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To: NOW who wrote (12067)6/14/2002 4:06:47 PM
From: Bill Harmond  Respond to of 57684
 
UTStarcom (UTSI) 19.45 -0.79: CSFB believes current drag on UTSI share price (3.9% in today's session) due to recent news flow is misplaced and represents buying opportunity; is confident UTSI will exceed high end of firm's guidance est of $205 mln in revs and EPS of $0.23 for Q202. Firm says co. has best visibility in their coverage universe with firm orders to cover revenue expectations through at least Q302. Firm reiterates Strong Buy rating and $40 price target.



To: NOW who wrote (12067)6/14/2002 9:35:17 PM
From: Mark Fowler  Read Replies (3) | Respond to of 57684
 
I'm thinking about buying Csco, Vrsn, and Brcd



To: NOW who wrote (12067)6/18/2002 11:12:13 AM
From: fedhead  Read Replies (1) | Respond to of 57684
 
I don't think this is bottom. There was some panic on
friday and we are rallying off that. I think the real bottom will come in at lower levels and see sustained fear
for many days as opposed to the momentary panic we saw on friday.

Anindo


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