Joe Osha on CNNfn - synopsis
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Re: Joe Osha at MER, price targets for TXN, ADI, BRCM, VTSS, PMCS,...
From: Marilyn Smilie
Date: 17 Jun 1999
Time: 08:28:22
Remote Name: 209.224.198.11
Comments
Joe Osha at MER, price targets for TXN, ADI, BRCM, VTSS, PMCS, CNXT, GALT
Joe Osha, semi conductor analyst at Merrill Lynch
Upgraded a bunch of semi conductor stocks a few day ago, calling for higher earnings
Looked at rate of industry growth and decided it was too low
TXN $155 price target
ADI Analog Devices target $152
BRCM Broadcom target $150
VTSS Vitesse semicond. Target $74
PMCS PMC Sierra target $74
CNXT Conexant systems target $66
GALT Galileo tech target $45
Thoughts on Y2K: they are watching it, no evidence for major slow down
Last changed: June 17, 1999 |
