Report Date,Ticker,Headline,Primary Analyst,Secondary Analysts,Fiscal Year End,EPS-Annual Act,EPS-Annual Est1,EPS-Annual Est2,EPS-Qtr 1 Act,EPS-Qtr 2 Act,EPS-Qtr 3 Act,EPS-Qtr 4 Act,EPS-Qtr 1 Est1,EPS-Qtr 2 Est1,EPS-Qtr 3 Est1,EPS-Qtr 4 Est1,EPS-Qtr 1 Est2,EPS-Qtr 2 Est2,EPS-Qtr 3 Est2,EPS-Qtr 4 Est2,Target Price,Rating,Volatile,Universe Weight,Coverage Universe
02 Jan 2005,MRVL,"Semiconductor Devices: Semiconductors: November SIA Results","Michael Masdea",,31 Jan 2004,.47,.83,1.00,.09,.17,.24,.11,.20,.24,.12,.22,.25,.14,.23,.26,35.00,OUTPERFORM,YES,MARKETWEIGHT,Communications Semiconductors,
02 Jan 2005,TXN,"Semiconductor Devices: Semiconductors: November SIA Results","Michael Masdea",Suji De Silva ,31 Dec 2003,.45,1.04,1.06,.07,.21,.22,.07,.25,.26,.12,.32,.28,.19,.26,.29,30.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
02 Jan 2005,BRCM,"Semiconductor Devices: Semiconductors: November SIA Results","Michael Masdea",,31 Dec 2003,.49,1.21,1.03,.06,.29,.23,.10,.35,.23,.14,.36,.27,.19,.22,.29,34.00,OUTPERFORM,YES,MARKETWEIGHT,Communications Semiconductors,
02 Jan 2005,LLTC,"Semiconductor Devices: Semiconductors: November SIA Results","Michael Masdea",,30 Jun 2004,1.03,1.29,1.29,.22,.33,.31,.23,.32,.32,.27,.32,.32,.31,.32,.34,46.50,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
02 Jan 2005,MXIM,"Semiconductor Devices: Semiconductors: November SIA Results","Michael Masdea",,30 Jun 2004,1.20,1.63,1.66,.25,.42,.40,.28,.41,.41,.31,.40,.41,.36,.40,.44,52.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
03 Jan 2005,NDC,"NDCHealth Earnings Model","Kevin Berg",,31 May 2004,.89,0.3,0.61,.22,.03,NA,.28,.06,NA,.28,.10,NA,.10,.11,NA,16.00,NEUTRAL,NA,MARKET WEIGHT,US Healthcare Technology and Distribution,
03 Jan 2005,BBGI,"Beasley Broadcast Group Earnings Model","Shawn Feely",Joyce Kwok ,31 Dec 2003,.47,0.45,0.47,.08,.01,NA,.18,.15,NA,.05,.17,NA,.08,.12,NA,18.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,CDL,"Citadel Broadcasting Corp Earnings Model","Shawn Feely",Joyce Kwok ,31 Dec 2003,-.85,0.51,0.61,-.35,NA,NA,-.20,NA,NA,-.20,NA,NA,-.12,NA,NA,18.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,CMLS,"Cumulus Media Earnings Model","Shawn Feely",,31 Dec 2003,.10,0.4,0.59,-.12,-.03,NA,-.02,.18,NA,.10,.13,NA,.13,.12,NA,20.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,CVC,"Cablevision Systems Corp. Earnings Model","Bryan Kraft",Carrie Hart ,31 Dec 2003,-1.21,-1.35,-0.02,-.51,-.35,NA,-.82,-.49,NA,-.35,-.15,NA,-.69,-.32,NA,26.0,NEUTRAL,NA,UNDERWEIGHT,Cable TV,
03 Jan 2005,RIMM,"Research In Motion Limited Earnings Model","Michael Ounjian",,28 Feb 2004,0,2.04,2.9,-.00,.36,.70,.05,.45,.73,.15,.58,.77,.28,.65,.78,85.00,NEUTRAL,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
03 Jan 2005,33780.KS,"Asian Daily: South Korea - KT&G Corp. Maintain NEUTRAL","Hocheol Kim",,31 Dec 2003,2576.0,3582.0,3620.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35000.00,NEUTRAL,NA,NA,NA,
03 Jan 2005,0386.HK,"Asian Daily:China -China Petroleum & Chemical Corp.-H.OUTPERFORM","Prashant Gokhale",Edwin Pang ,31 Dec 2003,0.25,0.48,0.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.40,OUTPERFORM,NA,NA,NA,
03 Jan 2005,0144.HK,"Asian Daily: China - China Merchant Holdings.Maintain OUTPERFORM","Karen Chan",Peter Hilton ,31 Dec 2003,0.6,1.0,1.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.80,OUTPERFORM,NA,NA,NA,
03 Jan 2005,AIRA.KL,"Asian Daily: Malaysia - AirAsia. NEUTRAL","Peter Hilton",Felix Rusli ,30 Jun 2004,0.03,0.1,0.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.80,NEUTRAL,NA,NA,NA,
03 Jan 2005,SCMR,"AM CALL: SCMR: We are Lowering our Rating to Underperform","Paul Silverstein",Angelo Liberatore ,31 Jul 2004,-0.14,-0.1,-0.11,-0.04,-0.03,-0.03,-0.04,-0.02,-0.03,-0.03,-0.03,-0.03,-0.03,-0.03,-0.03,3.5,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
03 Jan 2005,CLS,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,SLR,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,FLEX,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,BHE,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,JBL,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,SANM,"AM CALL: Tech Hardware & Equipment: EMS Sector: 2005 Outlook","Michael Walker",William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
03 Jan 2005,F,"Automotive: Sales & Production Expected to Rise Modestly in 2005","Chris Ceraso",Erin Silverman ,31 Dec 2004,2.08,1.87,NA,.96,.62,NA,.61,.59,NA,.28,.24,NA,.24,.42,NA,15.00,NEUTRAL,YES,UNDERWEIGHT,Automotive,
03 Jan 2005,GM,"Automotive: Sales & Production Expected to Rise Modestly in 2005","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.18,5.00,NA,2.25,1.11,NA,2.36,1.76,NA,.78,.65,NA,.79,1.45,NA,42.00,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
03 Jan 2005,LEA,"Automotive: Sales & Production Expected to Rise Modestly in 2005","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.02,6.22,NA,1.30,1.29,NA,1.65,1.75,NA,1.32,1.36,NA,1.76,2.09,NA,60.00,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
03 Jan 2005,MGA,"Automotive: Sales & Production Expected to Rise Modestly in 2005","Chris Ceraso",Erin Silverman ,31 Dec 2004,7.1,8.0,9.0,1.84,1.91,NA,1.93,2.15,NA,1.37,1.61,NA,1.85,2.3,NA,88.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
03 Jan 2005,JRC,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,1.19,1.23,1.34,.23,.24,NA,.34,.35,NA,.28,.29,NA,.35,.36,NA,26.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,MNI,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,3.08,3.37,3.81,.56,.62,NA,.81,.90,NA,.77,.83,NA,.93,1.01,NA,86.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,MEG,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,2.36,3.12,3.31,.13,.38,NA,.74,.78,NA,.50,.66,NA,1.00,1.30,NA,76.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,LEE,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,30 Sep 2004,1.92,2.24,0,.55,.61,NA,.36,NA,NA,.54,NA,NA,.47,NA,NA,48.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,PTZ,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,2.01,2.19,2.44,.35,.37,NA,.54,.58,NA,.42,.50,NA,.68,.73,NA,59.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,DJ,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,.96,1.25,1.56,.12,.22,NA,.27,.41,NA,.14,.15,NA,.43,.46,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,GCI,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,4.46,4.95,5.25,.93,1.00,NA,1.20,1.30,NA,1.03,1.18,NA,1.31,1.49,NA,101.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,KRI,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,3.63,3.92,4.30,.62,.70,NA,.95,1.04,NA,.85,.88,NA,1.22,1.30,NA,82.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,NYT,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,1.96,1.91,2.03,.43,.38,NA,.47,.50,NA,.33,.33,NA,.73,.70,NA,47.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,TRB,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,2.10,2.23,2.43,.39,.40,NA,.57,.62,NA,.48,.51,NA,.66,.69,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,WPO,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,26.56,34.81,38.65,4.21,6.15,NA,6.60,8.82,NA,6.66,8.89,NA,9.08,10.94,NA,1030.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,SSP,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,1.52,1.74,1.93,.33,.37,NA,.42,.49,NA,.32,.34,NA,.46,.54,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,BLC,"AM CALL: Media: CSFB Newspapers: Newspaper Stocks","William Drewry",,31 Dec 2003,1.10,1.33,1.30,.14,.19,NA,.34,.38,NA,.27,.32,NA,.35,.44,NA,25.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
