21:49 ET LXK Lexmark mentioned as possible Dell acquisition target in Barron's (52.30)
The Plugged In column discusses Michael Dell's recent comments about entering the printer business, and suggests that DELL might see LXK as an attractive acquisition target or perhaps as a business partner.
21:46 ET CCMP Cabot Micro gets negative mention in Barron's (42.10)
The Technology Trader column in Barron's mentions the short-seller's case against Cabot: says that company's high margins in the slurry business is attracting competition, and that while chipmakers are not replacing CCMP on existing production processes, they are looking at the competition for new processes.
21:43 ET Technology Trader column mentions bullish optical component view
The Barron's column discusses the views of a Bernstein analyst who believes that rising latency on telecom networks is a precursor to a pick-up in capital spending; mentions JDSU, AGR.A, and GLW.
21:37 ET ECLP Eclipsys gets a mention in Abelson column (7.42)
Alan Abelson's column in Barron's mentions this pick of hedge fund manager Chris Knowlton, who believes the recent pummeling of the stock after an earnings warning was overdone, and believes the stock could double.
21:32 ET Jonathan Cohen turns bullish on some Internet stocks
Barron's discusses the views of former Merrill Lynch analyst Jonathan Cohen, who was a bear on internet stocks and lost his job to Henry Blodget; Cohen now runs a hedge fund and likes these internet stocks: United Online (UNTD 10.83), LendingTree (TREE 12.62), Register.com (RCOM 7.10), CyberSource (CYBS 2.02), FairMarket (FAIM 1.26); he also recommends shorting Yahoo (YHOO 13.62).
21:27 ET IVX Ivax gets bullish article in Barron's (10.70)
Barron's discusses the problems that have hit IVX in the past year, but argues that if just a couple of its 35 applications for generics come through, the stock could recover.
21:22 ET Barron's puts positive spin on optical sector
A Barron's article makes the positive case for the telecom equipment sector, focussing on cash-rich companies that will be able to ride out the downturn: Lucent (LU), Nortel (NT), Comverse (CMVT), Tellabs (TLAB), and Ciena (CIEN). |
