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Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (14845)	12/19/2000 2:23:34 PM
From: Don Hand	Read Replies (1) \| Respond to of 21142

OT: December 19, 2000 10:01 am ET Credit Suisse First Boston (AOL) reit buy On the heels of yesterday`s announcement from Time Warner (TWX, $63.3, Buy, Target $110) we would like to revisit the valuation metrics at the combined co. On an EV/EBITDA multiple for 2001 AOL/TWX is trading at a 30% discount to its conservative low 20%'s growth rate. What about the sustainability of its growth rate? We expect synergies will flow into the model and be visible in late 2001 or early 2002. (CHD) reit buy CLX Pre-announcement Bodes Well for CHD that Continues to Gain Mkt Shr. (SFA) reit buy We remain upbeat regarding the outlook for SFA's digital set top bus (53% of FQ1:01 sales). In addition believe deployments are set to accelerate in C2001 driven by commercial outs of video on demand (VOD).