By: LaSignoraMaria on Martedì 10 Giugno 2003 17:17
Aggiorniamo il commento finanziario americano migliore che abbiamo:
Tuesday June 10th
8:02--Cumulus Media was downgraded to neutral at Merrill Lynch.
8:00--Ericsson was downgraded to sell from hold at Wells Fargo.
7:57--Nokia was downgraded to sell from hold at Wells Fargo.
7:38--Motorola extended its supplier agreement with Broadcom for set-top cable box chips through 2004.
7:32--JetBlue ordered 100 Embraer 190 jet aircraft for $3B.
7:29--Wal-Mart is rolling out its own rental DVD program for $15.54. The program would compete with Netflix, which slightly raised guidance yesterday afternoon.
7:26--Boeing was upgraded to buy from neutral at Bank of America.
7:18--Homebuilders price targets were raised at Lehman.
7:17--Nokia said they see no sign of a market recovery yet in networks. Sees phone market shipments up slightly in Q2 vs. Q1.
7:12--L-3 will pay $90M for a Bombardier unit.
7:11--Business Objects’ intelligence platform was selected by KMart.
7:02--Nokia affirmed its Q2 guidance, however also said that its Q2 sales growth in handsets will be at the lower end of its forecast 4%-12%.
7:00--Stocks are: S&P +3.00, Nasdaq +4.00.
-British Pound higher after Tony Blair said he thinks there could be a referendum on euro adoption in 2004. Tony Blair also said the cabinet will be involved in future decisions on the euro. Additionally in UK, the trade gap narrowed.
-Japanese Machinery orders were -5.0%, but yen is ignoring it.
-SEC’s Donaldson said there is a disconnect between corporate salaries and companies; suggesting that CEO’s are overpaid.
-US troops killed 4 attackers in eastern Afghanistan.
-Sec of Defense Rumsfeld reiterated that time is needed in WMD search in Iraq.
-There is talk that Iraq will increase production by 1.5M bbls.
-Nikkei -0.4%, FTSE -0.1%, DAX +1.2%.
-Netflix slightly raised its Q2 revenue guidance to $62M-$64M from $60M-$64M and vs. $63.5M consensus. Company also raised its income guidance.
-Oracle said that PeopleSoft is threatening a lawsuit.
-UTI Worldwide Q1 EPS was 26c/sh vs. 23c/sh consensus. Revenues were $326.8M vs. $321.5M consensus.
-Dell’s reselling agreement with EMC was extended an additional two years to 2008.
-IBM and Infineon are jointly developing a new MRAM chip to replace DRAM and SRAM.
-Cell Therapeutics is advancing one of its drugs to Phase II testing due to successful testing so far.
-Deutsche Bank said it has no intention of selling its stake in DaimlerChrysler. It owns 20% of DaimlerChrysler.
-Jones Apparel was upgraded at Merrill Lynch.
-American Barrick Gold was upgraded to neutral from underweight at JP Morgan.
-SAP AG was upgraded at UBS. It was upgraded yesterday at Soundview.
-Caremark, Advance PCS, and Express Scripts were upgraded at Piper Jaffray.
-Regeneron Pharmaceuticals was upgraded to equal-weight from underweight at Morgan Stanley.
-US Judge blocked SBC rate hike okayed by IL legislature.
-American Woodmark Q4 EPS was 91c/sh which matched expectations, but company lowered Q1 EPS to $0.95-$1.00/sh vs. $1.05/sh consensus.
-Mercury Interactive will acquire a private company for $225M.
-Guitar Center announced a $90M convertible offering. Company affirmed its Q2 EPS guidance.
-Gilette, Colgate, and Alberto-Culver were downgraded to neutral from buy at Merrill Lynch.
-Applied Materials, KLA-Tencor, Lam Research, and Novellus were downgraded to neutral from buy at Bank of America.
-Newmont Mining was downgraded to neutral from overweight at JP Morgan.
-Biogen was downgraded to reduce from neutral at UBS.
-Chubb was downgraded to underperform from market perform at Wachovia.
-Ciena and Tellabs were downgraded to reduce from neutral at UBS.
-Oracle bumped up its earnings release date to Jun 12th from Jun 17th.