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Second Edition

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Change In Ratings | Stock Comments / EPS Changes | Strategy Calls / Market Calls | Economics | Meetings | View Archived StreetNotes

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Apple Computer (AAPL / Nasdaq)
Deutsche Banc Alex Brown
Raising estimates and price target to $22 per share. Initial returns from the iMac line are encouraging. Maintain Market Perform rating, based on valuation.

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Apple Computer(AAPL / Nasdaq)
NEWS
reported first quarter earnings of 11c/share, in-line with the Street forecast, and an improvement from the net loss of 58c/share last year.

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Apple Computer (AAPL / Nasdaq)
Credit Suisse First Boston
Raising 2002 EPS estimate to $0.35, but maintaining our below-consensus stance. We believe it will be difficult for the company to brand its iMac products in this market, and margins will be squeezed by rising component costs. Maintain Hold rating.

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Apple Computer (AAPL / Nasdaq)
Salomon Smith Barney
Upgrade from Neutral to Buy. Raising target from $22 to $27. Compelling design, pricing and configuration for new iMac. New PowerMac expected within one quarter. iPod success. Excellent cost containment.

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Aetna (AET / NYSE)
Salomon Smith Barney
Downgrade from Outperform to Neutral. Price passed target of $35. Near-term risk reward unfavorable.

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Allergan (AGN / NYSE)
Salomon Smith Barney
Downgrade from Buy to Outperform due to valuation/growth balance. Strong growth and performance already priced in. Dropping target from $87 to $77.

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Alliance Gaming Corp. (ALLY / Nasdaq)
Bear Stearns
Reinitiating with an Attractive rating. Expect earnings growth will be driven by expected strong industry trends, the continued rollout of the new EVO platform. Believe there is still better than 15%-20% upside from current levels.

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Advanced Micro Devices (AMD / NYSE)
ABN Amro
Raising our 2002 EPS estimate from ($0.22) to $0.07 after 4Qcame in well ahead of expectations. Although we believe AMD lost a little market share last quarter, the company is now in a better competitive position versus Intel.

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Advanced Micro Devices (AMD / NYSE)
Bank of America Montgomery
Adjusting 2002 and 2003 EPS estimates upward to $0.11 and $0.62, driven by higher average selling prices of microprocessor ASPs.

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Advanced Micro Devices (AMD / NYSE)
NEWS
reported a much narrower than expected loss of 5c/share for the fourth quarter. The Street forecast was for a loss of 18c/share. Looking forward, the company expects a sequential revenue decline in the first quarter of approximately $900 million, due to seasonal patterns, but is on track to return to profitability in the second quarter of 2002.

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Advanced Micro Devices (AMD / NYSE)
Warburg Dillon Read
Raising investement rating from Hold to Buy, with a $26 price target as revenue and earnings growth is attributed to a 50% hike in average microprocessor prices.

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AMR Corporation (AMR / NYSE)
Goldman Sachs
Downgrade from Trading Buy to Neutral. Reported 4Q loss of $4.75 vs. estimated loss of $5.13 due to cost cutting. Path to profits taking longer. Lowering 2002 EPS from -$1.85 to -$3.80 and 2003 from $2 to $1.

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Autonomy Corporation plc (AUTN / Nasdaq)
SG Cowen
Initiating coverage with a Buy rating and $6 price target. We believe the company is highly leveraged to the impending economic recovery.

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Cubist Pharmaceuticals (CBST / Nasdaq)
Credit Suisse First Boston
Downgrading from Buy to Hold, based on failed Phase III results for its pneumonia product.

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Cubist Pharmaceuticals (CBST / Nasdaq)
ABN Amro
Downgrading from BUY to HOLD and lowering our 2002 EPS estimate from ($1.64) to ($2.02) after the company announced disappointing results from pivotal Phase III clinical trials ofCidecin in patients with community-acquired pneumonia.

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Cubist Pharmaceuticals (CBST / Nasdaq)
Robertson Stephens
Downgrade from Strong Buy to Buy. Lowered target from $51 to $28. Announced Phase III CAP-1 study failed to reach the primary endpoint in treatment of community-acquired pneumonia (CAP). This will significantly delay the approval of Cidecin in CAP,

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Cubist Pharmaceuticals (CBST / Nasdaq)
JP Morgan Chase & Co.
Downgrading from Buy to market perform on negative news on P3 trials for Cidecin (CAP), suspend $42 PT. Expect 12mo+ delay to reg filing from mid 02 est, lack of short-term catalysts, and lack of visibility on timeline.

