Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (30537)	1/24/2000 10:29:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

<<AMZN reit strong buy, enters online car buying business with greenlight.com investment, '99 estimates ($1.11), and 00 estimates ($1.20)>> DELL reit buy, target $60, IDC December Q PC shipment data suggests Dell's January Q will be a nail biter as we thought, FY '00 estimates 0.74, FY '01 estimates $1.07 <<ETEK reit 1-1, raised ST target from $231 to $292, raised LT target from $323 to $350, we are confident merger with JDSU goes through>> <<LU reit neutral, Forbes reports tracking stock possible for LU's optical business could unlock significant value, FY '00 estimates $1.35, FY '01 estimates $1.60> <<VERT reit strong buy, raised target to $300, a defining event in which MSFT is committing more than $220M of business to company over the next 3 years, expecting strong 4Q earnings & continued positive catalysts >> <<ERICY upgraded from outperform to strong buy, mobile Internet momentum, target $90>> <<TLAB reit strong buy, strong December qtr expected, target $105 <<VERT reit strong buy, announce deal with MSFT, target $350 <<AMZN upgraded from market outperform to trading buy, target $95, announces marketing agreement to monetize its customers <<TMX reit attractive, announces a merger with EMI, the merger strengthens both companies where they are weakest, merger gives combined company an estimated value of $17 billion

To: IQBAL LATIF who wrote (30537)	1/24/2000 4:39:00 PM
From: KHS	Read Replies (1) \| Respond to of 50167

<<, I would take a close look at the DSL Stocks. Names such as RTHM, COVD, NPNT are good solid plays in this aread. I seldom see AWRE mentioned as a good DSL play. AWRE is an intellectual property company. Key supplier for ADI and signed a contract with Intel last November. Earnings this Thursday. I refer to AWRE as the "mother of DSL". Visit the AWRE thread on SI for info. Good luck to all. P.S. OJ, wish Eagles hired Dick Vermeil.