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To: Johnny Canuck who wrote (32862)	6/18/2001 10:14:22 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69177

08:22 ET Solly on Semi Equip : Details on the aforementioned price target hikes: Salomon Smith Barney expresses confidence in a second half uptick in bookings and believes that May book/bill numbers released on June 21 will be a catalyst; AMAT target to 70 from 55, NVLS to 75 from 69, ACLS to 25 from 18, ENTG to 19 from 14, KLAC to 74 from 48, NANO to 41 from 17 08:14 ET THQ Inc (THQI) 54.93: CSFB reiterates BUY and ups price target to $70 from $50; says that THQI is one of the best positioned to take advantage of growth in interactive entertainment. 08:07 ET Microsoft (MSFT) 68.02: -- Update -- Sources at Salomon Smith Barney saying that the firm is coming out cautious on MSFT; believes June and Sep qtrs may be at risk by 1-2 cents and a couple million on revenues; cites weak IT spending and deterioration in Europe and Asia. Firm still positive on FY02 and reiterates BUY and $85 target. 08:03 ET IBM (IBM) 113.60: Goldman Sachs hardware analyst Laura Conigliaro previews IBM's quarter; cuts revenue growth forecast to 3.0% from 3.5% due to foreign exchange; also discusses a "realistic worst case scenario" - says this would be flat revenues and a 5-6 cent EPS miss vs her $1.14 forecast. 08:01 ET Global Crossing (GX) 8.66: First Union downgrades to MKT PERFORM from Buy; cites research that suggests the industry is slowing the rate of long-term IRU commitments, opting instead for shorter-term capacity contracts. Firm estimates that a 20% reduction in IRU sales over the next seven qtrs could jeopardize GX's fully funded status. 07:58 ET Goldman on Net Infrastructure : Goldman Sachs cutting estimates on the internet infrastructure sector, citing dot-com erosion and expected pricing pressures in the second half of 2001; cuts FY02 revenue estimates on EXDS by 18%, ISLD by 22%, and MFNX by 29%. Goldman says that neutral-platform hosting company Equinix (EQIX) might buck the trend and make its numbers. 07:55 ET Akamai Tech (AKAM) 7.51: Goldman Sachs initiates with a MARKET OUTPERFORM rating; says that while near-term market will prove challenging, AKAM is the clear leader in the critical content delivery market.