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Calpine Corporation (CPN / NYSE)
Deutsche Banc Alex Brown
Lowering estimates to $1.70 for fiscal 2002, and reducing our price target to $21 per share. Maintain Strong Buy rating, as short covering and positive newsflow should aid the stock price.

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Calpine Corporation (CPN / NYSE)
Bank of America Montgomery
Lowering 2002 and 2003 EPS estimates to $1.70 and $2.15 based on spark spread reduction.

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Calpine Corporation (CPN / NYSE)
Credit Suisse First Boston
Lowering estimates to $1.95 per share in 2001 and $1.78 for next year, based on smaller power spreads. Maintain Strong Buy rating, as we believe the company's reductions CapEx reductions confirm the company's ability to turnaround its business.

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Calpine Corporation (CPN / NYSE)
Deutsche Banc Alex Brown

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Compaq Computer Corp. (CPQ / NYSE)
ABN Amro
Raising our 2002 EPS estimate from $0.15 to $0.17 and our 2003EPS estimate from $0.31 to $0.34 after a better-than-expected 4Q01. It appears that they benefited from several favorable industry trends as well as strong execution on the cost cutting side

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Compaq Computer Corp. (CPQ / NYSE)
Credit Suisse First Boston
The company reported strong fourth quarter results, even beating pre-announced results. Robust holiday PC sales were augmented by strength in the high-end server and storage platforms. Raising fiscal 2002 earnings estimate to $0.25 per share and our price target to $16. Reiterate Buy rating.

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Compaq Computer Corp. (CPQ / NYSE)
NEWS
reported fourth quarter EPS of 6c, well above the Street forecasts for 1c/share. Looking forward, the company sees revenues totaling $7.6 billion in the first quarter, and earnings of 1c/share. The estimate was for break-even results.

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Compaq Computer Corp. (CPQ / NYSE)
Bank of America Montgomery
Upgrading to Buy with a $14 price target, due to strong enterprise product gowth, better-than-expected PC sales and continued operational improvements. Beleive CPQ can gain significant leverage upon higher top-line from resumed demand.

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Compaq Computer Corp. (CPQ / NYSE)
Deutsche Banc Alex Brown
Raising our 2002 estimates to $0.25 per share on sales of $33.2 billion, to meet the company's new guidance. WIth PC inventory levels still below four weeks, we believe fears of "channel stuffing" are unwarranted.

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DigitalThink (DTHK / Nasdaq)
Credit Suisse First Boston
Downgrading from Strong Buy to Buy, with a $12 price target. The company reported disappointing Decmeber quarter results, as demand fell for custom learning programs.

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Electronic Data Systems (EDS / NYSE)
Lehman Bros
Upgrading from Buy to Strong Buy, with an $85 price target. We believe the outsourcing boom still has legs and that the company will beat consensus fourth quarter estimates.

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Electronics For Imaging (EFII / Nasdaq)
Merrill Lynch
Lowering our near-term rating from Buy to Neutral, as high-end color printer sales are expected to be weaker in the coming months. The company's operating margin will be significantly lower as a result.

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Elan Corp. plc (ELN / NYSE)
Salomon Smith Barney
Upgrade to Outperform from Neutral on Valuation/Growth balance. Cheap relative to sector. $60 target.

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El Paso Energy Partners (EPN / NYSE)
Lehman Bros
Upgrading from Buy to Strong Buy, with a $45 price target. We believe the company has the strongest outlook in the sector, and the 6.5% dividend could grow by 14-15 in the coming year.

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Int'l Business Machines (IBM / NYSE)
Lehman Bros
Upgrading from Market Perform to Buy, with a $140 price target. We believe the company's annuity-like revenue sources are especially important in these difficult times.

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Linear Technology Corp. (LLTC / Nasdaq)
Deutsche Banc Alex Brown
Upgrading from Market Perform to Buy, with a $47 price target. We believe the worst of the company's cyclical downturn has past, and that LLTC will extend its dominant high-end analog position.

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Numerical Technologies (NMTC / Nasdaq)
Credit Suisse First Boston
Downgrading from Strong Buy to Buy, with a $25 price target. The company is heavily leveraged to 0.13 micron chips, which are still a few quarters away from being produced in large quantities.

