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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (1386)	6/26/2001 9:00:59 AM
From: keithcray	Read Replies (1) \| Respond to of 208838

Okay, sounds like a plan, VRTS upgraded. 08:27 ET Bear Initiates Software : Bear Stearns initiates coverage on 6 software firms: Borland (BORL 13.32) with a BUY and $20 target, Peregrine (PRGN 26.98) with a BUY and $47 target; Veritas (VRTS 61.44) with a BUY and $90 target; BMC Software (BMC 27.95) with an ATTRACTIVE and $33 target; Tibco (TIBX 13.30) with an ATTRACTIVE and $18 target; webMethods (WEBM 19.05) with a NEUTRAL

To: SusieQ1065 who wrote (1386)	6/26/2001 9:02:42 AM
From: keithcray	Respond to of 208838

08:03 ET Goldman on Tech : Goldman Sachs tech analysts Sherlund and Conigliaro revise estimates lower for much of the tech industry, citing continued US weakness, deterioration in Europe/Japan, and the strong dollar. Too many names (39) to mention, but here are a few with their new and old FY01 revenue forecasts: BRCD $516M from $521M; BVSN $351M from $383M; EMC $9.595B from $10.115B; GLW $7.271B from $7.801B; HWP $45.985B from $46.145B; IBM $92.114B from $92.709B; MSFT $25.191B from $25.291B; SEBL $2.434B from $2.464B.