Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: zx who wrote (10625)	6/13/2001 3:10:53 PM
From: zx	Respond to of 19633

ET Micromuse (MUSE) 35.78 -7.73 (-17.8%): -- Update -- Merrill Lynch defending stock from competitor comments that MUSE's qtr is back-end loaded. Merrill met with management yesterday, who indicated that the qtr is tracking well. Firm's own checks indicate that the first two months of qtr have tracked well. Merrill generally concerned about the environment, but has no reason to believe that the qtr is more back-end loaded than usual... Firm also believes that investors could be worried that MUSE takes a cautious tone at presentation this afternoon.

To: zx who wrote (10625)	6/14/2001 7:56:25 AM
From: Tom Hua	Read Replies (3) \| Respond to of 19633

zx, MUSE dropping a few more pts this morning after the massacre yesterday. Careful catching a falling knife. It'll bounce, but could be from the 20s. 07:34 ET Micromuse (MUSE) 35.25: DB Alex. Brown downgrades to BUY from Strong Buy as anecdotal evidence accumulates suggesting slowing business momentum. Says that customers opting for smaller initial deployments and management tone is incrementally cautious with regard to outlook. Firm maintaining estimates but sees diminished opportunity for upside driven by traditional MUSE performance in this environment. Regards, Tom