first-henri Tages-Thread
die haben den Hype bis jetzt nicht so grossartig mitgemacht..aber wir haben schon wieder gute Käufer...
FH...u know what i mean...B.F.
GRUSS
sees stock outperforming TECD over the next yr...
BofA lowering rating on JDEC to Neutral from Buy...
Wachovia upgrading KFY to Outperform from Mkt Perform...
Piper Jaffray initiating coverage on EXEL with Strong Buy rating and $12 tgt...
UBS upgrading TLAB to Neutral from Reduce..
Merrill Lynch raising price tgt on DLTR to $44 from $33; also cutting 2004 EPS on HON to $1.80 from $1.90..
JMP Sec downgrading CKFR to Mkt Perform from Mkt Outperform.
Gruß
MadX
LONDON (AFX) - The US semiconductor and communications sector has been
upgraded to positive by Lehman Brothers, along with several key ratings in the
sector, dealers said.
The broker hiked its sector rating to positive on the back of improving
order trends, low inventory levels at customers, and relatively conservative
estimates for second half of 2003 and 2004.
Within the new note, Lehman Brothers also upped its ratings on Silicon
Laboratories, Marvel Technology, Agere Systems and Broadcom Corp to 'overweight'
from the previous 'equal weight'.
No further details were immediately available.
nm/bam
aber er wird eng spielen und dann nen short als Hedge schon am Drücker haben..
oder FH ??( CHIPS from silicon can help shortly... )
GRUSS
aber Bruch 3324 kommt noch...sehen wohl nochmal Closing von gestern, dann down...
GRUSS
08 JUL 14:27 BONDS SCHWEIZ/Treten an Ort
08 JUL 14:23 Brazil industrial output contracted for 2nd month in a row in May - BBV
08 JUL 14:22 *U.S. 10-YEAR TREASURY YIELDING 3.70%
08 JUL 14:22 DIW: Konjunkturbarometer deutet BIP-Rückgang im 2. Quartal in Deutschland an
1. Euro schnell hoch
2. Futs im Minus ( und sie bleiben da )
3. B.F. !!!
4. ich bin short
5. SIEGER IST LONG
6. SUISSE
7. Traue keinem Analysten ( Lehman --> CHIPS )
noch fragen ?`
GRUSS