Earnings After The Close…

Stocks
roared back in late trading with oil prices making a 21-year high at $43.05.

Dynergy
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reported earnings of $10 million with revenue up at
$1.44 billion. Its power generation business rose 7% as the company raised 2004
outlook expecting earnings of 5 cents a share. Semiconductor Cree
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earnings rose to $21 million on sales of $90.8 million and said Q1 sales would
be around $96 million with earnings at 27 cents a share. Comcast 
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reported earnings of $262 million with on revenue of $5.07 billion. The company
raised operating cash flow outlook to $7.5 billion and boosted its stock buyback
program to $2 billion.

Magma design
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beat earnings by a penny with revenue rising 57.9% year over year to $36
million. Starbucks
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said July same-store sales rose 10%.
 ESS Technologies
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reported lower earnings at $0.10 cents a share with revenue up
147.8%.

Russian bailiffs ordered YUKOS
to halt sales of property–including oil, adding pressure to a tight global oil
supply. Yukos provides about 2% of the world oil supply. Time Warner
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reported earnings of $777 million on higher television revenue and the Harry
Potter movie. Revenue rose 10% to $10.9 billion and raised profit outlook to
rise in the low double digits range.

Sina

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was lower despite beating earnings forecasts by 2
cents and warned on Q3 revenue. Earnings more than doubled to $18 million with
revenue up 89% $49.2 million.
Boeing
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reported earnings of $607 million

with a one-time gain accounting for 25 cents of the earnings. Revenue rose 3% to
$13.1 billion with its defense business accounting for 55% of the revenue. To
date, there have been 200 orders of its highly anticipated 7E7 jet.

After the close, ESS Tech
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missed and guided lower; MetLife [MET}MET] beat by 0.11 and
guided higher; InfoSpace
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beat by 0.13 and guided higher;
Schwab
said it will close 53 branch offices. ChevronTexaco
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announced a 2:1 split and raised its dividend.

Dow +31.93 10117.07.03
S&P 500 +0.59 1095.42
Nasdaq -10.84 1858.26

Strong today were: Amex Gold
Bugs

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+1.88%, Gold and Silver
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+1.16%,
Biotechs
 
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+1.13%, Oil Services
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+0.90%,

Weak today were: Disk Drives
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-2.35%, Internet
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-1.73%.

Economic news releases today
include durable orders that rose a mere 0.7%.

10-year Notes were +55
at 109 265

The dollar
was -0.04 at 89.94

Gold was +2.00 at 389.50

Crude Oil was -0.30 at
42.60

Volume was 1.54 billion
on the NYSE, and 1.83 billion on the Nasdaq.

Market breadth was mixed

NYSE Issues
Advancing 1650 Up Vol 698
Declining 1614 Down Vol 826
Ratio 1.02 1.18
Nasdaq
Advancing 1180 Up Vol 599
Declining 1901 Down Vol 1212
Ratio 1.61 2.02

ConocoPhillips
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reported earnings that almost doubled to $2.08 billion on record oil
and gasoline prices. Revenue was up 25% at $31.9 billion.

Garmin
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beat earnings by 6
cents and boosted FY04 outlook.

US Steel
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surged after reporting earnings of $211
million on strong steel demand and prices. Revenue rose to $3.47 billion and
declared a 5 cent dividend to its common share holders as of record on August
18th.

Louisiana-Pacific
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was
higher after reporting earnings of $192 million as a rebound in new home
construction helped boost its revenue to $745.3 million.

Brice Wightman