08:43 ET 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.
08:42 ET 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 |
