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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (45796)1/4/2002 9:25:24 AM
From: Sully-  Read Replies (1) | Respond to of 65232
 
08:51 ET Telecom Equip : Hearing from sources at Bernstein that analyst Paul Sagawa expects strong stock performance for the telecom equipment sector in 2002 as a cyclical upturn begins in the second half of the year; he believes that "sexy" stocks such as CSCO are overvalued and that MOT and ERICY will still struggle with unwieldly cost structures, but recommends NOK, LU, COMS, PALM, and NT, in order of preference.



To: Jim Willie CB who wrote (45796)1/4/2002 12:15:59 PM
From: Sully-  Read Replies (1) | Respond to of 65232
 
12:10 ET ABN AMRO on Oils : ABN AMRO cautious on select oils: slashes 2002 ests for CVX to $4.25 from $4.85 (consensus $4.73) due to weakness in refining, marketing, and gas E&P; KMG to $1.05 from $2.00 (consensus $2.61) due to weakness in gas and titanium dioxide pigment biz; and OXY to $1.40 from $1.90 (consensus $1.69) due to weakness in gas and chemicals.


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