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Cisco Sys-CSCO will not miss street ests despite Analog Devices
Cisco Sys-CSCO will not miss street ests despite Analog Devices-ADI turnbacks-MO
T
Recommendations
CSCO;ADI
ALTR & XLNX positive comments@MONT biz is stabilizing
ALTR & XLNX positive comments@MONT biz is stabilizing
Recommendations
ALTR;XLNX
ALTR & XLNX negative comments@TWPT
ALTR & XLNX negative comments@TWPT
Recommendations
ALTR;XLNX
Freddie Mac-FRE & Fannie Mae-FNE like both especially FNE-rpt A
Freddie Mac-FRE & Fannie Mae-FNE like both especially FNE-rpt AM @ JPMS
Recommendations
FRE;FNM
Applied Micro Circuits-AMCC should be owned before their eps re
Applied Micro Circuits-AMCC should be owned before their eps report says FBCO
Recommendations
AMCC
VRSN & SBC should trade lower on court ruling tied to DSL servi
VRSN & SBC should trade lower on court ruling tied to DSL services- says WARR
Recommendations
VRSN;SBC
Foundry Networks, Inc.-FDRY eps report date change not tied to
Foundry Networks, Inc.-FDRY eps report date change not tied to fundamentals-COWN
Recommendations
FDRY
Thanks Khris!
Applied Biosystems-ABI initiated coverage with a outperform tgt
Applied Biosystems-ABI initiated coverage with a outperform tgt 80 @MSDW
Recommendations
ABI
Ceridian-CVEN cut strong buy to buy@COWN lower mgt guidance
Ceridian-CVEN cut strong buy to buy@COWN lower mgt guidance
Recommendations
CEN
Aw Khris, now I found you (lol). Go ahead and post my board in your iBox if that's ok (here's link). b/r Arch
http://www.investorshub.com/beta/board.asp?board_id=307
LoJack-LOJN eport .11 vs .15 cites lwr new car sales in 3Q (7 7
LoJack-LOJN eport .11 vs .15 cites lwr new car sales in 3Q (7 7/16)
Pre-opening news
LOJN
Red Hat Inc-RHAT initiated coverage with a buy@DBKS tgt 15
Red Hat Inc-RHAT initiated coverage with a buy@DBKS tgt 15
Recommendations
RHAT
Tyco Int'l-TYC should report a solid eps report next week says
Tyco Int'l-TYC should report a solid eps report next week says DBKS
Recommendations
TYC
Juniper Networks-JNPR downgraded from a strong buy to buy @CIBC
Juniper Networks-JNPR downgraded from a strong buy to buy @CIBC
Recommendations
JNPR
Micron Tech-MU near-term biz trends unchanged-sell into strengt
Micron Tech-MU near-term biz trends unchanged-sell into strength says DBKS
Recommendations
MU
Evoke-EVOK downgraded from a strong buy to buy @CIBC
Evoke-EVOK downgraded from a strong buy to buy @CIBC
Recommendations
EVOK
Redback Networks-RBAK downgraded from a buy to neutral @CIBC
Redback Networks-RBAK downgraded from a buy to neutral @CIBC
Recommendations
RBAK
Applied Material-AMAT '01 & '02 ests cut significantly below st
Applied Material-AMAT '01 & '02 ests cut significantly below street consensus@DB
S
Recommendations
AMAT
Lucent Technologies-LU upgraded from a neutral to buy @CIBC
Lucent Technologies-LU upgraded from a neutral to buy @CIBC
Recommendations
LU
Cisco Systems-CSCO downgraded from a buy to neutral @CIBC
Cisco Systems-CSCO downgraded from a buy to neutral @CIBC
Recommendations
CSCO
First Bank System-FBS reit strong buy @ WARR tgt 52
First Bank System-FBS reit strong buy @ WARR tgt 52
Recommendations
FBS
ITWO/ARBA/CMRC have limited upside to '01 eps ests says SBSH
ITWO/ARBA/CMRC have limited upside to '01 eps ests says SBSH
Recommendations
ITWO;ARBA;CMRC
Safeco Corp-SAFC initiated coverage with a buy@FBWA tgt 40
Safeco Corp-SAFC initiated coverage with a buy@FBWA tgt 40
Recommendations
SAFC
AudioCodes-AUDC lowered estimates & tgt to 12 downgraded to acc
AudioCodes-AUDC lowered estimates & tgt to 12 downgraded to accumulate @PRUS
Recommendations
AUDC
Cymer-CYMI backs prior guidance for 4Q (30 7/8)
Cymer-CYMI backs prior guidance for 4Q (30 7/8)
Pre-opening news
CYMI
Radian Group-RDN cut strong buy to buy@WARR & eps ests cut
Radian Group-RDN cut strong buy to buy@WARR & eps ests cut
Recommendations
