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To: E.J. Neitz Jr who wrote (34279)11/6/2001 8:53:59 AM
From: E.J. Neitz Jr  Read Replies (1) | Respond to of 53068
 
Actually, this morning I am pissed at myself. When I should have been watching AETH yesterday I was watching CSCO. The nice % move made in AETH is a lot more than anything the next day in CSCO. Anyway, there are more AETH out there...back to monitoring them.



To: E.J. Neitz Jr who wrote (34279)11/6/2001 8:57:19 AM
From: Kelvin Taylor  Respond to of 53068
 
I completely agree with the anal-yst comment. they ALL guess with no clue what is really going on.

interesting that the media say they "beat by 2 cents"

i took some profits yesterday. will look to take more if the run continues.



To: E.J. Neitz Jr who wrote (34279)11/6/2001 9:02:28 AM
From: Ron McKinnon  Read Replies (3) | Respond to of 53068
 
Cisco Systems (CSCO) 17.90:

ABN AMRO upgrades to BUY from Add While stock expensive on a P/E or PEG basis, firm's DCF model produces long-term value of $22. However, b/c firm expects this quality name to command a premium, sets 12-month target of $25.

Salomon Smith Barney raises estimates for FY02 to $0.23 from $0.16 and FY03 to $0.40 from $0.32. New price target of $23 is based on multiple of 40-45x calendar 2003 earnings or roughly 2x expectations for CSCO long-term growth of 20-25%.

Lehman upgrades to STRONG BUY from Buy and increases price target to $23 from $20.

CSFB: $23 from $18

Robertson Stephens: $11 from $7.50.

what I an debating today is if we are at a short term market top or not
it feels and looks so to me but the mutual funds will decide, not little old me

so many stocks have run 50-100% since the Sept lows

for charting I am now keying off of the Spring selloff lows and the 9-11 halt prices



To: E.J. Neitz Jr who wrote (34279)11/6/2001 9:16:29 AM
From: BWAC  Read Replies (1) | Respond to of 53068
 
AETH,

Yeah bummer it ran up past $8. The only thing I can think of doing now is either a covered call at the $7.5 strike price, or see if selling the $10 strike puts will get me in for under $8 effectively. I'd like November, but would consider December.