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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (4827)	5/7/2001 8:54:42 AM
From: keithcray	Respond to of 5732

08:14 ET Microsoft (MSFT) 70.75: UBS Warburg analyst Don Young believes that company is in the process of making a major change to their software licensing policies and a public announcement may be coming shortly. Key aspect is a shift from perpetual software licenses to non-perpetual licenses. Move would result in more stable and predictable license revenues for mature software lines like windows and office, and lessen dependency on volatile PC shipments and software upgrade cycles... Analyst reiterates Strong Buy rating 08:33 ET Vitesse Semi (VTSS) 35.44: Optical networking site Light Reading reporting that VTSS will unveil a new switch fabric at Networld+Interop tomorrow; the new product - GigaStream - can support 64 gigabit ethernet ports, and features load balancing among the chips on the switch card. 08:48 ET Yahoo! (YHOO) 20.13: Hearing from sources at Wit SoundView that the firm believes a continued weak ad market will limit Yahoo's revenue growth, and a sale of the company is less likely given that it would highly dilutive to an acquirer; firm says it would be a seller of the stock at these levels.