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NRG Energy (NRG / NYSE)
Salomon Smith Barney
Downgrade from Outperform to Neutral due to continued weak industry spark spreads and dilution expected from an equity infusion. Reducing target from $27 to fairly valued $15.

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Plum Creek Timber Co. Inc (PCL / NYSE)
Salomon Smith Barney
Downgrade from Buy to Outperform based on valuation. Target $32. Replacing KM in S&P 500.

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Park Place Entertainment (PPE / NYSE)
Salomon Smith Barney
Upgrade to Outperform from Neutral and increasing target from $9 o $13. Attractive valuation. Gaming returning to health.

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QUALCOMM (QCOM / Nasdaq)
Warburg Dillon Read
Initiating coverage with a Buy rating and a $60 price target. Most of the bad news is already in the stock, where it is viewed as one of the best-positioned companies to capture the opportunity created by new product cycles in the mobile communications industry and the transition to 2.5G and 3G technologies and enhanced mobile applications.

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Redback Networks (RBAK / Nasdaq)
NEWS
reported a narrower than expected loss of 20c/share for the fourth quarter, versus the Street estimate, calling for a loss of 21c/share.

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Redback Networks (RBAK / Nasdaq)
Morgan Stanley Co.
Downgraded to Neutral from Outperform as stock is up a considerable 45%, where further upward movement is limited.

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RPM Incorporated (RPM / NYSE)
Merrill Lynch
Upgrading to near-term Buy and long-term Strong Buy, with an $18 price target. We believe the company has its business back on track after two difficult years, and should post double-digit EPS growth through 2003.

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Siebel Systems (SEBL / Nasdaq)
Salomon Smith Barney
Upgrade from Outperform to Buy and raising target from $28 to $38. In product upgrade cycle. Margin expansion opportunity. Increased IT spending expected in 2H02. Raising est. for 4Q from 8c to 10c, 2001 from 46c to 47c and 2002 from 48c to 53c.

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Siebel Systems (SEBL / Nasdaq)
SG Cowen
A survey of ten large customers shows that high inventory levels will dampen purchases in the first half of this year. Maintain Strong Buy rating, but this data contrasts with expectations for the next six months.

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Sonus Networks (SONS / Nasdaq)
JP Morgan Chase & Co.
Downgrading from long term buy to market perform after company reported the Q $38.8m, Street is at $38.3m; we are at $42m, due exposure to weak service providers.

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Sonus Networks (SONS / Nasdaq)
Piper Jaffray
Downgrade from Outperform to Neutral. Reported 4Q slightly above expectations. Revenue of $38.9 million vs $38.3 million estimate.

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i-STAT Corporation (STAT / Nasdaq)
Warburg Dillon Read
Initiating coverage with a Hold rating and a $10 price target. Although STAT has a competitive product for point-of-care blood analysis, we have yet to see widespread adoption of point-of-care testing in the hospital setting.

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TheStreet Recommends

Symantec Corporation (SYMC / Nasdaq)
Bank of America Montgomery
Increasing 2002 and 2003 EPS estimates reflecting for better-than-expected strength in company. Revenue from enterprise security grew to 60% of total revenue, up 16% sequentially. Consumer sales grew an astounding 51% sequentially. Reiterate Buy rating.

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Symantec Corporation (SYMC / Nasdaq)
Credit Suisse First Boston
Raising estimates and price target to $80 per share. We now expect the company to earn $2.46 in fiscal 2002, based on strong growth being shown in the consumer business and enterprise security segments. Reiterate Buy rating.

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Symantec Corporation (SYMC / Nasdaq)
Lehman Bros
Upgrading from Market Perform to Buy, with an $85 price target. We are encouraged by the company's December quarter results, and believe the company's visibility for sustained earnings momentum has improved.

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Extended Systems (XTND / Nasdaq)
JP Morgan Chase & Co.
Upgrading from market perform to long term buy, 12-month PT $10 on excellent execution. Announced record quarter of customer wins.

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Abbott Laboratories (ABT / NYSE)
SG Cowen
Raising estimates and price target to $63 per share. We now expect the company to earn $2.25 in fiscal 2002, based on higher domestic drug sales. Reiterate Strong Buy rating.

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Continental Airlines (CAL / NYSE)
Morgan Stanley Co.
Reducing estimate for 2002 EPS loss to $(2.00). CAL reported a lower-than-expected fourth quarter EPS loss, thanks largely to tight controls.

