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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (32459)	5/24/2001 3:12:46 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70185

B2B Stocks Resumed : New analyst at Salomon Smith Barney resumes coverage of B2B stocks; analyst assumes coverage of Commerce One (CMRC 8.20 -0.74) with an Outperform rating and 12-month target of $11 and Ariba (ARBA 6.75 -0.27) with a Neutral rating and 12-month target of $8; firm's previous rating on ARBA was an Outperform... Believes CMRC is better positioned in the intermediate-term to execute on its vision based on strength of their partnerships with SAP and Microsoft as well as their diversified biz model.

To: Johnny Canuck who wrote (32459)	5/24/2001 9:44:03 AM
From: Return to Sender	Respond to of 70185

Harry within those conflicting views there lies some excellent trading opportunities. I am considering buying the SMH when I feel it has hit a short term bottom again. Keep up the excellent work! Semi Equipment : Bear Stearns' Ripple Effect says that book-to-bill of 0.42 in April will likely disprove the view that the worst is behind us, and notes that the NVLS mid-qtr update is May 31 and that there may be some risk to estimates. An alternative view comes from ABN AMRO, which cheers the terrible book/bill number as evidence that the bottom in orders will come in Q2, a quarter earlier than expected; reiterates BUY ratings on NVLS, AMAT, LRCX, KLAC, CYMI and ups price targets by 25% on average. Thank you, RtS