MASTERING
THE TRADE
ORIGINAL, INTERACTIVE SEMINAR ON TRADING USING
TECHNICAL ANALYSIS 

 SEC FILINGS

CISCO SYSTEMS (CSCO, 60)- The network equipment maker has agreed to acquire Qeyton Systems for $800 million in an all-stock deal.

COX RADIO INC (CXR, 80.63)- The radio station operator announced a 3 for 1 stock split.

DELL COMPUTER (DELL, 44.68)- The PC maker beat estimates by three cents as first quarter earnings rose 19% to 19 cents per share.  Revenues increased 31% to $7.28 billion in the quarter, with sales of enterprise systems rising 52% and sales of laptop PCs jumping 67%.  The shares rose 3.32 in after hours trading on the news.

INTIMATE BRANDS (IBI, 46.50)- The apparel retailer beat estimates by a penny as first quarter earnings rose 29% to 27 cents per share.  Revenues increased 15% to $1.012 billion, and same store sales increased 11%.

PEP BOYS, MANNY, MOE (PBY, 6.19)- The auto aftermarket retailer missed estimates by seven cents as first quarter earnings tumbled 55% to nine cents per share.  Revenues increased 2.8% to $614.8 million in the quarter, and same store sales rose 0.6%.

SANGSTAT MEDICAL (SANG, 28.81)- The biotech company missed estimates by 11 cents as its first quarter loss narrowed to 44 cents per share from last year's loss of 60 cents.  Revenues increased 51% to $15.94 million.

SOTHEBYS HOLDINGS (BID, 17.63)- The auction house missed estimates by 30 cents as its first quarter loss widened to 47 cents per share from last year's loss of 17 cents.  Operating revenues in the quarter fell to $54.77 million from last year's $63.2 million.

TRIGON HEALTHCARE (TGH, 46)- The provider of managed health care services beat estimates by six cents as first quarter earnings rose 63% to 70 cents per share.  Revenues in the quarter increased 10.3% to $593.6 million.

TRIQUINT SEMICONDUCTOR (TQNT, 90.43)- The chipmaker announced a 2 for 1 stock split.  The shares are up 5.57 in pre-open trading on the news.

APPLIED MATERIALS (AMAT, 84.63)- The semiconductor equipment maker met expectations but missed its whisper number of 60 cents as second quarter earnings jumped 206% to 55 cents per share.  Revenues increased 87%, and 27% sequentially, to $2.19 billion in the quarter.  New orders rose 101%, and 19% sequentially, to $2.93 billion--below top end (or "whisper") estimates of $3.2-$3.4 billion.  Gross margins improved to 50.1% from last year's 46.3%.  The shares fell 5.63 in after hours trading on the news.

CNA FINANCIAL CORP (CNA, 28)- The insurer met expectations as first quarter earnings rose to 45 cents per share from last year's 13 cents.  The company's combined ratio fell to 112.8% from last year's 114.6%.

DATA RETURN CORP (DRTN, 24.75)- The provider of web hosting services missed estimates by two cents as its fourth quarter loss widened to 14 cents per share from last year's loss of two cents.  Revenues increased 60% sequentially to $5.5 million in the quarter.  The shares rose 1 in after hours trading on the news.

DATRON SYSTEMS (DTSI, 10)- The maker of microwave antennas and high-frequency radios beat estimates by 35 cents as fourth quarter earnings rose 272% to 77 cents per share.  Revenues increased 45% to $21.5 million in the quarter. The company's order backlog rose 15% to $26 million.  The company attributed the improved results to improved gross margins and an increase in sales of its radio communications products.

JLM INDUSTRIES (JLMI, 3.68)- The maker of commodity chemicals said its first quarter loss widened to 23 cents per share from last year's loss of 13 cents.  Revenues increased 32.8% to $87.4 million in the quarter.  The company attributed the increased loss to higher raw materials prices and lower margins.

MCGRATH RENTCORP (MGRC, 15.25)- The maker of modular offices said first quarter earnings rose 15.4% to 45 cents per share.  Revenues increased to $31.6 million from last year's $28.6 million.