RDN
Medimmune-MEDI reit strong buy tgt 85 @PRUS strong fundamentals
Medimmune-MEDI reit strong buy tgt 85 @PRUS strong fundamentals pos mgmt meeting
Recommendations
MEDI
Qwest Communications-Q initiated coverage with a market perform
Qwest Communications-Q initiated coverage with a market perform@DBKS
Recommendations
Q
Barnesandnoble.com-BNBN downgraded to sell @PRUS misses again
Barnesandnoble.com-BNBN downgraded to sell @PRUS misses again
Recommendations
BNBN
LendingTree-TREE downgrading to hold from strong buy @PRUS on l
LendingTree-TREE downgrading to hold from strong buy @PRUS on lower revenue
Recommendations
TREE
Barnes & Noble Inc-BKS cut ests after weak Holiday sales report
Barnes & Noble Inc-BKS cut ests after weak Holiday sales report@FBCO
Recommendations
BKS
Where'd everybody go!!!??
Sleeping?
MB
Free Level 2 snap shots:
http://www.otcbb.com/asp/mp_quotes.asp?Quotes=erex&Board.x=31&Board.y=4
Nokia-NOK buy on weakness @CIBC
Nokia-NOK buy on weakness @CIBC
Recommendations
NOK
Nokia-NOK weakness a great buy opportunity @MONT
Nokia-NOK weakness a great buy opportunity @MONT
Recommendations
NOK
Telemetrix Selected by Ericsson as Partner for Telemetry Soluti
Telemetrix Selected by Ericsson as Partner for Telemetry Solutions
DENVER, Jan. 9 /PRNewswire/ -- Telemetrix Inc. (OTC Bulletin Board: TLXT)
(http://www.tlxt.net) ("Telemetrix") announced today that it has been selected
by Ericsson Messaging Systems Inc. ("Ericsson," http://www.ericsson.com), a
unit of the world's leading telecommunications provider, as a partner in the
area of wireless telemetry solutions. Under the agreement between Telemetrix
and Ericsson, Ericsson's telemetry solution will be complimented by
methodologies derived from Telemetrix's patented T3000 e-Telemetry Data(TM)
product.
Michael Tracy, President and CEO of Telemetrix said, "Telemetrix's
partnership with Ericsson represents a significant milestone for Telemetrix
and validates our belief in the future of the Telemetrix e-Telemetry Data(TM)
System. We believe that this strategic relationship will be very beneficial to
Telemetrix and will provide an opportunity for our patented T3000 e-Telemetry
Data(TM) components to gain rapid and widespread distribution through the
Ericsson marketing channels."
Select methodologies and componentry from Telemetrix's e-Telemetry Data
System will compliment core technology branded and marketed under the Ericsson
name. The total Ericsson telemetry solution delivers a cost-effective means of
implementing a utility automatic meter reading program in a fraction of the
time and cost of competing systems. Key components of Telemetrix's T3000 Data
System to be included in Ericsson's solution include T3000 optical readers and
T3000 communications centers that allow the transfer of telemetry data over
Short Message Service.
About the Telemetrix e-Telemetry Data(TM) System
The Telemetrix e-Telemetry Data(TM) System compliments a virtual
nationwide telemetry data network that may be accessed by any size customer,
for the collection and delivery of telemetry data, or for the control of any
device located anywhere that has digital communications system coverage. The
network is accessed through the Internet and the control and content is
delivered by a PCS communication system provider. E-Telemetry Data(TM)
applications include: remote automatic utility meter reading, home health,
security, status and condition of devices, remote monitoring of vending
machines to determine and track inventory, temperature, cash transactions and
vandalism. Additional to meter reading, solutions provided by the e-Telemetry
Data(TM) System promise to provide unprecedented cost savings resulting from
the efficiencies of remote monitoring and management to its users, who will
include companies in various industries such as the utility, security and
vending machine vertical segments.
