Research Calls :
Piper Jaffray upgrading YHOO to Strong Buy from Outperform, while Deutsche ups YHOO to Buy from Hold...
TWP upgrading SGP to Outperform from Peer Perform, noting they believe the co is a turnaround story; also reiterating Outperform on UNTD..
Merrill Lynch upgrading ALKS to Buy from Neutral...
Wachovia upgrading CHIC to Mkt Perform from Underperform; also raising 2003/2004 estimates on SONS...
JP Morgan initiating coverage on EMS industry: CLS, JBL, AVX, KEM, MOLX, TTMI, VSH with Overweight, BHE, FLEX, PLXS with Neutral and PMTR, SANM, SLR, AVT, PWER with Underweight; also initiating coverage on AV with Overweight...
Lehman raising tgts on MXIM (to $45 from $43) and LLTC (to $40 from $37); also upgrading NI to Overweight from Equal-Weight...
CSFB downgrading APA to Neutral from Outperform, also cutting IPCC to Neutral from Outperform...
CIBC lowering 2003-2005 estimates on DFIB, maintaining Outperformer rating...
Pacific Growth initiating coverage on EXAR with Outperform.
Gruß
MadX
Piper Jaffray upgrading YHOO to Strong Buy from Outperform, while Deutsche ups YHOO to Buy from Hold...
TWP upgrading SGP to Outperform from Peer Perform, noting they believe the co is a turnaround story; also reiterating Outperform on UNTD..
Merrill Lynch upgrading ALKS to Buy from Neutral...
Wachovia upgrading CHIC to Mkt Perform from Underperform; also raising 2003/2004 estimates on SONS...
JP Morgan initiating coverage on EMS industry: CLS, JBL, AVX, KEM, MOLX, TTMI, VSH with Overweight, BHE, FLEX, PLXS with Neutral and PMTR, SANM, SLR, AVT, PWER with Underweight; also initiating coverage on AV with Overweight...
Lehman raising tgts on MXIM (to $45 from $43) and LLTC (to $40 from $37); also upgrading NI to Overweight from Equal-Weight...
CSFB downgrading APA to Neutral from Outperform, also cutting IPCC to Neutral from Outperform...
CIBC lowering 2003-2005 estimates on DFIB, maintaining Outperformer rating...
Pacific Growth initiating coverage on EXAR with Outperform.
Gruß
MadX