03 Jan 2005,HRL,"Hormel Foods Earnings Model","David Nelson",,31 Oct 2003,1.31,1.56,1.75,.32,.37,.44,.24,.37,.40,.25,.32,.36,.50,.50,.55,31.0,NEUTRAL,NA,MARKET WEIGHT,Agribusiness,
03 Jan 2005,FNM,"Mortgage Finance: GSE Capital; Freddie Exceeds","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
03 Jan 2005,FRE,"Mortgage Finance: GSE Capital; Freddie Exceeds","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
03 Jan 2005,WAG,"WAG: 1Q05 Beats","Jack Murphy",Jeff Brown ,31 Aug 2004,1.31,1.53,1.75,0.25,0.31,NA,0.41,0.47,NA,0.33,0.38,NA,0.32,0.36,NA,45.0,OUTPERFORM,NA,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,BK,"Multinational Banks: Favorable Macro Trends to Finish the Year","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2003,1.67,1.88,2.10,.41,.47,NA,.41,.48,NA,.42,.46,NA,.44,.48,NA,35.00,OUTPERFORM,NO,NA,NA,
03 Jan 2005,NTRS,"Multinational Banks: Favorable Macro Trends to Finish the Year","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2003,1.95,2.30,2.50,.42,.57,NA,.44,.59,NA,.51,.57,NA,.58,.58,NA,45.00,NEUTRAL,NO,NA,NA,
03 Jan 2005,STT,"Multinational Banks: Favorable Macro Trends to Finish the Year","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2003,2.33,2.47,2.85,.44,.67,0,.52,.68,0,.66,.52,0,.71,.54,0,45.00,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
03 Jan 2005,TEVA,"Teva Pharmaceutical Industries Earnings Model","Kenneth Kulju",Chris Schott ,31 Dec 2003,1.07,1.44,1.63,.25,.32,.37,.25,.35,.40,.26,.38,.41,.31,.39,.45,39.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
03 Jan 2005,AVB,"AVB: Looks Good Through '06","Andrew Rosivach",Jessica Tully ,31 Dec 2003,3.27,3.36,3.60,.83,.79,.94,.83,.83,.88,.80,.85,.87,.81,.89,.91,78.00,OUTPERFORM,NO,MARKETWEIGHT,REITS,
03 Jan 2005,FON,"Sprint Corporation Earnings Model","Lara Warner",Steven Glik ,31 Dec 2003,1.46,0.94,1.56,.34,.17,NA,.35,.20,NA,.38,.24,NA,.39,.33,NA,27.0,OUTPERFORM,NA,MARKET WEIGHT,Wireline,
03 Jan 2005,BBY,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,CAO,"Hardlines Retailing: Weekly Review","Kevin Flaherty",Jack Murphy ,31 Jan 2004,1.08,1.13,1.42,.17,.28,.37,.30,.30,.38,.33,.32,.38,.29,.23,.29,15.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,BBBY,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,1.31,1.61,1.90,.19,.27,NA,.32,.39,NA,.33,.40,NA,.47,.55,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,CC,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,29 Feb 2004,.11,.57,.70,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.67,NA,14.00,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,LOW,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,2.33,2.87,3.36,.53,.73,.85,.75,.90,1.05,.56,.65,.76,.50,.59,.70,75.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,RSH,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.74,2.09,2.35,.33,.41,NA,.32,.42,NA,.33,.39,NA,.77,.86,NA,30.00,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,HD,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,1.88,2.31,2.63,.39,.52,.60,.56,.71,.81,.50,.60,.68,.42,.48,.54,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,LIN,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.70,1.40,1.93,.08,0,NA,.13,.02,NA,.47,.38,NA,1.02,1.00,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
03 Jan 2005,PTMK,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,.39,-.20,-.00,-.00,-.08,-.05,-.03,-.05,-.02,.07,-.10,-.09,.35,.03,.16,2.50,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,PFGC,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.54,1.25,1.58,.34,.16,.26,.49,.39,.48,.44,.37,.45,.26,.33,.39,24.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,ABS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.50,1.38,1.45,.47,.15,.33,.43,.34,.33,.25,.30,.29,.35,.59,.50,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,CVS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Dec 2003,2.07,2.14,2.64,.48,.59,NA,.49,.56,NA,.46,.44,NA,.64,.55,NA,43.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,GAP,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,21 Feb 2004,-3.96,-4.15,-3.15,-.53,-1.03,-.67,-1.62,-1.17,-.89,-1.22,-1.03,-.83,-.59,-.92,-.76,8.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,KR,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.16,1.16,1.24,.46,.35,.40,.31,.21,.23,.16,.19,.19,.23,.41,.42,18.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,LDG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Jan 2004,.99,1.09,1.13,.24,.25,.26,.25,.27,.29,.14,.17,.16,.36,.40,.42,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,RAD,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,26 Feb 2004,.21,.27,.29,.03,.11,.10,-.02,.04,.05,.06,.05,.06,.13,.07,.08,3.50,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,SWY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.83,1.30,1.55,.45,.16,.36,.48,.35,.34,.47,.28,.31,.43,.51,.54,16.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,SYY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,1.39,1.53,1.74,.32,.35,.40,.34,.38,.43,.30,.34,.39,.43,.46,.52,35.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,WAG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Aug 2004,1.31,1.53,1.75,.25,.31,NA,.41,.47,NA,.33,.38,NA,.32,.36,NA,45.00,OUTPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,WIN,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,-.23,-.13,-.11,.04,-.07,-.06,-.34,-.07,-.06,.03,.02,.01,.04,-.01,0,2.50,UNDERPERFORM,YES,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,NTRS,"NTRS: Conforming Estimates","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2003,1.95,2.3,2.5,0.42,0.57,NA,0.44,0.59,NA,0.51,0.57,NA,0.58,0.58,NA,50.0,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
03 Jan 2005,NDC,"NDC: 2Q05: On the Radar","Kevin Berg",Jordan Fogel ,31 May 2004,0.89,0.3,0.61,0.22,0.03,NA,0.28,0.06,NA,0.28,0.1,NA,0.1,0.11,NA,16.0,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
03 Jan 2005,SAFT,"SAFT: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,1.43,2.6,2.8,0.22,0.39,NA,0.43,0.66,NA,0.42,0.95,NA,0.36,0.6,NA,27.0,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,RNR,"RNR: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,7.38,0.8,6.5,1.84,1.93,NA,1.84,2.0,NA,1.57,-5.31,NA,2.13,2.07,NA,53.0,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,ENH,"ENH: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,3.45,4.6,5.1,0.78,1.4,NA,0.94,1.7,NA,0.85,0.39,NA,1.33,1.1,NA,37.0,OUTPERFORM,YES,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,KMB,"KMB: Model Update","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,3.38,3.61,3.85,0.8,0.91,0.96,0.82,0.9,0.97,0.85,0.89,0.94,0.91,0.91,0.98,75.0,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
