Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

QCOM ups guidance :
http://biz.yahoo.com/prnews/031204/lath042_1.html


JBL upgraded at Merrill Lynch (27.19 )

Merrill Lynch upgrades Jabil Circuit to Buy from Neutral, saying field checks suggest that EPS ests for the co are too conservative; firm also believes that recent concerns about the co's relationship with Cisco (~16% of sales) have been overblown, especially in the context of new program momentum, and firm thinks business with Cisco is on solid ground; raises FY04 est to $1.00 from $0.91 and initiates an FY05 est $1.22, both above consensus of $0.94 and $1.15. Target is $35.


also ...Merrill Lynch upgrading CSCO, MRVL, and HMT to Buy from Neutral