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Conexant Systems (CNXT / Nasdaq)
Bank of America Montgomery
Raising 2002 and 2003 EPS estimates to ($1.32) and ($0.26), given the positive December quarter. A sum of the parts analysis based on current multiples suggest only modest upside to yesterday's closing price. Despite marginal improvement in backlog, industry visibility remains a hurdle and would like to see an overall improvement in the sector before recommending the stock.

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Conexant Systems (CNXT / Nasdaq)
Morgan Stanley Co.
Raised fiscal 2002 EPS estimates to $(1.30) as company upwardly guided sales and bottom-line performance. Margins continue to improve with tight cost controls.

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Rockwell Collins (COL / NYSE)
Bank of America Montgomery
Revising 2002 and 2003 EPS estimates upward to $1.25 and $1.40; raising price target to $24. Potential for additional upside if the recovery in air traffic continues to yield better-than-expected aftermarket profits. With a strong #2 position in the high-value avionics market and strong free cash flow and balance sheet, believe COL is an attractive takeout candidate.

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Citigroup (C / NYSE)
NEWS
announced fourth quarter earnings of 74c/share, a penny above the Street estimate, and 14% above the year-ago level. Net income for the fourth quarter was $3.88 billion. Total adjusted revenue was $21.969 billion, up 12% from $19.653 billion a year earlier.

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Eastman Chemical Company (EMN / NYSE)
Morgan Stanley Co.
Cut 2002 EPS estimates to $2.25, where earnings visibility remains low, with no backlog in chemicals.

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Emerson (EMR / NYSE)
ABN Amro
reiterate hold rating ahead of meeting with the investment community. We believe that their Electronics and Telecom segment may be more problematic than the market expects through 2002. This view is especially important consideringthe fact that E&T represented 23% of revenue during 2001. We maintain our 2002 EPS estimates, believe there is more downside than upside.

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Extreme Networks Inc (EXTR / Nasdaq)
Dain Rauscher
Reported results higher than our expectations. Both Asia and Europe continue to be strong while the U.S. market has stabilized. We expect to see sequential growth in the March quarter. We continue to rate the stock Outperform-Above Average.

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Federated Department Str. (FD / NYSE)
NEWS
expects fourth quarter earnings for 2001 to fall to between $1.80 to $1.90/share in the fourth quarter, and annual EPS from continuing operations of $3.25 to $3.50/share in fiscal 2002, due to the current challenging economic climate. The fourth quarter 2001 estimate was $1.92, and $3.44 for 2002. The company added that it intends to dispose of the operations of its Fingerhut subsidiary, thus affecting the earnings guidance.

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Federated Department Str. (FD / NYSE)
Warburg Dillon Read
Raised price target to $50, in-line with FD's five year average of a 44% discount to the market multiple.

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Guidant Corporation (New) (GDT / NYSE)
JP Morgan Chase & Co.
Reit Buy as a beneficiary of the delays at BSX on drug coated stents.

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Harrah's Entertainment (HET / NYSE)
Morgan Stanley Co.
Raised price target and 2002, 2003 EPS estimates to $45 and $2.23, $2.38 based on management's upward guidance.

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Household International (HI / NYSE)
Morgan Stanley Co.
Increasing price target to $67 based on 15.5x 2002 EPS estimate, due to in line fourth quarter EPS and strong cash EPS growth. HI remains our top pick in the consumer/credit card sector.

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IDEC Pharmaceuticals Corp (IDPH / Nasdaq)
Credit Suisse First Boston
Raising sales estimates for Rituxan, as we believe demand growth is accelerating. Reiterate Strong Buy rating and $90 price target.

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IDEC Pharmaceuticals Corp (IDPH / Nasdaq)
Bank of America Montgomery
To reflect positive Rituxan trends, we are increasing sales and 2002 EPS estimates to $1.01 billion dollars and $0.90. Maintain Strong Buy rating.

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Inktomi Corporation (INKT / Nasdaq)
Lehman Bros
Improving 2002 loss estimate to $0.06 per share, based on a lower expense structure. Maintain Strong Buy rating.

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Inktomi Corporation (INKT / Nasdaq)
SG Cowen
Improving 2002 loss estimate to $0.16 per share, but we see no signs of a sustained upturn. Maintain Buy rating, because of the company's strong balance sheet and technology assets.