03 Jan 2005,WAG,"Walgreen Co. Earnings Model","Jack Murphy",,31 Aug 2004,1.31,1.53,1.75,.25,.31,NA,.41,.47,NA,.33,.38,NA,.32,.36,NA,45.00,OUTPERFORM,NA,UNDERWEIGHT,Food & Drug Retail,
03 Jan 2005,PRE,"PRE: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,6.51,6.9,7.6,1.51,2.02,NA,1.57,1.93,NA,1.75,1.07,NA,1.67,1.87,NA,58.0,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,PTP,"PTP: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,3.04,1.85,4.1,0.64,1.1,NA,0.56,1.03,NA,0.78,-1.67,NA,1.06,1.06,NA,36.0,OUTPERFORM,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,RE,"RE: Assuming Coverage","Charles Gates",Jonathan Tischler ,31 Dec 2003,8.29,8.4,12.05,2.02,2.67,NA,1.94,3.07,NA,2.23,0.08,NA,2.09,2.58,NA,85.0,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
03 Jan 2005,NTRS,"Northern Trust Earnings Model","Susan Roth",,31 Dec 2003,1.95,2.3,2.5,.42,.57,NA,.44,.59,NA,.51,.57,NA,.58,.58,NA,45.00,NEUTRAL,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
03 Jan 2005,PHCC,"ACDO: Top Small-Cap for '05","Kevin Berg",Jordan Fogel ,31 Dec 2003,1.16,1.14,1.19,.30,.28,.29,.26,.30,.28,.28,.29,.30,.32,.28,.32,17.00,UNDERPERFORM,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
03 Jan 2005,MHS,"ACDO: Top Small-Cap for '05","Kevin Berg",,31 Dec 2003,1.83,2.18,2.41,.43,.53,.56,.44,.56,.59,.47,.53,.61,.48,.56,.65,45.00,OUTPERFORM,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
03 Jan 2005,ACDO,"ACDO: Top Small-Cap for '05","Kevin Berg",Jordan Fogel ,30 Jun 2004,1.6,1.59,1.86,0.36,0.36,0.42,0.41,0.39,0.43,0.43,0.39,0.45,0.4,0.45,0.56,32.0,OUTPERFORM,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
03 Jan 2005,CCU,"Clear Channel Communications Earnings Model","Shawn Feely",,31 Dec 2003,1.23,1.39,1.57,.12,.19,NA,.41,.41,NA,.38,.44,NA,.32,.35,NA,43.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,CXR,"Cox Radio Earnings Model","Shawn Feely",,31 Dec 2003,.61,0.67,0.79,.09,.11,NA,.18,.20,NA,.18,.19,NA,.21,.18,NA,21.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,SALM,"Salem Communications Corp. Earnings Model","Shawn Feely",,31 Dec 2003,-.02,0.31,0.69,-.26,.05,NA,.08,-.01,NA,.06,.11,NA,.09,.18,NA,32.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,HTV,"Hearst Argyle Television Earnings Model","Shawn Feely",,31 Dec 2003,.98,1.27,1.11,.11,.19,NA,.29,.37,NA,.24,.32,NA,.34,.38,NA,27.00,NEUTRAL,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,LAMR,"Lamar Advertising Earnings Model","Shawn Feely",,31 Dec 2003,-.46,0.23,0.48,-.32,-.02,NA,-.02,.08,NA,-.06,.11,NA,-.05,.06,NA,48.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,ROIA,"Radio One Inc Earnings Model","Shawn Feely",,31 Dec 2003,.32,0.32,0.39,.02,.04,NA,.10,.12,NA,.11,0,NA,.06,0,NA,19.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,SGA,"Saga Communications Earnings Model","Shawn Feely",,31 Dec 2003,.65,0.76,0.77,.08,.12,NA,.20,.21,NA,.21,.21,NA,.16,.23,NA,21.00,UNDERPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,UVN,"Univision Communications Earnings Model","Shawn Feely",,31 Dec 2003,.55,0.72,0.88,.04,.09,NA,.16,.24,NA,.17,.21,NA,.17,.19,NA,36.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,WON,"Westwood One Inc. Earnings Model","Shawn Feely",,31 Dec 2003,.95,1.0,1.12,.16,.17,NA,.23,.26,NA,.27,.24,NA,.31,.33,NA,28.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,YBTVA,"Young Broadcasting Earnings Model","Shawn Feely",,31 Dec 2003,-2.48,-2.54,-2.8,-.93,-.79,NA,-.27,-.42,NA,-.61,-.61,NA,-.67,-.39,NA,16.00,UNDERPERFORM,NA,OVERWEIGHT,Broadcasting,
03 Jan 2005,WYE,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability Should Improve in 2005","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,0.54,0.63,0.64,0.65,0.62,0.69,0.65,0.76,0.8,0.6,0.66,0.72,45.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
03 Jan 2005,LLY,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability Should Improve in 2005","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.58,2.80,3.13,.61,.70,.74,.64,.68,.83,.66,.69,.73,.67,.73,.82,70.00,OUTPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
03 Jan 2005,MRK,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability Should Improve in 2005","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
03 Jan 2005,PFE,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability Should Improve in 2005","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,2.00,.41,.52,.48,.31,.47,.42,.47,.55,.53,.52,.59,.57,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
03 Jan 2005,ALLD.L,"European Spirits - US Q4 trends positive for Diageo Pernod","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Aug 2004,.36,.36,.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,445.00,UNDERPERFORM,NO,MARKETWEIGHT,Beverages,
03 Jan 2005,DGE.L,"European Spirits - US Q4 trends positive for Diageo Pernod","Michael Bleakley",Andy Bowley Jennifer Matthews ,30 Jun 2004,.48,.48,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,830.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
03 Jan 2005,PERP.PA,"European Spirits - US Q4 trends positive for Diageo Pernod","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,6.27,6.81,7.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,116.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
04 Jan 2005,DNA,"Genentech Inc. Earnings Model","Mark Augustine",,31 Dec 2003,.60,.83,0.83,.18,.19,NA,.16,.19,NA,.14,.24,NA,.14,.21,NA,65.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,CHIR,"Chiron Corporation Earnings Model","Mark Augustine",,31 Dec 2003,1.53,.78,0.78,.30,.22,NA,.35,.25,NA,.60,.26,NA,.29,0,NA,25.00,UNDERPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,GILD,"Gilead Sciences Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,.73,.94,0.94,.12,.22,NA,.23,.24,NA,.17,.25,NA,.21,.23,NA,38.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,HGSI,"Human Genome Sciences Earnings Model","Mark Augustine",Michele Park ,31 Dec 2003,1.44,-1.71,-1.71,-.32,-.40,NA,-.37,-.45,NA,-.37,-.43,NA,-.38,-.42,NA,13.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,CGTK,"Corgentech Earnings Model","Mark Augustine",,31 Dec 2003,-37.90,-1.69,-1.69,NA,-.42,NA,NA,-.32,NA,NA,-.46,NA,NA,-.49,NA,10.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,ICOS,"ICOS Corp. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,-2.01,-3.05,-3.05,-.66,-1.36,-.41,-.19,-.82,-.29,-.63,-.42,-.14,-.54,-.44,-.05,35.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,AMGN,"Amgen Inc. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,1.90,2.46,2.46,.42,.57,NA,.49,.62,NA,.53,.64,NA,.46,.63,NA,66.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,BIIB,"Biogen Idec Inc. Earnings Model","Mark Augustine",,31 Dec 2003,1.06,1.37,1.37,.24,.40,NA,.24,.34,NA,.26,.37,NA,.24,.29,NA,80.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,UHS,"Universal Health Service Earnings Model","Kevin Berg",,31 Dec 2003,3.24,2.66,2.95,.86,.74,.82,.84,.76,.78,.79,.63,.71,.75,.53,.64,44.00,NEUTRAL,NA,MARKET WEIGHT,Healthcare Facilities,
