|
ich habe jetzt auch die aktuellen ratings von csfb gefunden. Credit Suisse First Boston Views Author J. Trenta Report Source JAGfn.com ® (Added 10/13/2000 8:43:54 AM)Categories: Stock Picks Email link to this Article PNW - Upgraded from hold to buy. Company has the ability to extract growth from its utility and generation portfolio. Raised estimates from $3.25 to $3.52, 01 from $3.35 to $3.60. WEC - Upgraded from hold to buy. Valuation is compelling due to the delayed merger with WICOR. Focus is on core business. Target is $25. DCLK - Initiate coverage with buy. Great potential in the long term. Earnings visibility is low in the next 2 quarters. Stock buyback and acquisitions are imminent. 00 estimate is (0.07), 01 estimate is $0.25. Target is $25. GM - Reiterated buy. Management discussion revealed European challenges and a possible North America decline. Lowered 00 estimate from $9.77 to $9.22, 01 from $10.10 to $9.70. Target is $80. GTW - Reiterated strong buy. Solid 3Q in line despite investor concerns over slowing PC demands. Target is $70. CNL - Reiterated buy. Expect positive 3Q results are based on strong performance from Evangeline power plant. Raised 00 estimate from $2.83 to $2.71. Target is $49. UAL - Reiterated hold. Expect 3Q and 4Q losses with revision in model. Target is $50. INMT - Reiterated hold. 3Q EPS is ahead of reduced expectations with announcement of Iowa Mold Tooling sale. Target is $9. HUBG - Reiterated hold. Operating expenses are higher due to automating business processes and revamping of accounting systems. Lowered 00 estimate from $1.40 to $0.80, 01 from $1.75 to $1.25. GILD - Reiterated hold. Lowered 00 estimate from (0.80) to ($1.03), 01 from (0.72) to (0.98) to reflect lower revenue and increased R&D investments. Target is $76. COST - Reiterated hold. 4Q EPS in line with estimates benefiting from an extra week of revenue and lack of expense leverage. AVX - Reiterated buy. Demand is strong, pricing is stable and mix is improving. Raised 01 estimate from $3.07 to $3.46. Target is $40. LRCX - Reiterated buy. 1Q 01 results ahead of expectations. Cautious on 2H based on sluggish end markets. Target is $40. FMER - Reiterated hold. 3Q EPS was short of estimate with inability to regenerate momentum in quarter. Lowered 00 estimate from $1.83 to $1.80. JNPR - Reiterated strong buy. 3Q EPS beat estimates based on top line strength and better customer list. Earnings visibility is strong. Raised 00 estimate from 0.32 to 0.47, 01 from 0.47 to 0.80. Target is $250. PMCS - Reiterated strong buy. Company reports another blowout quarter on great revenue growth and integration of new acquisitions. Demand is strong. Raised 00 estimate from 0.95 to $1.01, 01 from $1.42 to $1.70. Target is $300. KLAC - Reiterated buy. Company posted strong 1Q 01 results due to business strength across all regions. End market issues in clouded outlook. Lowered 01 estimate from $2.32 to $2.26. Target is $55. SSTI - Reiterated strong buy. Conference call was bullish. September quarter results exceeded preannounced estimate due to favorable pricing and product mix. 00 estimate is $1.20, 01 $2.20. Target is $45. MCHP - Reiterated strong buy. Company reported a solid September quarter with business fundamentals remaining strong. Target is $60. ADCT - Reiterated buy. Lowered 00 estimate from 0.54 to 0.46, 01 from 0.75 to 0.69 to account for closing of BAS acquisition. Demand is strong. Target is $60. |
|
| aus der Diskussion: | Silicon Storage (2) Flash - Memory Speicher |
| Autor (Datum des Eintrages): | gourmet (15.10.00 18:35:53) |
| Beitrag: | 110 von 140 (ID:2081461) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |