1/8: Company Chairman and CEO, Edward H. Braun reports that Veeco's record orders of $184 million in the fourth quarter exceeded company's prior guidance of $150 million.

World Access (WAXS) 2 9/16 +3/32: Company announces that it has appointed Clifford Rees to the position of President of North America.

Genzyme (GENZ) 80 15/16 +4 7/8: Company reports that revenues for the fourth quarter of 2000 grew 17 percent to $203 million compared to revenues of $173 million for the fourth quarter the year before. Total revenues for 2000 were up 16 percent to $760 million compared to revenues of $655 million for the previous year, with Renagel revenues included for both years.

Ceridian Corp (CEN) 20 3/16 +5/16: -- Update -- Sees 2001 earnings per share, excluding Arbitron and any non-operating gains or losses, to be in the range of $.65 to $.70 per share, well below the First Call estimate of $1.20 for 2001. Cites a lower than expected revenue run rate and lower interest rates during 2001, which will have a negative effect on revenue and profits derived from the Company's tax filing float balance.

Ceridian Corp (CEN) 20 3/16 +5/16: Company reports preliminary results for 2000; anticipates that it will report earnings from operations of $1.01 per share, in line with the current First Call estimate for the year 2000.

Applied Science (ASTX) 14 1/4 +1 1/8: Company warns for Q2; sees $0.18-0.20; current EPS estimate is $0.30. Expects revenues to remain essentially flat during the last half of company's fiscal year..

New England Business Ser. (NEB) 17 7/8 -1/16: Company warns for Q2; sees EPS (excluding charges) of $1.88 to $1.93; no estimates available.


Bob Evans (BOBE) 20 1/16 -3/16: Company warns for Q3; sees EPS of about $0.33; current estimate is $0.36. Same store sales decreased 1.0% from the comparable period a year ago. Severe weather conditions affected restaurant sales in most of Bob Evans' marketing territories during December.

Amli Residential (AML) 23 13/16 unch: Company warns for Q4; sees FFO of $0.68; current estimate is $0.72. Company says the weakness felt in the general economy in the fourth quarter had a significant impact.

Digital Island (ISLD) 4 +1/4: Company announces it has been chosen by Evoke Communications (EVOK) to provide outsourced operations for Evoke Communications' Webcasting customers.

Celeritek (CLTK) 31 +1 3/4: Reports Q3 earnings of $0.21 a share, $0.02 worse than the Zacks consensus of $0.23; revenues rose 105.1% to $24.25 mln from a year-ago of $11.82 mln.

Isle of Capri (ISLE) 8 5/16 unch: Company warns for Q3; sees EPS substantially below consensus estimates of $0.19 - $0.20 per share to possibly in the break-even range. Company cites severe adverse weather conditions during December in most of the Company's markets.
Books-A-Million (BAMM) 2 1/16 + 1/16: Company warns for Q4; sees EPS of $0.27-0.30; current EPS estimate is $0.38