04 Jan 2005,0683.HK,"Asian Daily: Hong Kong - Kerry Properties. Maintain OUTPERFORM","Victor Kwok",Karena Fung ,31 Dec 2003,0.33,1.48,1.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,20.00,OUTPERFORM,NA,NA,NA,
04 Jan 2005,0142.HK,"Asian Daily: Hong Kong - First Pacific. Maintain OUTPERFORM","Gary Chan",Peter Hilton ,31 Dec 2003,0.03,0.04,0.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,3.00,OUTPERFORM,NA,NA,NA,
04 Jan 2005,0001.HK,"Asian Daily:Hong Kong - Cheung Kong Holdings.Maintain OUTPERFORM","Victor Kwok",Karena Fung ,31 Dec 2003,4.24,5.56,8.84,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,88.50,OUTPERFORM,NA,NA,NA,
04 Jan 2005,GPS,"GPS: Reducing Estimates","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.09,1.18,1.65,0.22,0.32,NA,0.22,0.21,NA,0.28,0.28,NA,0.37,0.37,NA,27.0,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
04 Jan 2005,RGC,"RGC: Reducing Est's on Weak Finish to 4Q Box Office","Scott Barry",Edward Loh ,31 Dec 2003,1.33,0.94,1.11,0.27,0.14,NA,0.34,0.37,NA,0.31,0.19,NA,0.41,0.22,NA,23.0,OUTPERFORM,NA,MARKETWEIGHT,Travel & Leisure,
04 Jan 2005,SON,"AM CALL: SON: Downgrading to Neutral on Price","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,1.23,1.55,1.75,0.31,0.33,0,0.32,0.39,0,0.3,0.44,0,0.37,0.4,0,30.0,NEUTRAL,NA,OVERWEIGHT,Packaging,
04 Jan 2005,ABS,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Jack Murphy",Teresa Ging ,31 Jan 2004,1.50,1.38,1.45,.47,.15,.33,.43,.34,.33,.25,.30,.29,.35,.59,.50,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,CVS,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Jack Murphy",,31 Dec 2004,2.14,2.64,NA,.59,NA,NA,.56,NA,NA,.44,NA,NA,.55,NA,NA,43.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,TGT,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Michael Exstein",,31 Jan 2004,1.80,2.12,2.54,.35,.44,.51,.36,.40,.53,.30,.37,.43,.80,.93,1.06,53.00,OUTPERFORM,NO,MARKETWEIGHT,Mass Merchants,
04 Jan 2005,SWY,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Jack Murphy",Teresa Ging ,31 Dec 2003,1.83,1.30,1.55,.45,.16,.36,.48,.35,.34,.47,.28,.31,.43,.51,.54,16.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,WMT,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Michael Exstein",Teresa Ging ,31 Jan 2004,2.03,2.40,2.69,.42,.50,.58,.52,.62,.70,.46,.54,.60,.63,.74,.81,65.00,OUTPERFORM,NO,MARKETWEIGHT,Mass Merchants,
04 Jan 2005,WAG,"AM CALL: Food Retail: Midwest Mass Channel Pricing Survey","Jack Murphy",,31 Aug 2004,1.31,1.53,1.75,.25,.31,NA,.41,.47,NA,.33,.38,NA,.32,.36,NA,45.00,OUTPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,ETN,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Dec 2003,2.72,4.20,5.45,.53,.88,NA,.68,1.06,NA,.72,1.10,NA,.78,1.13,NA,85.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,CAT,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Dec 2003,3.13,5.75,7.50,.37,1.16,NA,1.15,1.55,NA,.62,1.41,NA,.97,1.63,NA,111.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,DE,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Oct 2004,5.56,6.15,NA,.68,NA,NA,1.88,NA,NA,1.58,NA,NA,1.41,NA,NA,85.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,NAV,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Oct 2004,3.07,5.00,6.50,-.34,NA,NA,.54,NA,NA,.69,NA,NA,1.88,NA,NA,63.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,PCAR,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Dec 2003,2.99,5.20,6.50,.63,1.03,NA,.71,1.34,NA,.75,1.41,NA,.90,1.42,NA,81.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,CMI,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Dec 2003,1.36,6.35,8.05,-.79,.76,NA,.34,1.76,NA,.60,1.61,NA,1.07,2.00,NA,90.00,OUTPERFORM,NO,OVERWEIGHT,Machinery,
04 Jan 2005,RUSHA,"AM CALL: RUSHA: We are Initiating Coverage w/ an Outperform","John McGinty",Jamie Cook Christopher Martin ,31 Dec 2003,0.57,0.9,1.22,0.06,0.13,0.18,0.16,0.25,0.34,0.21,0.35,0.44,0.14,0.17,0.26,22.5,OUTPERFORM,NA,OVERWEIGHT,Machinery,
04 Jan 2005,BBY,"Specialty Hardlines: Expect that Digital Drove December","Jack Murphy",Jeff Brown ,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
04 Jan 2005,CC,"Specialty Hardlines: Expect that Digital Drove December","Jack Murphy",Jeff Brown ,29 Feb 2004,.11,.55,.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
04 Jan 2005,AGCC,"AGCC: Raising Target Price to $10","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,-1.91,-0.77,-0.05,-1.05,-0.17,0,0.1,0.07,0,-0.48,-0.24,0,-0.46,-0.43,0,10.0,OUTPERFORM,NO,OVERWEIGHT,Packaging,
04 Jan 2005,WYE,"Wyeth Earnings Model","Catherine Arnold",,31 Dec 2003,2.45,2.66,2.85,.54,.63,.64,.65,.62,.69,.65,.76,.80,.60,.66,.72,45.00,NEUTRAL,NA,MARKET WEIGHT,Major Pharmaceuticals,
04 Jan 2005,GPS,"Gap Inc. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.09,1.18,1.65,.22,.32,NA,.22,.21,NA,.28,.28,NA,.37,.37,NA,27.00,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
04 Jan 2005,EMMS,"Emmis Communications Earnings Model","Shawn Feely",,28 Feb 2003,-.07,-0.12,-0.81,.04,.01,-1.36,-.13,.14,.23,.16,.16,.29,-.14,-.43,.01,23.00,OUTPERFORM,NA,OVERWEIGHT,Broadcasting,
04 Jan 2005,WAG,"WAG: December Sales Below Expectations","Jack Murphy",Jeff Brown ,31 Aug 2004,1.31,1.53,1.75,0.25,0.31,NA,0.41,0.47,NA,0.33,0.38,NA,0.32,0.36,NA,45.0,OUTPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,ACDO,"Accredo Health Inc. Earnings Model","Kevin Berg",,30 Jun 2004,1.60,1.59,1.86,.36,.36,.42,.41,.39,.43,.43,.39,.45,.40,.45,.56,32.00,OUTPERFORM,NA,MARKET WEIGHT,US Healthcare Technology and Distribution,
04 Jan 2005,RAD,"RAD: December Sales Weak In-Line with Street","Jack Murphy",Jeff Brown ,29 Feb 2004,0.21,0.27,0.29,0.03,0.11,0.1,-0.02,0.04,0.05,0.06,0.05,0.06,0.13,0.07,0.08,3.5,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
04 Jan 2005,MPG,"MPG: LA School District--Negative News With A Few Positive","Andrew Rosivach",Jessica Tully ,31 Dec 2003,.98,1.97,2.15,NA,.46,.46,NA,.49,.49,NA,.52,.51,NA,.52,.52,23.70,NEUTRAL,NO,MARKETWEIGHT,REITS,
04 Jan 2005,BOOT.L,"Preview of January 2005 trading statements: Focus on strategy...","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,31 Mar 2004,.48,.47,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,610.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,DXNS.L,"Preview of January 2005 trading statements: Focus on strategy...","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,30 Apr 2004,.12,.12,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,MRW.L,"Preview of January 2005 trading statements: Focus on strategy...","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier David Jeary Nathan Cockrell ,31 Jan 2004,.13,.09,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,NXT.L,"Preview of January 2005 trading statements: Focus on strategy...","Nathan Cockrell",David Jeary Sally Ronald Lindsay Ireland Tony Shiret Nicolas Regnier ,31 Jan 2004,.93,1.16,1.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1675.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,TSCO.L,"Preview of January 2005 trading statements: Focus on strategy...","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,GUS.L,"Preview of January 2005 trading statements: Focus on strategy...","Nathan Cockrell",Tony Shiret Sally Ronald Lindsay Ireland David Jeary Nicolas Regnier ,31 Mar 2004,.60,.66,.