PEGASUS COMMUNICATIONS (PGTV, 95.19)- The provider of satellite television services beat estimates by 15 cents as its first quarter loss narrowed to $2.15 per share from last year's loss of $2.82.  Revenues increased 59% to $110 million in the quarter.  Separately, the company announced a 2 for 1 stock split.

POWER-ONE INC (PWER, 71.25)- The maker of Internet power conversion devices announced a 3 for 2 stock split.  The shares gained 0.75 in after hours trading on the news.

ABERCROMBIE & FITCH (ANF, 12.25)- The apparel maker and retailer met lowered expectations as first quarter earnings increased 14% to 16 cents per share.  Revenues rose 10% to $206.6 million.  The company also warned that second quarter earnings will fall short of expectations.  The company now sees earnings of $0.16-$0.18 per share.  Analysts were looking for 21 cents.

ACTIVISION (ATVI, 7.28)- The maker of interactive games missed estimates by five cents as fourth quarter earnings fell to four cents per share from last year's 21 cents.  Revenues in the quarter increased by $1 million to $116 million.  The company warned that fiscal 2001 revenues will be 10% below fiscal 2000's $584 million.  The company sees fiscal 2001 earnings falling 30% short of fiscal 2000's 74 cents. Analysts were looking for the company to earn 83 cents. Separately, the company announced plans to repurchase up to $10 million of its shares.  The stock fell 1.15 in after hours trading on the news. 

CISCO SYSTEMS (CSCO, 62.75)- The networking company beat estimates by a penny as third quarter earnings increased 56% to 14 cents per share.  Revenues rose 55% to $4.92 billion in the quarter.  The shares are down 2.38 in pre-open trading on the news.

K-TEL INTERNATIONAL (KTEL, 3.68)- The music seller said NASDAQ has informed the company that it no longer meets NASDAQ's minimum listing requirements.  The shares fell 1.68 in after hours trading on the news.

METROMEDIA FIBER NETWORK (MFNX, 28)- The fiber optic network operator beat estimates by five cents as its first quarter loss widened to 16 cents per share ($85.2 million) from last year's loss of two cents.  Revenues rose 73% to $31.9 million in the quarter.  The shares are up 0.75 in pre-open trading on the news.

NETPLIANCE INC (NPLI, 6)- The maker of "Internet appliances" missed estimates by nine cents as its first quarter loss widened to 69 cents per share ($35.5 million) from last year's loss of six cents.  The company reported first quarter revenues of $1.29 million.  The shares fell 0.34 in after hours trading on the news.

TELIGENT INC (TGNT, 30.50)- The broadband service provider beat estimates by 11 cents as its first quarter loss widened to $3.02 per share from last year's loss of $2.05.  Revenues increased 50% sequentially from the fourth quarter to $23.1 million.  The shares gained 2.25 in after hours trading on the news.

THE MONY GROUP INC (MNY, 29)- The financial services company said first quarter earnings rose to $2.60 per share, excluding extraordinary items, compared to last year's 57 cents.  Analysts were looking for the company to earn 87 cents.

UNILEVER NV (UN, 44)- The food maker said first quarter earnings rose 16% to 0.68 euros per share. Revenues increased 1% to 9.69 billion euros.

AVT CORP (AVTC, 11)- The maker of B2B communications software will join the S&P SmallCap 600 Index after Wednesday's close.

CENTRAL PARKING CORP (CPC, 23)- The operator of parking facilities beat estimates by a penny as second quarter earnings rose 35% to 27 cents per share.  Revenues rose by $1.1 million to $182.6 million in the quarter.

FINOVA GROUP INC (FNV, 12.63)- The financial services company said it will explore strategic alternatives to enhance shareholder value.

MINNTECH CORP (MNTX, 8.43)- The maker of dialysis equipment missed estimates by a penny as fourth quarter earnings inched up to 27 cents per share from last year's 26 cents.  Fourth quarter revenues fell 9.6% to $17.9 million.

ON ASSIGNMENT (ASGN, 28.63)- The provider of staffing services will join the S&P SmallCap 600 Index after Friday's close.

