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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who wrote (295)1/2/2001 8:39:49 AM
From: 2MAR$  Read Replies (2) of 6445
 
Robbie on Internet Infrastructure : Robertson Stephens downgrades a number of stocks based on a lower IT spending outlook; downgrades CFLO, NETE, and QSFT to BUY from STRONG BUY; while EMC, CERT, INKT, ISSX, NTIQ, NTAP, NENG, VRSN, and VRTS go to LT ATTRACTIVE from BUY. Only CHKP left unchanged with a BUY rating.

Robertson Stephens on I-Security : Downgrades both Internet Security firms, Verisign (VRSN) and Internet Security Systems (ISSX), to BUY from L/T ATTRACTIVE; again firm cites slowing IT spending but believes ISSX well position in intrusion detection market

NetIQ Corp-NTIQ cut buy to long-term attractive@RSSF weak IT spending trend

VRTS VRSN MACR (130PE) NTAP ISSX downgraded this am.
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