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,775.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,ITX.MC,"Preview of January 2005 trading statements: Focus on strategy...","Nathan Cockrell",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Jan 2004,.73,1.00,1.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,CPW.L,"Preview of January 2005 trading statements: Focus on strategy...","Tony Shiret",David Jeary Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Mar 2004,.07,.08,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,KESA.L,"Preview of January 2005 trading statements: Focus on strategy...","Nathan Cockrell",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Jan 2004,.21,.23,.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,CARR.PA,"Preview of January 2005 trading statements: Focus on strategy...","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Dec 2003,2.67,2.74,2.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,CASP.PA,"Preview of January 2005 trading statements: Focus on strategy...","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Dec 2003,4.80,4.96,5.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,DELBt.BR,"Preview of January 2005 trading statements: Focus on strategy...","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Dec 2003,4.20,4.54,4.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,AHLN.AS,"Preview of January 2005 trading statements: Focus on strategy...","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,31 Dec 2003,.22,.20,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.00,OUTPERFORM,YES,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,MEOG.F,"Preview of January 2005 trading statements: Focus on strategy...","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier David Jeary Nathan Cockrell ,31 Dec 2003,2.35,2.52,2.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,HMb.ST,"Preview of January 2005 trading statements: Focus on strategy...","Tony Shiret",David Jeary Sally Ronald Lindsay Ireland Nathan Cockrell Nicolas Regnier ,30 Nov 2003,7.72,8.69,9.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,160.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,VRTX,"PM CALL: VRTX: Initiating with Outperform","Richard Troyer",Mark Augustine ,31 Dec 2003,-2.28,-1.93,-1.86,-0.58,-0.46,-0.48,-0.59,-0.54,-0.47,-0.6,-0.46,-0.46,-0.51,-0.47,-0.44,16.0,OUTPERFORM,NO,NA,NA,
04 Jan 2005,NPSP,"NPSP: Initiating with an Outperform","Richard Troyer",Mark Augustine ,31 Dec 2003,-3.45,-3.94,-4.41,-0.8,-0.96,-1.01,-0.7,-1.11,-1.06,-0.79,-1.02,-1.14,-1.15,-0.86,-1.2,28.0,OUTPERFORM,YES,NA,NA,
04 Jan 2005,THRX,"PM CALL: THRX: Initiating with Neutral","Mark Augustine",Lindsey Biegert Richard Troyer ,31 Dec 2003,-10.37,-3.03,-2.1,NA,-0.49,NA,NA,-0.53,NA,-.49,-0.49,-0.53,-.50,-0.5,-0.56,19.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,ABGX,"PM CALL: ABGX: Initiating with Neutral","Michele Park",Mark Augustine ,31 Dec 2003,-2.23,-2.06,-1.83,-.47,-0.47,NA,-.68,-0.68,NA,-.48,-0.48,NA,-.43,-0.43,NA,12.0,NEUTRAL,YES,NA,NA,
04 Jan 2005,KOSN,"PM CALL: KOSN: Initiating with Outperform","Michele Park",Mark Augustine ,31 Dec 2003,-0.38,-0.73,-0.65,-.14,-0.14,NA,-.18,-0.18,NA,-.20,-0.2,NA,-.21,-0.21,NA,10.0,OUTPERFORM,YES,NA,NA,
04 Jan 2005,GENZ,"GENZ: Raise Price Target to $65","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.39,1.77,2.04,0.31,0.37,0.49,0.34,0.44,0.5,0.37,0.49,0.51,0.38,0.47,0.54,65.0,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
04 Jan 2005,MICU,"MICU: Model Update; Increase Target Price to $20","Mark Augustine",Richard Troyer ,31 Dec 2003,-1.69,-1.39,-1.13,-0.37,-0.44,-0.23,-0.54,-0.44,-0.25,-0.36,-0.28,-0.28,-0.41,-0.24,-0.37,20.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,LLY,"LLY: Adding Lilly to the CSFB Focus List","Catherine Arnold",,31 Dec 2003,2.58,2.8,3.13,0.61,0.7,0.74,0.64,0.68,0.83,0.66,0.69,0.73,0.67,0.73,0.82,70.0,OUTPERFORM,NA,MARKETWEIGHT,Major Pharmaceuticals,
04 Jan 2005,GS,"GS: Fine Tuning 2005E","Susan Roth",Howard Chen ,30 Nov 2004,8.92,8.25,8.25,2.5,2.05,NA,2.31,1.84,NA,1.74,1.9,NA,2.36,2.46,NA,130.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
04 Jan 2005,ARM.L,"ARM.L: ARM Holdings - Estimates adjusted post-Artisan","Jean Danjou",Antoine Badel ,31 Dec 2003,1.88,3.18,3.95,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,77.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductors,
04 Jan 2005,AGP,"PM CALL: AGP: Initiating Coverage with an Outperform Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.3,4.01,4.62,0.72,0.9,1.08,0.81,0.99,1.14,0.94,1.08,1.21,0.83,1.04,1.18,90.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,EYET,"PM CALL: EYET: Model Update; Increase Price Target To $48","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.77,-2.33,0.39,-0.17,-0.44,-0.15,-0.28,-0.77,-0.01,-0.67,-0.6,0.14,-0.49,-0.5,0.38,48.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,CNC,"PM CALL: CNC: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,0.24,0.31,0.35,0.25,0.32,0.37,0.26,0.36,0.41,0.27,0.36,0.42,30.0,NEUTRAL,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,AMGN,"PM CALL: AMGN: Model Update; Raise Price Target To $66","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.9,2.46,2.81,0.42,0.57,NA,0.49,0.62,NA,0.53,0.64,NA,0.46,0.63,NA,66.0,NEUTRAL,NO,OVERWEIGHT,Biotechnology,
04 Jan 2005,MYGN,"MYGN: Model Update; Increase Price Target To $19","Mark Augustine",Michele Park Richard Troyer ,30 Jun 2004,-1.49,-1.38,-1.33,-0.35,-0.33,NA,-0.36,-0.36,NA,-0.39,-0.32,NA,-0.37,-0.37,NA,19.0,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,CHIR,"CHIR: Model Update","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.53,.78,1.42,.30,.22,NA,.35,.25,NA,.60,.26,NA,.29,0,NA,25.00,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,ICOS,"ICOS:  Approaching Profitability; Maintain Outperform","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,-2.01,-3.05,-0.88,-0.66,-1.36,-0.41,-0.19,-0.82,-0.29,-0.63,-0.42,-0.14,-0.54,-0.44,-0.05,35.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,CNC,"PM CALL: MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,AGP,"PM CALL: MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,MOH,"PM CALL: MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,0.4,0.59,0.67,0.43,0.61,0.69,0.59,0.63,0.72,0.57,0.61,0.69,53.0,NEUTRAL,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,WCG,"PM CALL: MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