The e-Telemetry Data(TM) System is implemented through the existing
digital communications companies networks and requires no special modification
to the digital communications network or network infrastructure. The patented
system may be used on any network technology standard, GSM, TDMA or CDMA. The
e-Telemetry Data(TM) System does not reduce the overall network system
capacity.
Telemetrix has been working with a number of test and evaluation projects
and expects to begin delivery of equipment and commence of customer support
and data services in first quarter 2001 pending the finalization of customer
contracts and details.
Telemetrix provides customer management solutions and enabling
technologies for a wide variety of communications markets. Telemetrix's
patented T3000 e-Telemetry Data(TM) System, e-Telemetry Data(TM) methods and
its years of research and development of telemetry data products and services
position Telemetrix to take advantage of the rapidly expanding telemetry data
services market which is projected to grow to over $7 billion in the U.S. by
2004.
For more information visit Telemetrix's website at http://www.tlxt.net.
Certain of the statements contained herein may be considered
Forward-Looking Statements within the meaning of Section 27A of the Securities
Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such
statements are identified by the use of forward-looking words or phrases,
including, but not limited to, "estimates," "expects," "expected,"
"anticipates," "anticipated," and "intends." These Forward-Looking Statements
are based on the Company's current expectations. Although the Company
believes that the expectations reflective of such Forward-Looking Statements
are reasonable, there can be no assurance that such expectations will prove to
have been correct. Forward-Looking Statements involve risks and uncertainties
and the company's actual results can differ materially from the Company's
expectations. The Company undertakes no obligations to update its
Forward-Looking Statements.
SOURCE Telemetrix Inc.
-0- 01/09/2001
/CONTACT: Michael J. Tracy, CEO of Telemetrix Inc., 308-436-4090,
michael.tracy@tlxt.net/
/Web site: http://www.tlxt.com
http://www.ericsson.com/
(TLXT)
CO: Telemetrix Inc.; Ericsson Messaging Systems Inc.
ST: Colorado
IN: TLS
SU: CON
*** end of story ***
Nokia-NOK buy weakness @ WARR
Nokia-NOK buy weakness @ WARR
Recommendations
NOK
Amazon.com-AMZN lowered to mkt from long term attractive @ RSSF
Amazon.com-AMZN lowered to mkt from long term attractive @ RSSF
Recommendations
AMZN
Nokia-NOK came in 126 m but wisper no was 130 m @ DBKS 'yes we
Nokia-NOK came in 126 m but wisper no was 130 m @ DBKS 'yes we are defending'
Recommendations
NOK
AT&T Corp-T upgraded to strong buy target 35 @MSDW better times
AT&T Corp-T upgraded to strong buy target 35 @MSDW better times ahead
Recommendations
T
The "experts" have been predicting the worst quarterly earnings performance in nearly three years based on year-over-year earnings growth and the first test in the tech sector comes from Yahoo! (YHOO) and Motorola (MOT) on Wednesday. However, not only will Yahoo! be one of the first indications of how the tech stocks will do this earnings season, it may also be the first indication of just how well or how poorly Internet advertising was in the fourth quarter and will be throughout 2001.
Last month two research reports were published that were bullish on Internet advertising by suggesting that brick and mortar companies are picking up the slack in online ad sales and overall ad revenues will continue at its recent pace. The drastic drop in advertising by Internet companies has hurt many companies as many Internet companies have burned through their cash or gone out of business. As a result there has been more competition for the advertising dollars and rates have dropped significantly. Yahoo has been one of the few Internet companies that has been able to maintain its rates. If Yahoo disappoints this quarter, as many have whispered recently, it could mean a further decline in Internet stock prices even though most analysts believe the stocks have hit their bottom.
Despite the bullish reports on Internet advertising, most analysts are less optimistic about the market as a whole and, for really the first time, are having doubts about Yahoo as well. Though two analysts expect Yahoo to beat the consensus earnings estimate of $0.13 by a penny, they are clearly the minority. Furthermore, there are analysts suggesting that the company could actually fall short of the consensus for the first time. Derek Brown at WR Hambrecht told clients that "there is a legitimate chance that Yahoo! could fall short in the quarter."
