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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/8/2001 9:27:48 AM
From: besttrader	of 37746

09:23 ET Microsoft (MSFT) 71.38: -- Update -- Responding to a Weisel note on MSFT (see 8:14 comment), Merrill Lynch analyst Henry Blodget says that a shift to a subscription model from a perpetual license model for enterprise agreements would be positive for Microsoft as it would produce a more predictable revenue stream and potentially reduce dependence on PC sales. 09:26 ET Valero Energy (VLO) 42.70: -- Correction -- Prudential did not upgrade VLO today, rating remains unchanged at Strong Buy. 09:23 ET SAP AG (SAP) 38.30: First Union starts coverage with a BUY rating and $45 target price; says beyond its dominant ERP software, SAP has highly competitive products for B2B marketplaces, CRM, supply chain management, product lifecycle management and others.

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