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Strategies & Market Trends : Sharck Soup
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To: Sharck who started this subject5/3/2001 1:08:50 PM
From: besttrader   of 37746
 
Novellus (NVLS) 51.91 -3.58: -- Update -- Company's manangement speaks at Merrill Lynch Hardware Technology Conference: referring to industry conditions, management believes that the industry can not sustain an upturn before 4Q01; as for the new technologies of 300 mm and copper, NVLS believes its average market share could be over 50% vs typical share of 20-30% in the 200mm space; firm maintains Neutral/Buy rating.

Lowe's Cos (LOW) 62.98 -1.25: Buckingham Research initiates coverage on home improvement retailer with a NEUTRAL rating following a sharp run-up in price, particularly given firm's concerns about near-term results; longer-term view for the stock is favorable given its visible growth opportunities; on the macro side, investor sentiment is generally positive, given an up-tick in existing home sales, healthy refinance activity, and improving lumber prices.

Michaels Stores (MIKE) 33.59 -0.28: Hoak Breedlove Wes upgrades to BUY from ACCUMULATE rating with price target of $55; firm's confidence in the ability to achieve forecasts has improved; while stock has rallied from recent lows, valuation remains low relative to the growth rate and other comparable companies; thinks that the competitive environment remains fairly weak; given company's weak 4Q last year, thinks the odds of another miscue in the 4Q are remote.
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