The doubts increased late last week when rumors began to spread that Yahoo's revenues would fall below the $313 million estimate and come in around $296 million. Most analysts appear to have dismissed the rumor but have readily admitted that it is difficult to accurately predict Yahoo's actual numbers. Henry Blodget at Merrill Lynch told clients that his $316 million revenue estimate is based primarily on recent trends in ad spending. In addition, Lauren Cooks Levitan at Robertson Stephens said that the overall softness in online ad spending and a lack of visibility in Yahoo's other revenue streams has reduced her confidence in her own estimates.
There does appear to be one constant among the analysts despite the lack of confidence in their own numbers and that is that the company will not beat the consensus estimate. The question is, whether or not Yahoo will fall short with earnings of $0.12 per share or hit the $0.13 estimate and the analysts seem to be evenly divided. Mr. Blodget recently said that Yahoo "should just barely make its numbers." Jeffrey Fieler at Bear Stearns also said in a report to clients that Yahoo "should meet expectations." However, the Earnings Whisper number is $0.12.
Yahoo is expected to report earnings on Wednesday at 4:30 PM ET and have a conference call at 5:00 PM ET. Yahoo's earnings will be published at http://www.earningswhispers.com/ and you may listen to Yahoo's conference call at http://webevents.broadcast.com/yahoo/Q400earnings/
What has already defined most of this earnings season is the large number of earnings warnings. Our records indicate that warnings have more than doubled from the previous quarter. The good news is that much of the increase appears to be due to new SEC rules requiring public disclosure because positive earnings pre-announcements have increased on a percentage basis more than the negative earnings warnings. Yet, the negative earnings warnings have gotten more publicity.
One of the key earnings warnings came from Motorola on December 7th, as reported at EarningsWhispers.com. Prior to the warning analysts were expecting revenue of $10.5 billion and earnings of $0.27 per share. Motorola suggested revenue would be closer to $10 billion and earnings would come in at $0.15 per share. The new expectations have not changed during the past month, so the Earnings Whisper ® number is $0.15.
Motorola's earnings will be reported after the market closes on Wednesday at http://www.earningswhispers.com and the conference call will be hosted on Thursday morning at 8:00 AM ET at http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=MOT&script=2100
DoubleClick (DCLK) is expected to report earnings on Thursday and will likely get hurt by a decrease in online ad spending more so than Yahoo. According to Henry Blodget, 40% of Yahoo's advertising revenue comes from pure Internet companies while 50% of DoubleClick's comes from pure Internet companies. Meaning DoubleClick will see more pricing pressure from the drop in spending from the dot-com companies. As a result, the company warned on December 12th that they would report a loss compared to consensus estimate at the time of a $0.03 per share gain. The Earnings Whisper ® number is for a loss of $0.03.
DoubleClick's earnings will be released at http://www.earningswhispers.com after the market closes on Thursday and the companies conference call will begin at 5:00 PM ET at http://ir.doubleclick.net/ireye/ir_site.zhtml?ticker=DCLK&script=2100
Nokia-NOK reit buy & use today's weakness as buying opportunity
Nokia-NOK reit buy & use today's weakness as buying opportunity says MLCO
Recommendations
NOK
Ariba, Inc-ARBA maintain strong buy @DBKS expect solid qtr repo
Ariba, Inc-ARBA maintain strong buy @DBKS expect solid qtr report on 1/11
Recommendations
ARBA
Amazon.com-AMZN cut from buy to outperform at SBSH
Amazon.com-AMZN cut from buy to outperform at SBSH
Recommendations
AMZN
i2 Technologies-ITWO reiterate buy @MSDW on upside alert
i2 Technologies-ITWO reiterate buy @MSDW on upside alert
Recommendations
ITWO
Amazon.com-AMZN cut from trading buy to market outperform@GSCO
Amazon.com-AMZN cut from trading buy to market outperform@GSCO
Recommendations
AMZN
Amazon.com-AMZN revenues light but reiterated a buy @MLCO
Amazon.com-AMZN revenues light but reiterated a buy @MLCO
Recommendations
AMZN
Nokia-NOK down 11% on mobile phone sales estimates on Dow (43 1
Nokia-NOK down 11% on mobile phone sales estimates on Dow (43 1/8)
General news
NOK
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