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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: red_dog who wrote (58824)	8/31/1999 4:44:00 PM
From: red_dog	Read Replies (2) \| Respond to of 120523

ANALYST(S): ROBERTSON-STEPHENS, BANCBOSTON RATING: NR Download PDF Synopsis: The following synopsis is qualified in its entirety by the more detailed information contained in the full research report, including the discussion of certain risks associated with an investment in this security contained in "Investment Risks." Research dated prior to September 1, 1998 was prepared by an entity that was acquired by BancBoston Robertson Stephens Inc. Initiation of Coverage Internet Capital Group ab (ICGE $58-7/8, Buy) Initiating coverage of the "GE of the Web" with a Buy rating . . . Keith E. Benjamin, CFA (415) 693-3285 Sungard Data Systems, Inc. (SDS $25.25, Long-Term Attractive) 1998 EPS: $1.21 1999E EPS: $1.41 2000E EPS: $1.67 Initiating coverage of leading financial institution systems company; we see compelling valuation but are waiting for the Y2K dust to settle . . . Andrew W. Jeffrey, CFA (415) 676-2731 Rating Change Cadence Design Systems (CDN $12-1/8, Buy) Upgrading to Buy from Long-Term Attractive based on improving fundamentals and valuation; 12-month price target is $20 . . . Daniel T. Niles (415) 693-3241 Estimate Change (Down) Tricon Global Restaurants, Inc. (YUM $41.19, Buy) 1999E EPS: $2.39, down from $2.40 Trimming Q3 estimate; Believe long-term story remains in place . . . Andrew M. Barish (415) 693-3429 Comments AMFM Inc. (AFM $47.50, Buy) Q3 on track; Q4 looking even better; reiterate our Buy with shares trading at 13x 2000E EBITDA. . . William M. Meyers, CFA (212) 407-0496 FatBrain.com a (FATB $15, Buy) Launching eMatter distribution service; expanding print-on-demand strategy . . . Keith E. Benjamin, CFA (415) 693-3285 F5 Networks ab (FFIV $62, Buy) Extremely Fffffine! - F5 partners with Extreme Networks ab . . . John F. Powers (415) 693-3314 Sun Microsystems a (SUNW $75.63, Long-Term Attractive) Quarter tracking a hair better; linear bookings and billings . . . Daniel T. Niles (415) 693-3241