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To: Kelvin Taylor who wrote (50387)1/7/2004 9:43:41 AM
From: E.J. Neitz Jr  Respond to of 53068
 
News on 2 of my holdings....way to go on SNDK!

8:58 am ET ORCL added to Wedbush Focus List 13.60: Wedbush Morgan adds Oracle to their Focus List and raises their target to $18 from $16; firm finds the stock timely given the likelihood of upbeat earnings reports from competitors during Jan, as well as upcoming comments at the co's annual AppsWorld user conference and semi-annual analyst day in late Jan. Firm also considers ORCL's valuation compelling vs its high-quality peers, and believes that it can trade to a PE multiple of 28x their CY05 est (which is still below the group avg).

8:56 am ET Nortel selected by Verizon to accelerate building of VoIP network (NT) 4.76: -- Update



To: Kelvin Taylor who wrote (50387)1/7/2004 9:58:27 AM
From: Larry S.  Read Replies (2) | Respond to of 53068
 
KT, what if the positive news on SNDK's sales is company specific, and not sector wide. I'm not sure LEXR will benefit to the extent SNDK is. jmho. larry