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	5/8/2001 9:58:01 AM
From: allen menglin chen	of 6873

CSCO, MSFT, DELL news 07:44 ET Cisco Systems (CSCO) 19.25: -- Update -- Morgan Stanley issued mixed comments on CSCO last week (stock price at the time $17.80), noting that a recent CIO survey indicated stabilization in the N. American enterprise networking market, but that the firm would be unable to justify valuation at higher prices. Morgan now able to justify CSCO valuation based on a model that uses a more aggressive growth rate in the first two years of the rebound... CSCO shares surges to $20.80 in pre-market. 07:34 ET Cisco Systems (CSCO) 19.25: Morgan Stanley analyst Chris Stix upgrades to OUTPERFORM from Neutral noting that the stock typically moves 6 months ahead of the fundamentals. For the results to be released this evening, expects revenues to post in-line with $4.7 bln preannouncement and EPS in the range of $0.01-$0.03; expects guidance for Q4 to be unchanged. 07:33 ET Dell Computer (DELL) 25.91: -- Update -- UBS Warburg cutting estimates after computer maker reiterated Q1 guidance and announced 3K-4K in workforce reductions. Firm views headcount reduction as Dell's desire to maintain a pricing advantage in response to recent actions by competitors. Firm reducing FY02 view to $0.68 from $0.74 as it does not believe we are at the bottom of this intense price competition. 08:14 ET Microsoft (MSFT) 71.38: Thomas Weisel Partners reiterates STRONG BUY; expects introduction of new enterprise licensing contracts; if adopted by enterprise customers, TWP believes these changes will transform MSFT into an enterprise software vendor and away from PC software.

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