Pump's daily trading recs, emphasis on short selling Message Board

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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: Michail Shadkin who started this subject	6/14/2001 12:28:58 PM
From: allen menglin chen	of 6873

12:10 ET Veeco Instrmnts (VECO) 40.69 -1.22 (-2.9%): CSFB believes the company can achieve firm's Q2 (Jun) revenue and EPS estimates of $116.5 mln and $0.41 per share despite warning issued by company that orders would be in the $80-90 mln range versus prior guidance of $100-110 mln; street consensus of $0.44 could be difficult however; anticipates continued sluggishness in new orders and backlog; stock is still driven by the optical business, which could be sluggish possibly through the end of the year. 11:03 ET Nortel Networks (NT) 11.00 -0.05 (-0.5%): Sources at Lehman telling us that firm sees potential for further negative catalysts ahead, including possibility of additional restructuring comments in the next several weeks -- though Lehman thinks investors are already anticipating such news. 10:22 ET Cisco Systems (CSCO) 18.54 -0.48 (-2.5%): -- Update -- Hearing from sources at Lehman that they are making positive comments on Cisco; says CSCO may have won a contract from AT&T (T).

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