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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/2/2001 10:49:49 AM
From: besttrader	of 37746

Cabot Micro (CCMP) 71.40 +4.33: Salomon Smth Brny upgrades supplier of slurries used in chemical planarization to BUY from NEUTRAL and ups price target to $85 from $60; firm sees expectations that fab utilization rates in Asia will bottom in the Jun Q as positive, combined with book-to-bill ratios of Taiwan foundries above 1.0 for Q1; believe that CCMP's long term top-line growth should be at least 30%. Cheap Tickets (CTIX) 11.32 +0.75: Dain Rauscher Wessels upgrades to BUY AGGRESSIVE from NEUTRAL rating; says industry growth appears compelling and investable; numerous internal initiatives should begin to impact numbers; initial tests of the new ad program were very strong; price target is $15, but says it could go higher on short covering. Waters Corp (WAT) 57.20 +1.52: Dain Rauscher Wessels initiates coverage with a STRONG BUY; says Waters is uniquely positioned to leverage its broad portfolio of drug discovery technologies to further penetrate the rapidly growing life sciences market, and is poised to capitalize on the significant growth opportunity in proteomics; firm projects annual operating margin improvements in the 50-100 basis point range, driving earnings growth in the 19%-20% range in 2001 and 2002. Hasbro (HAS) 12.60 +0.04: Banc of America Sec initiates coverage with a MARKET PERFORM; says company faces tough comparisons for most of FY01 from both Pokemon (26% of FY00 revenues and whose popularity appears to be waning) and the Star Wars toy line; HAS suffers from an increasingly heavy balance sheet with $1.3 billion in debt, while its revenues are subsequently declining. Integrated Device (IDTI) 43.70 +3.23: Banc of America initiates coverage with a BUY rating and price target of $50, reflecting firm's belief that IDTI is building an improving and enduring semiconductor franchise with prospects warranting consideration beyond near-term technology market turbulence.

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