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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 671.93

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Nov 14 4:00 PM EST

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To: Johnny Canuck who wrote (36418)	3/13/2002 5:26:41 AM
From: Johnny Canuck	Read Replies (1) of 68049

Lehman on Semi Cap Equip : -- Before Open -- Lehman Brothers believes sector fundamentals are on the mend but remains concerned about the sustainability of the upturn given increased customer concentration, weak electronic end mkts, and excess manufacturing capacity. Firm is encouraged that orders will likely increase on a seq. basis in the coming qtrs but notes that shares are trading well above historical trough levels (discounting a robust recovery in H202, something Lehman believes is unlikely to happen). Merril Commun Conf (Day 1) : -- Before Open -- FFIV announced that the recently released Big-IP 2000 and 5000 products are selling "exceptionally" well and reaffirmed its commitment to the emerging blade server market. Based on channel checks, Merrill believes the co. is at least on target to meet Q2 expectations. FNSR reiterated its positive outlook for growth this qtr (up 8%) and for next fiscal year (up about 50%); expects strength this qtr to come from both GigE and Fibre Channel Sales (over the last 2 qtrs this has see-sawed back and forth); co. still expects to return to profitability by the end of the next fiscal year. Prudential on Retailing : -- Intraday -- Prudential says that, after the first week of the five-week March period, most retailers are meeting their sales plans. However, fewer retailers are exceeding their sales plans this month compared with the previous two months; notes that only Target and May are running slightly above plan after the first week. Pru expects the trend of relative strength at the discount stores to continue in March. While generally becoming more selective, firm continues to recommend an overweight position on the broadline retail group. Pru's best ideas include: TGT, FDO, WMT, and HD in the growth area and S, MAY and JWN in the value area.

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