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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: TechTrader42 who wrote (27013)	1/4/2002 12:14:33 PM
From: jjstingray	Respond to of 52237

Does anyone know when Don is coming back?

To: TechTrader42 who wrote (27013)	1/4/2002 12:14:42 PM
From: Chris	Read Replies (3) \| Respond to of 52237

11:35 ET Merrill Lynch on Internet/Video Games : Firm believes the Internet sector has hit bottom. The online ad market should bottom soon, which would help Yahoo (YHOO 18.99 -0.14). As for the video game stocks, Electronic Arts (ERTS 62.58 +1.60) and Activision (ATVI 26.81 +0.46) gained a lot of market share in the quarter. Firm expects ERTS to show strong upside to expectations while ATVI should show modest upside. THQ, Inc. (THQI 51.63 +2.04) should also show upside. 11:30 ET Merrill Lynch on Technical and Design Software : Macromedia (MACR 20.39 +0.43) and Parametric (PMTC 7.85 -0.21) recently warned, but the firm is generally comfortable with the other names. Firm likes AutoDesk (ADSK 38.69 +0.09), Adobe (ADBE 36.35 +3.27), MSC Software (MNS 16.35 +0.20). 11:26 ET Merrill Lynch Q4 Enterprise Software : Firm expects Q4 to be more positive than Q3 with fewer warnings. Firm expects a modest sequential improvement in the quarter. Because the stocks have run so strongly, firm does not expect much upside if a company reports in-line and expects profit taking if a company misses as was the case with Peregrine (PRGN 9.45 +0.18). Merrill prefers stocks that are market leaders and have strong balance sheets such as Mercury Interactive (MERQ 35.20 +0.18). Firm also expects i2 (ITWO 8.72 +0.11) to meet or beat estimates.