RED HAT INC (RHAT, 24)- The Linux software packager said it will start a venture capital unit, Red Hat Ventures.

WATSON PHARMACEUTICALS (WPI, 45.94)- The drugmaker missed estimates by a penny as first quarter earnings increased 78% to 41 cents per share.  Revenues in the quarter rose 13% to $179.6 million.

WEST MARINE INC (WMAR, 8)- The boating supplies retailer met expectations as its first quarter loss narrowed to 15 cents per share from last year's loss of 16 cents.  First quarter revenues increased 1.8% to $95.2 million.

AMERICAN STATES WATER CO (AWR, 29.68)- The California water utility said its first quarter earnings dipped by a penny to 32 cents per share.  First quarter revenues rose 7.2% to $38.7 million.  The company attributed the lower profits to "a delay in the implementation of new rates".

CAMBREX CORP (CBM, 40.13)-  The life sciences company said its Nepera subsidiary has reached a settlement with the Department of Justice in a price fixing case.  Nepera will pay $4 million in fines.

CATALINA LIGHTING (LTG, 4.43)- The maker of lighting products said second quarter earnings fell 33% to 10 cents per share.  Revenues were flat at $42 million in the quarter.

CEMEX SA DE CV (CX, 20.63)- The Mexican cement company has agreed to sell its hotels in Cancun and Puerto Vallarta to Marriott International for $116 million in cash.

CHICAGO RIVET & MACHINE (CVR, 23)- The maker of fasteners and rivets said first quarter earnings fell 19% to 81 cents per share.  Revenues were essentially flat at $12.4 million in the quarter.

CISCO SYSTEMS (CSCO, 67.75)- The networking giant was the subject of a negative cover story in this weekend's Barron's [editor's note: the company reports earnings on Tuesday].

DQE INC (DQE, 39.19)- The utility missed estimates by two cents as basic first quarter earnings rose 1.6% to 63 cents per share.  Revenues in the quarter inched up to $315 million from last year's $313.5 million.

INTEGRAL SYSTEMS INC (ISYS, 17.43)- The maker of ground satellite systems missed estimates by eight cents as second quarter earnings fell to 10 cents per share from last year's 14 cents.  Revenues fell 2% to $9.6 million in the quarter.  The company attributed the lower earnings to contract signing delays.

LACROSSE FOOTWEAR (BOOT, 3.94)- The maker of protective footwear said its first quarter loss widened to five cents per share from last year's loss of two cents.  Revenues increased 11.1% to $31 million in the quarter.  The company attributed the increased loss to warmer than normal winter weather, and higher shipments of closeout and discontinued products.

MCCLAIN INDUSTRIES (MCCL, 5.19)- The maker of solid waste handling equipment said second quarter earnings fell 15% to 17 cents per share.  Revenues in the quarter increased to $38.3 million from last year's $31.9 million.  The company attributed the profit drop-off to higher interest rates.

MEXICAN RESTAURANTS INC (CASA, 4)- The  restaurant operator reported flat first quarter earnings of 11 cents per share.  Revenues increased 29.7% to $15.9 million in the quarter.  Same restaurant sales rose 2.8%.

MP3.COM INC (MPPP)- The Internet music website and BMI have signed a licensing agreement that allows MP3.com to use BMI's catalog of 4.5 million songs. 

NETIA HOLDINGS SA (NTIA, 24)- Sweden's Telia AB will up its stake in the Polish telecom to 48.7% by buying 4.9 million shares of Netia at $35 per share.

PS BUSINESS PARKS (PSB, 23.43)- The REIT met expectations as first quarter funds from operations rose 10.2% to 65 cents per share.  Revenues increased 22.5% to $35.9 million in the quarter.  Gross margins in the quarter improved to 71.4% from last year's 70.5%.

RAINFOREST CAFE (RAIN, 2.97)- The theme restaurant operator reported a first quarter loss of seven cents per share, compared to last year's profit of 11 cents.  Revenues increased 2.3% to $61.2 million in the quarter, but same restaurant sales slumped 12.5%.