Monday, July 07 - 2008
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Credit Suisse Weekly


  • Technology stocks rise, but fundamentals remain weak

  • Technology stocks regained some ground, despite a continuing low earnings visibility for most of the technology companies. The semiconductor capital equipment maker Applied Materials (AMAT: $14.70; CSFB: Hold) reported its quarter results on August 13, which gave disappointing sales figures.
  • Monday, August 19 - 2002 at 15:17
  • New legislation and the market risk

  • NASDAQ - Technology stocks took a hit amid concerns of continued weakness in the economy. EUROPE - Investors should focus on low beta stocks with a high degree of earnings visibility
  • Monday, August 05 - 2002 at 18:06
  • A setback on a disappointing guidance out of Taiwan

  • American International Group Inc. (AIG, $56.82, CSFB recommendation: Strong buy) announced a 2Q'02 EPS before XO of $0.68 while consensus expected $0.85. Nevertheless we think this result is good given the tough environment.
  • Tuesday, July 30 - 2002 at 15:54
  • Recommendation update

  • Boeing Co. (BA, USD40.15, CSFB recommendation: Buy) is expected to make public its 2Q02 result on July 17th (USD0.800 EPS expected).
  • Tuesday, July 16 - 2002 at 17:11
  • US Technology

  • Growing scepticism after a fifth straight week of sharp decline in the Nasdaq Composite. On a week-on-week basis, the NASDAQ Composite Index fell 4.23% to 1440.96.
  • Tuesday, June 25 - 2002 at 11:11



Index : Credit Suisse Weekly : Page 9
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