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 : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (620)	6/22/2001 8:12:07 AM
From: 2MAR$	Respond to of 208838

AOL Time Warner (AOL) 55.00: Goldman Sachs trims estimates on AOL: reduces 2001 EBITDA estimate by $175 mln to $10.8 bln; cuts come in AOL, music, and publishing; still recommends stock and notes that it is the only stock in this segment that had not previously seen its estimates cut.

To: $Mogul who wrote (620)	6/22/2001 8:55:39 AM
From: keithcray	Respond to of 208838

08:51 ET SoundView on Opticals : -- Update -- Hearing from sources at Wit SoundView that the firm did indeed upgrade Nortel (NT 8.45) to BUY from Hold (see 8:10 comment), saying that recent guidance reductions set the stage for gradual improvement. Upgraded JDS Uniphase (JDSU 10.91) to STRONG BUY from Buy, saying customer activity levels are unsustainably low and Sep qtr guidance will prove too low. The firm also upgraded Optical Communications (OCPI 10.56) to STRONG BUY from Buy, saying qtr is in-line.