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J.P. Morgan Chase & Co. (JPM / NYSE)
Merrill Lynch
Lowering 2002 earnings estimate to $3.15 per share, to account for a higher cost structure. We expect the the company to upgrade its technology and add staff to its securities business. Maintain Strong Buy rating.

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Mercury Interactive Corp. (MERQ / Nasdaq)
SG Cowen
Lowering fiscal 2002 EPS estimate to $0.91, despite a delay in accelerated defense spending. Maintain Buy rating.

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Minnesota Mining & Mfg. (MMM / NYSE)
Bank of America Montgomery
Temporarily suspending our rating on 3M due to its potential asbestos liability.

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Microsoft Corporation (MSFT / Nasdaq)
JP Morgan Chase & Co.
expect good quarter today, and we recommend buying ahead of results on strong revs. We're est $7.4B high end Street, and $0.42 inline.

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Martha Stewart Living (MSO / NYSE)
Credit Suisse First Boston
Lowering 2002 EPS estimate to $0.60, because of the company's exposure to magazine advertising revenue. We also believe the company's Internet losses are not shrinking as fast as we had hoped. The fate of KM also weighs heaving on MSO, since its provides 50% of the company's EBITDA. Maintain Hold rating.

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Photon Dynamics (PHTN / Nasdaq)
Lehman Bros
The company beat consensus December quarter earnings estimates, and we believe that flat-panel display demand has already rebounded from bottom levels. Maintain Market Perform rating based on valuation, and potential dilution from a pending offering.

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PartnerRe (PRE / NYSE)
Morgan Stanley Co.
Cut fourth quarter EPS estimates to ($3.95) as PRE estimated its maximum possible Enron losses at $34m after tax.

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PeopleSoft Incorporated (PSFT / Nasdaq)
Lehman Bros
We would not be surprised if the company exceeded our fourth quarter expectations. Reiterate Strong Buy rating.

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Teradyne (TER / NYSE)
Lehman Bros
Maintaining our cautious stance on the stock, as a recovery in business is not imminent. We see much further downside to the consensus 2002 EPS estimate.

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Travelocity.com (TVLY / Nasdaq)
Credit Suisse First Boston
Raising fiscal 2002 earnings estimate to $0.69 per share, to reflect our expectation for cost-cutting and higher non-flight bookings. Maintain Buy rating and $29 price target.

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United Technologies (UTX / NYSE)
Lehman Bros
Raising price target to $90 per share, as we believe there is upside potential to our earnings estimates. Reiterate Strong Buy rating.

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XL Capital Limited (XL / NYSE)
Morgan Stanley Co.
Substantially reduced fourth quarter EPS estimates, due to the $45m after tax Enron exposure.

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Yahoo! (YHOO / Nasdaq)
NEWS
reported fourth quarter earnings of 3c/share, 2c ahead of expectations. Looking forward, the company expects revenues for the first quarter 2002 to be between $160 and $180 million. The company also said Jeff Mallett will step down as president and chief operating officer in April.

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Yahoo! (YHOO / Nasdaq)
Credit Suisse First Boston
Raising fiscal 2002 expectations to $0.08 per share of earnings on $765 million of revenue, to match the company's new guidance. Maintain Hold rating, as we believe the market is already pricing in 30% growth for YHOO.

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Yahoo! (YHOO / Nasdaq)
Salomon Smith Barney
Reported 4Q results of beating even our "high-on-the-street" estimates. Raising 2002 EPS from 10c to 13c and target from $22 to $23.

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Bear Stearns (Sentiment)
Resistance pretty tight: SPX 40 day moving average 1147 (cash) and NDX 200 day moving average 1612 (cash). Bullish sentiment way down: SPX 14%, NDX 18%, 5 day moving average both 31%.Equity P/C up to .79, Index PC/ up small to 1.51.

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Lehman Bros (Integrated Oil)
We suggest investors Underweight the sector, considering lower expected oil prices. On the other hand, we would Overweight the independent refiners. Ou top picks in these sectors are XOM, MRO, and VLO.

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Oscillator: (0.5)

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8:30 a.m. Housing Starts (Dec) 1610k

8:30 a.m. Initial Jobless Claims (Jan 12) 430k

12:00 p.m. Philadelphia Fed. (Jan) -2.0

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EMR Annual Investor Meeting

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HMT Luncheon with Management

CREE Meeting with Management

AWK Special Shareholder's Meeting

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