04 Jan 2005,GILD,"PM CALL: GILD: Lowering To Neutral","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,0.73,0.94,1.19,0.12,0.22,NA,0.23,0.24,NA,0.17,0.25,NA,0.21,0.23,NA,38.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,DNA,"PM CALL: CYTK: Model Update","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,.60,.83,1.14,.18,.19,NA,.16,.19,NA,.14,.24,NA,.14,.21,NA,65.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,OSIP,"PM CALL: CYTK: Model Update","Mark Augustine",Michele Park Richard Troyer ,30 Sep 2004,-4.53,-1.75,-.37,-1.03,-.50,NA,-1.27,-.29,NA,-1.19,-.52,NA,-1.09,-.44,NA,57.00,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,CYTK,"PM CALL: CYTK: Model Update","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.88,-1.26,-0.94,-0.47,-0.31,NA,-0.47,-0.46,NA,-0.46,-0.36,NA,-0.48,-0.38,NA,12.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,BIIB,"PM CALL: BIIB: Model Update; Increase Target Price To $80","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,1.06,1.37,1.65,0.24,0.4,NA,0.24,0.34,NA,0.26,0.37,NA,0.24,0.29,NA,80.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,WCG,"PM CALL: WCG: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,0.15,0.37,0.44,0.23,0.38,0.45,0.45,0.39,0.44,0.43,0.4,0.45,37.0,NEUTRAL,YES,OVERWEIGHT,Managed Care,
04 Jan 2005,IMCL,"PM CALL: IMCL: Model Update; Lower Price Target To $65","Mark Augustine",Michele Park Michele Park Richard Troyer Richard Troyer ,31 Dec 2003,-1.52,1.7,1.51,NA,0.76,NA,NA,0.29,NA,NA,0.45,0,NA,0.3,NA,65.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,RIGL,"RIGL: A Top Pick for 2005; Increasing Target to $37","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,-4.16,-3.19,-2.21,-1.53,-0.81,NA,-1.9,-0.68,NA,-0.78,-0.88,NA,-0.8,-0.82,NA,37.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,CNC,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,AGP,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,UNH,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2003,2.96,3.92,4.75,.65,.88,1.12,.71,.93,1.16,.77,1.03,1.21,.83,1.07,1.26,92.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,WLP,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2003,6.15,6.60,8.90,1.29,0,1.90,1.49,0,1.96,1.63,0,2.01,1.58,0,2.03,135.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,MOH,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
04 Jan 2005,WCG,"Managed Care: Medicad Managed Care Industry Overview","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
04 Jan 2005,MLNM,"PM CALL: MLNM: Model Update","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,-0.82,-0.51,-0.2,-0.34,-0.07,NA,-0.07,-0.07,NA,-0.1,-0.18,NA,-0.3,-0.2,NA,14.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
04 Jan 2005,YUM,"YUM: A Nice Finish To The Year","Janice Meyer",,31 Dec 2003,2.06,2.35,2.62,0.39,0.47,0.49,0.4,0.55,0.6,0.53,0.61,0.69,0.69,0.72,0.84,49.0,OUTPERFORM,NO,OVERWEIGHT,Restaurants,
04 Jan 2005,CSE,"CSE: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,0.75,1.02,1.4,0.25,0.2,NA,0.17,0.24,NA,0.21,0.29,NA,0.25,0.3,NA,29.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,CCRT,"CCRT: Fourth Quarter Earnings Preview","Moshe Orenbuch",,31 Dec 2003,2.64,2.4,2.4,0.4,0.65,NA,0.39,0.57,NA,0.92,0.69,NA,0.97,0.49,NA,31.0,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,AXP,"AXP: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.31,2.73,3.1,0.53,0.66,NA,0.59,0.68,NA,0.59,0.69,NA,0.59,0.7,NA,54.0,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,CIT,"CIT: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.65,3.32,3.9,0.6,0.76,NA,0.65,0.82,NA,0.69,0.86,NA,0.72,0.9,NA,52.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,COF,"COF: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.5,6.9,1.35,1.84,NA,1.23,1.65,NA,1.16,1.97,NA,1.11,1.05,NA,93.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,KRB,"KRB: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.8,2.05,2.3,0.33,0.4,NA,0.42,0.51,NA,0.51,0.56,NA,0.54,0.59,NA,33.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,NNI,"NNI: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,0.8,3.05,2.25,0.2,0.22,NA,0.17,1.59,NA,0.24,0.63,NA,0.19,0.61,NA,32.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,ACF,"ACF: Second Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.7,0.21,0.41,NA,0.3,0.35,NA,0.4,0.33,NA,0.51,0.34,NA,22.0,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,PVN,"PVN: Fourth Quarter Earnings Preview","Moshe Orenbuch",,31 Dec 2003,0.67,1.15,1.2,0.02,0.33,NA,0.13,0.22,NA,0.29,0.34,NA,0.23,0.26,NA,16.0,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,SLM,"SLM: Fourth Quarter Earnings Preview","Moshe Orenbuch",,31 Dec 2003,1.86,2.18,2.55,0.43,0.51,NA,0.44,0.52,NA,0.49,0.58,NA,0.5,0.57,NA,52.0,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,CCRT,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.64,2.40,2.40,.40,.65,NA,.39,.57,NA,.92,.69,NA,.97,.49,NA,31.00,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,COF,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.50,6.90,1.35,1.84,NA,1.23,1.65,NA,1.16,1.97,NA,1.11,1.05,NA,93.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,MXT,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,-3.27,0,.70,-1.62,.47,NA,-.60,-1.40,NA,-1.48,.48,NA,.39,0,NA,11.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,CIT,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.65,3.32,3.90,.60,.76,NA,.65,.82,NA,.69,.86,NA,.72,.90,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,CSE,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.75,1.02,1.40,.25,.20,NA,.17,.24,NA,.21,.29,NA,.25,.30,NA,29.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,NNI,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,.80,3.05,2.25,.20,.22,NA,.17,1.59,NA,.24,.63,NA,.19,.61,NA,32.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,PVN,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.67,1.15,1.20,.02,.33,NA,.13,.22,NA,.29,.34,NA,.23,.26,NA,16.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,AXP,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.31,2.73,3.10,.53,.66,NA,.59,.68,NA,.59,.69,NA,.59,.70,NA,54.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,ACF,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.70,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,KRB,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.80,2.05,2.30,.33,.40,NA,.42,.51,NA,.51,.56,NA,.54,.59,NA,33.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,SLM,"Specialty Finance: Fourth Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.86,2.18,2.55,.43,.51,NA,.44,.52,NA,.49,.58,NA,.50,.57,NA,52.00,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
04 Jan 2005,EMN,"EMN: Cutting 2004 EPS Estimate; 2005 Forecast Unchanged","William Young",Nancy Traub ,31 Dec 2003,0.96,2.52,3.6,-0.02,0.52,0.7,0.61,0.82,1.1,0.26,0.79,1.0,0.12,0.4,0.8,52.0,NEUTRAL,NO,OVERWEIGHT,Major Chemicals,
04 Jan 2005,TMA,"TMA: Q4 Preview; Introducing 2006 Estimates","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,2.71,2.78,2.85,0.67,0.7,0.69,0.68,0.71,0.71,0.68,0.69,0.72,0.69,0.68,0.72,30.0,NEUTRAL,NO,MARKETWEIGHT,Mortgage Finance,
04 Jan 2005,CFC,"CFC: Q4 Preview; Introducing 2006 Estimates and Raising Target","Moshe Orenbuch",Kerry Hueston ,31 Dec 2003,4.16,3.9,4.0,0.61,1.11,.89,0.68,1.12,1.07,1.93,0.94,1.04,0.91,0.74,1.01,45.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
04 Jan 2005,DLP,"DLP: 1Q Beats Estimates; Share Repurchase Likely in a Few Months","William Young",Nancy Traub ,31 Aug 2004,0.92,1.18,1.4,-0.14,-0.09,-0.15,0.3,0.47,0.62,0.84,0.93,1.1,-0.1,-0.13,-0.17,25.0,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
