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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: JakeStraw who wrote (977)	2/8/2000 11:15:00 AM
From: Esway	Respond to of 5499

TEKELEC (TKLC) 34 1/16 +7/16: Jefferies & Co. raises numbers after a conversation with management. FY01 EPS estimate goes from $0.86 to $0.90 and price target raised from $34 to $40 (45x FY01E) as they are more confident in the company's ability to migrate its SS7 products to an IP platform. Rating is BUY.

To: JakeStraw who wrote (977)	2/8/2000 11:28:00 AM
From: Esway	Read Replies (1) \| Respond to of 5499

AOL now they are saying it wasn't a downgrade:America Online (AOL) 58 1/8 +1/4: --Update-- Deutsche Banc Alex Brown issued a correction on this morning's downgrade of AOL saying it was not actually a downgrade but rather coverage was picked up by a new analyst with a BUY rating (the stock had previously been rated STRONG BUY).

To: JakeStraw who wrote (977)	2/8/2000 11:29:00 AM
From: Esway	Read Replies (2) \| Respond to of 5499

LU taking it on the chin again today:Lucent Technologies (LU) 56 5/8: Schroders downgrades from OUTPERFORM to UNDERPERFORM following channel checks on the March quarter; circuit switching products - including Class 5 switches - are seeing weak demand and are subject to substantial discounting. Also hearing about substantial turnover in the organization. Q2 revenue estimates cut from $9.7 bln to $9.2 bln; FY00 EPS cut from $1.28 to $1.23 and FY01 from $1.55 to $1.45.