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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Sir Auric Goldfinger who wrote (7597)3/12/2001 11:50:10 AM
From: RockyBalboa  Read Replies (1) | Respond to of 19428
 
The underwriters are defending Loudclout like a lion... brave men!



To: Sir Auric Goldfinger who wrote (7597)3/13/2001 10:04:38 AM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 19428
 
The case agasint POSO continues, LTRE lowered by Piper due to "lack of visibility in the sector: " Rating Changes

Learning Tree International, Inc. (#) (LTRE - 30 1/16)
Buy; EPS 01E $1.90, 02E $2.25; Mkt Cap $685.4M; Avg Vol 210,340; Target $50
(25.1x CY01 EPS of $1.99)
Lowering Opinion From Strong Buy To Buy Based On Reduced Visibility On The
Demand For IT Training Due To The Slowing Economy; Lowering Price Target
From $75 To $50
Mark A. Marostica, 612-303-5572 or mmarostica@pjc.com

Estimate Changes

Handspring, Inc. (#@) (HAND - 21)
Strong Buy; EPS 01E ($0.27), 02E $0.08; Mkt Cap $3,168.9M; Avg Vol 1,488.2
(000s); Target $55 (11x FY02 Sales)
Handspring Introduces The Visor Edge; The Company's New Product Promises To
Be Everything The Palm V Is And Then Some; The New Visor Boasts 8MB Of RAM
And A 33 MHz Processor; The Company Also Announces Availability Of Visor
Products In Two New International Markets - Australia And New Zealand;
Given Current Market Conditions, We Are Reducing Our Price Target From $110
To $55; Price Target Is In Line With Handspring's Comp Group; Although
Macro Economic Softness Probably Mitigates Upside Opportunity, We Remain
Comfortable With Our Revenue Target Of $120.0 Million And EPS Of ($0.06);
We Reiterate Our Strong Buy Rating On Handspring
Samuel S. May, 650-838-1383 or smay@pjc.com

Initiating Coverage

None

Other Comments

Angiotech Pharmaceuticals, Inc. (#@) (ANPI- $44.00)
Buy; EPS 01E ($0.67), 02E $0.48; Mkt Cap $671.1M; Avg Vol 21,810; Target
$65 (DCF Analysis of Stent and MS Opportunities)
Angiotech And Cook Inc. Jointly Announce Cook's Receipt Of FDA Approval To
Begin A U.S. Study Of Its Paclitaxel-Coated Stent. Although There Are No
Financial Payments Attached, This Is A Major Milestone For ANPI's Stent
Program. Details For The Domestic Studies Aren't Yet Locked Down, But Cook
Is Positioned For A Late '03 Approval In The U.S. If The Company Has Smooth
Sailing Both In The Clinic And With The FDA. We Are Not Altering Our Model
At This Time, And We Maintain Our Buy Rating.
Arch C. Smith, 612-303-6263 or asmith@pjc.com

The CIT Group, Inc. (#) (CIT - 22.75)
Neutral; EPS 01E $2.55; Mkt Cap $6.0B; Avg Vol 669,000; 01 PE/Growth 71%
CIT To Be Acquired By Tyco International For $35.02 Per Share
Michael J. Grondahl, 612-303-5536 or mgrondahl@pjc.com

EGL, Inc. (#) (EAGL - 23 5/8)
Strong Buy; EPS 01E $1.60, 02E $1.94; Mkt Cap $1,134M; Avg Vol 127,000; 01
PE/Growth 0.66x; Target $38 (19.5x 2002 EPS of $1.94)
EGL Management Comfortable With $1.60-$1.70 2001 EPS; Positive Outlook As
Merger Synergies Should Soon Begin To Take Effect; Maintaining Our 2001 And
2002 EPS Estimate Of $1.60 And $1.94, Respectively; Maintaining Strong Buy
With 12-Month Price Target Of $38
Stephen Jacobs, 612-303-6432 or sjacobs02@pjc.com

Specialty Finance Update - FNF-#@, FAF-#
FNF and FAF Stock Performance Highly Correlated To 10-Year Treasury Yields
Michael J. Grondahl, 612-303-5536 or mgrondahl@pjc.com

Some or all of the following hedges may pertain: (#)U.S. Bancorp
Piper Jaffray Inc. makes a market in the company's securities. (~)A
U.S. Bancorp Piper Jaffray Inc. officer, director, or other
employee is a director and/or officer of the company. (@)Within the
past three years, U.S. Bancorp Piper Jaffray Inc. was managing
underwriter of an offering of, or dealer manager of a tender offer
for, the company's securities or securities of an affiliate.
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