04 Jan 2005,CYTK,"Cytokinetics Inc. Earnings Model","Mark Augustine",Michele Park ,31 Dec 2003,-1.88,-1.26,-1.26,-.47,-.31,NA,-.47,-.46,NA,-.46,-.36,NA,-.48,-.38,NA,12.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,EYET,"Eyetech Earnings Model","Mark Augustine",,31 Dec 2003,-1.77,-2.33,-2.33,-.17,-.44,-.15,-.28,-.77,-.01,-.67,-.60,.14,-.49,-.50,.38,48.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,GENZ,"Genzyme General Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,1.39,1.77,1.77,.31,.37,.49,.34,.44,.50,.37,.49,.51,.38,.47,.54,65.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,GS,"Goldman Sachs Group Inc. Earnings Model","Susan Roth",,30 Nov 2004,8.92,8.25,8.25,2.50,2.05,NA,2.31,1.84,NA,1.74,1.90,NA,2.36,2.46,NA,130.00,OUTPERFORM,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
04 Jan 2005,BOOT.L,"AM Call: WLW.L Woolworths - Christmas trading update","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,31 Mar 2004,.48,.47,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,610.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,DXNS.L,"AM Call: WLW.L Woolworths - Christmas trading update","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,30 Apr 2004,.12,.12,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,SMWH.L,"AM Call: WLW.L Woolworths - Christmas trading update","David Jeary",Tony Shiret Sally Ronald Nathan Cockrell Lindsay Ireland Nicolas Regnier ,31 Aug 2004,.18,.29,.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,350.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,WLW.L,"AM Call: WLW.L Woolworths - Christmas trading update","David Jeary",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Jan 2004,3.28,3.09,3.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.0,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,HMV.L,"AM Call: WLW.L Woolworths - Christmas trading update","David Jeary",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret ,30 Apr 2004,.20,.22,.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,280.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
04 Jan 2005,COLRt.BR,"AM Call: COLRT.BR Colruyt - Strong first-half results","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Mar 2004,5.71,6.24,6.84,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,AHLN.AS,"AM Call: COLRT.BR Colruyt - Strong first-half results","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,31 Dec 2003,.22,.20,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.00,OUTPERFORM,YES,MARKETWEIGHT,Food & Drug Retailing,
04 Jan 2005,AMAT,"Semiconductor Equipment: SCE Weekly: 2005 Capex Outlook","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
04 Jan 2005,IMCL,"Imclone Systems Inc. Earnings Model","Mark Augustine",Michele Park ,31 Dec 2003,-1.52,1.70,1.7,NA,.76,NA,NA,.29,NA,NA,.45,0,NA,.30,NA,65.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
04 Jan 2005,TOO,"TOO: Strong Holiday Results; Raise Ests; Reiterate Outperform","Tracy Kogan",Paul Lejuez ,31 Jan 2004,0.82,1.19,1.4,0.13,0.15,NA,0.02,0.04,NA,0.15,0.33,NA,0.52,0.68,NA,32.0,OUTPERFORM,NO,UNDERWEIGHT,Specialty Softlines,
04 Jan 2005,FRX,"FRX: Fiscal 3Q Guidance Moves Up On Benicar","Kenneth Kulju",Chris Schott Jessica Li Tania Dimitrova ,31 Mar 2004,1.95,2.59,2.82,0.48,0.6,0.64,0.49,0.79,0.69,0.6,0.67,0.72,0.38,0.53,0.77,49.0,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
05 Jan 2005,COF,"Capital One Financial Earnings Model","Moshe Orenbuch",,31 Dec 2003,4.85,6.5,6.9,1.35,1.84,NA,1.23,1.65,NA,1.16,1.97,NA,1.11,1.05,NA,93.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,TRI,"Triad Hospitals Earnings Model","Kevin Berg",,31 Dec 2003,1.77,2.4,2.74,.63,.64,NA,.51,.56,NA,.14,.56,NA,.49,.64,NA,44.00,OUTPERFORM,NA,MARKET WEIGHT,Healthcare Facilities,
05 Jan 2005,NNI,"Nelnet Inc. Earnings Model","Moshe Orenbuch",,31 Dec 2003,.80,3.05,2.25,.20,.22,NA,.17,1.59,NA,.24,.63,NA,.19,.61,NA,32.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,MEDI,"MedImmune Inc. Earnings Model","Mark Augustine",,31 Dec 2003,.72,.28,0.28,.43,.44,0,.05,-.12,0,-.07,-.22,0,.30,.17,0,29.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,MICU,"Vicuron Pharmaceuticals Inc. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,-1.69,-1.39,-1.39,-.37,-.44,0,-.54,-.44,0,-.36,-.28,0,-.41,-.24,0,20.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,MXT,"Metris Companies Inc. Earnings Model","Moshe Orenbuch",,31 Dec 2003,-3.27,0.0,0.7,-1.62,.47,NA,-.60,-1.40,NA,-1.48,.48,NA,.39,0,NA,11.00,NEUTRAL,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,KRB,"MBNA Corporation Earnings Model","Moshe Orenbuch",,31 Dec 2003,1.80,2.05,2.3,.33,.40,NA,.42,.51,NA,.51,.56,NA,.54,.59,NA,33.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,SLM,"SLM Corp Earnings Model","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,1.86,2.18,2.55,.43,.51,NA,.44,.52,NA,.49,.58,NA,.50,.57,NA,52.00,NEUTRAL,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,UCL,"Unocal Corporation Earnings Model","Phillip Pace",Tracy Todaro ,31 Dec 2003,2.95,3.99,4.7,.87,.89,NA,.73,.86,NA,.72,1.10,NA,.63,.97,NA,47.0,OUTPERFORM,NA,OVERWEIGHT,Exploration & Production,
05 Jan 2005,CCRT,"CompuCredit Corp. Earnings Model","Moshe Orenbuch",,31 Dec 2003,2.64,2.4,2.4,.40,.65,NA,.39,.57,NA,.92,.69,NA,.97,.49,NA,31.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,MYOG,"Myogen Earnings Model","Mark Augustine",,31 Dec 2003,-2.67,-2.16,-2.16,-.63,-.60,NA,-.65,-.50,NA,-.46,-.49,NA,-.91,-.56,NA,12.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,TELK,"Telik Inc. Earnings Model","Mark Augustine",Michele Park ,31 Dec 2003,-1.38,-1.63,-1.63,-.31,-.35,NA,-.33,-.41,NA,-.37,-.37,NA,-.36,-.62,0,31.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,MLNM,"Millennium Pharmaceuticals Inc. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,-.82,-.51,-0.51,-.34,-.07,NA,-.07,-.07,NA,-.10,-.18,NA,-.30,-.20,NA,14.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,RIGL,"Rigel Pharmaceuticals Inc. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,-4.16,-3.19,-3.19,-1.53,-.81,NA,-1.90,-.68,NA,-.78,-.88,NA,-.80,-.82,NA,37.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,BBLf.BK,"Asian Daily: Thailand - Bangkok Bank. Maintain OUTPERFORM","Sanjay Jain",,31 Dec 2003,7.6,10.8,10.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,OUTPERFORM,NA,NA,NA,
05 Jan 2005,0016.HK,"Asian Daily: Hong Kong -Sun Hung Kai Properties.Maintain NEUTRAL","Victor Kwok",Karena Fung ,30 Jun 2004,2.88,5.68,5.8,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,79.00,NEUTRAL,NA,NA,NA,
05 Jan 2005,0167.HK,"Asian Daily: Hong Kong - IDT International Ltd. OUTPERFORM","Gabriel Chan",,31 Mar 2004,0.12,0.17,0.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.10,OUTPERFORM,NA,NA,NA,
05 Jan 2005,0014.HK,"Asian Daily: Hong Kong - Hysan. Downgrade to UNDERPERFORM","Victor Kwok",Karena Fung ,31 Dec 2003,0.53,0.53,0.55,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,14.45,UNDERPERFORM,NA,NA,NA,
