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Strategies & Market Trends : Sharck Soup
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To: Sharck who started this subject5/11/2001 10:44:30 AM
From: besttrader   of 37746
 
Siebel Systems (SEBL) 43.53 +1.50: This morning, CIBC Wrld Mkts reiterates STRONG BUY following the information software systems provider's eBusiness World Conference yesterday; firm reports that company is clearly using economic downturn to gain market share from competitors, demonstrated impressive multichannel CRM strategy and provided a much deeper overview of their new ERM product.

Tut Systems (TUTS) 2.43 -0.77: Robertson Stephens downgrades to MKT PERFORMER from LT ATTRACTIVE based on disappointing Q1 (Mar) and lack of visibility as to short-to-intermediate-term turn around. Firm significantly cuts estimates going forward, 2001 revenues now $19.9 mln from $41.5 mln, sees EPS of a loss of $3.19 from previous loss of $2.00.

Handspring (HAND) 10.65 -0.29: JP Morgan initiates coverage with a MARKET PERFORM rating and a 12-month price target of $12; notes that nearly 100% of revenues derive from device sales in the consumer market, a highly competitive business with lowering margins; says HAND is currently lacking products and services to address enterprise market and wireless data services; sees short-term lack of visibility due to price-based competition with Palm.

Palm Inc (PALM) 7.67 +0.17: JP Morgan initiates coverage with a long-term BUY rating and price target of $10; says company is in the midst of massive market opportunities relating to handheld computing, handheld communications and enterprise solutions; says revenue mix must change because 93% of today's revenues derive from device sales, a highly competitive business with lowering margins; short-term visibility is poor due to the inventory overhang.
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