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	5/25/2001 9:59:59 AM
From: allen menglin chen	of 6873

08:58 ET Oracle Corp (ORCL) 17.30: JP Morgan says its field checks are not turning up much good news for Oracle, cuts Q4 estimates to $0.13 and $3.28 bln from $0.15 and $3.60 bln; says that stock downside could be to the $13-14 range and cuts price target to $21 from $23. 08:53 ET Sanmina (SANM) 33.20: DB Alex. Brown downgrades contract manufacturer to MKT PERFORM from Buy. 08:45 ET Sun Microsystems (SUNW) 21.46: Bear Stearns Ripple Effect says that SUNW probably will not talk down numbers at next week's mid-qtr update, but will instead be vague as there is a lack of visibility. 08:42 ET eBay (EBAY) 63.26: SG Cowen initiates coverage with a "sister-kissing" BUY rating; likes EBAY's monopoly position and business model, but concerned that valuation is too extreme for the operational transition EBAY has underway and the aggregate risks such a hyper-growth story inevitably faces. 08:34 ET XO Comms (XOXO) 3.78: Morgan Stanley downgrades XOXO to NEUTRAL from Strong Buy; says new business plan is feasible but requires a leap of faith that investors are unlikely to make in the near-term. 08:31 ET Economic Data : Q1 GDP revised to 1.3% from 2.0%, roughly in line with expectations. This revision pretty much wipes out what had been an upside surprise to the original Q1 GDP figure. Not much market reaction to the report; S&P futures 2.5 below fair value; Nasdaq 100 pre-market indicator -2. 08:25 ET PeopleSoft (PSFT) 43.18: Lehman Bros making positive comments; says PeopleSoft version 8 is gaining tremendous traction among existing and new customers, instilling confidence in analyst's above consensus estimates. Reiterates STRONG BUY. 08:25 ET LM Ericsson (ERICY) 6.96: Hearing that Bloomberg is reporting that ERICY is interested in buying Lucent's (LU) wireless infrastructure division; unclear if any deal would be part of an Alcatel/Lucent merger or an alternative transaction for Lucent. 08:19 ET Lucent Tech (LU) 9.53: NY Times reporting that talks between Lucent and Alcatel (ALA) are in their final stages with the companies aiming to reach an agreement by next week, but the article still says the deal could be abandoned. The article says that Alcatel will not pay much more than current market value in what it terms a "no-premium" deal. 08:12 ET Pru Upgrades Semi Equip : Prudential upgraded the semi equipment group to STRONG BUY from Accumulate, citing some signs of selective end market stabilization which could serve as a precursor to a directional change revenues in August/September. Upgraded the following to STRONG BUY from Accumulate: AMAT (price target 67 from 60), KLAC (69 from 58), and TER (53 from 40). Other ratings left unchanged: NVLS at STRONG BUY (68 from 64), LRCX at ACCUMULATE (36 from 28), KLIC at HOLD (20 from 15). 08:10 ET Ditech Corp (DITC) 16.53: -- Update -- Robertson Stephens downgrades to MKT PERFORM from Buy after management lowers guidance; notes that Qwest appears to have dramatically slowed its deployment of Ditech echo platforms; firm slashes 2002 est. from $0.52 to a loss of $0.62; revenue forecast cut to $65 mln from $132 mln 06:39 ET Rambus (RMBS) 12.33: EBN Online reporting that Rambus has lost another patent infringement case; this time to Micron (MU) in Italy. EBN says the details are sketchy, but that it appears the Italian judge dismissed the case for reasons similar to those cited in the Rambus/Infineon (IFX) case, in which the judge ruled that Infineon's SDRAM does not use the same multiplexed bus described in Rambus patents. 06:33 ET QXL ricardo (QXLC) 2.23: European online auctioneer announces that QXL services will be featured via Microsoft's soon-to-be launched Windows XP operating system as well as through Microsoft's instant messaging service.

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