05 Jan 2005,0041.HK,"Asian Daily: Hong Kong - Great Eagle. Maintain UNDERPERFORM","Victor Kwok",Karena Fung ,31 Dec 2003,0.57,0.87,1.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,14.50,UNDERPERFORM,NA,NA,NA,
05 Jan 2005,ACN,"ACN: 1Q05 Preview and Model","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Aug 2004,1.23,1.37,1.37,0.27,0.3,NA,0.29,0.31,NA,0.37,0.44,NA,0.3,0.32,NA,32.0,OUTPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
05 Jan 2005,MCRL,"MCRL: Not A Happy New Year","Michael Masdea",Edwin Tai ,31 Dec 2003,0.05,0.26,0.2,0,0.05,0.05,-0.01,0.08,0.04,0.02,0.08,0.05,0.04,0.05,0.06,9.5,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,TRI,"Healthcare Facilities: 1H05 Overview: Continued Unfavorable","Kevin Berg",Alex Kristofcak ,31 Dec 2003,1.77,2.40,2.74,.63,.64,NA,.51,.56,NA,.14,.56,NA,.49,.64,NA,44.00,OUTPERFORM,NO,MARKETWEIGHT,Healthcare Facilities,
05 Jan 2005,SLR,"AM CALL: BHE: Expecting Strong Q4","Michael Walker",William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
05 Jan 2005,BHE,"AM CALL: BHE: Expecting Strong Q4","Michael Walker",William Stein ,31 Dec 2003,1.3,1.63,1.85,0.31,0.36,0.43,0.3,0.42,0.44,0.32,0.43,0.47,0.36,0.43,0.5,30.0,NEUTRAL,NA,OVERWEIGHT,Electronic Manufacturing Services,
05 Jan 2005,BRKA,"AM CALL: CINF: Worth Another Look?  Raised Rating to Outperform","Charles Gates",Jonathan Tischler ,31 Dec 2003,3531.00,3000.00,3900.00,784.00,738.00,NA,862.00,946.00,NA,881.00,402.00,NA,1003.00,915.00,NA,92000.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
05 Jan 2005,SAFC,"AM CALL: CINF: Worth Another Look?  Raised Rating to Outperform","Charles Gates",Jonathan Tischler ,31 Dec 2003,1.72,4.07,4.40,.53,1.13,NA,.41,1.38,NA,-.06,.39,NA,.84,1.15,NA,49.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
05 Jan 2005,CINF,"AM CALL: CINF: Worth Another Look?  Raised Rating to Outperform","Charles Gates",Jonathan Tischler ,31 Dec 2003,2.27,2.8,3.1,0.57,0.83,NA,0.49,0.7,NA,0.47,0.56,NA,0.75,0.71,NA,49.0,OUTPERFORM,NA,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
05 Jan 2005,MCY,"AM CALL: CINF: Worth Another Look?  Raised Rating to Outperform","Charles Gates",Jonathan Tischler ,31 Dec 2003,3.25,4.75,4.20,.78,1.19,NA,.80,1.29,NA,.84,1.18,NA,.83,1.09,NA,56.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
05 Jan 2005,0203.HK,"Asian Daily: China - Denway Motor. Maintain UNDERPERFORM","Jeannie Cheung",,31 Dec 2003,0.24,0.26,0.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.22,UNDERPERFORM,NA,NA,NA,
05 Jan 2005,RIG,"RIG: January Fleet Notes: Raising Estimates","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,0.2,0.39,1.47,0.15,0.14,0.23,-0.06,0.08,0.38,0.06,0.08,0.41,0.06,0.1,0.44,53.0,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
05 Jan 2005,IMT.L,"European Tobacco - AC Nielsen: Mixed European data","Pieter Vorster",Jennifer Matthews ,30 Sep 2004,1.02,1.12,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1410.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
05 Jan 2005,GLH.L,"European Tobacco - AC Nielsen: Mixed European data","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.56,.58,.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
05 Jan 2005,ALT.MC,"European Tobacco - AC Nielsen: Mixed European data","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,2.10,2.21,2.45,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.70,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
05 Jan 2005,BATS.L,"European Tobacco - AC Nielsen: Mixed European data","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.69,.72,.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,895.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
05 Jan 2005,AGS.L,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Frederik Kooij",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.05,.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,NEUTRAL,NO,OVERWEIGHT,Media,
05 Jan 2005,EMA.L,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres Nick Bertolotti ,31 Mar 2004,.57,.57,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,875.00,NEUTRAL,NO,OVERWEIGHT,Media,
05 Jan 2005,TFFP.PA,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Nick Bertolotti",Giasone Salati Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.98,1.12,1.26,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,33.50,OUTPERFORM,NO,OVERWEIGHT,Media,
05 Jan 2005,EAUG.PA,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
05 Jan 2005,EURC.PA,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,-.58,.31,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.90,UNDERPERFORM,NO,OVERWEIGHT,Media,
05 Jan 2005,ITV.L,"CSFB Media Daily - Europe: Wednesday 5 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
05 Jan 2005,NVDA,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,31 Jan 2004,.50,.46,.80,.12,.12,.12,.14,.03,.14,.10,.15,.26,.14,.17,.28,15.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,ATYT,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,31 Aug 2003,.27,.80,.95,.04,.19,.28,.04,.19,.24,.08,.20,.19,.12,.24,.24,22.00,OUTPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,SWKS,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,30 Sep 2003,-.13,.31,.46,-.01,.04,.13,-.01,.05,.09,-.03,.10,.11,-.07,.12,.14,10.50,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,SLAB,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,28 Dec 2003,1.18,1.43,1.15,.21,.38,.23,.24,.43,.27,.29,.40,.30,.44,.21,.34,34.50,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,SIRF,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,31 Dec 2003,.28,.56,.50,NA,.17,.09,.01,.15,.09,.12,.15,.14,.16,.11,.17,13.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,AMD,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",Randy Abrams ,31 Dec 2003,-.79,.53,.71,-.42,.12,.11,-.40,.09,.05,-.09,.12,.20,.12,.20,.35,18.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,INTC,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",Randy Abrams ,31 Dec 2003,.86,1.11,1.13,.14,.26,.27,.14,.27,.25,.25,.30,.29,.33,.31,.32,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,PLAY,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,31 Dec 2003,-0.41,0.62,0.75,-0.23,-0.02,0.15,-0.11,0.04,0.12,-0.04,0.23,0.2,-0.03,0.29,0.28,25.0,NEUTRAL,NA,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,TXN,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",Randy Abrams ,31 Dec 2003,.45,1.04,1.06,.07,.21,.22,.07,.25,.26,.12,.32,.28,.19,.26,.29,30.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,RFMD,"AM CALL: PLAY: We are Initiating Coverage w/ a Neutral Rating","Randy Abrams",,31 Mar 2004,.19,.08,.36,-.04,.06,.05,.06,-.02,.09,.13,.03,.13,.04,.01,.09,7.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,CNC,"WCG: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,AGP,"WCG: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,MOH,"WCG: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,WCG,"WCG: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,0.15,0.37,0.44,0.23,0.38,0.45,0.45,0.39,0.44,0.43,0.4,0.45,37.0,NEUTRAL,YES,OVERWEIGHT,Managed Care,
05 Jan 2005,CNC,"CNC: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,0.24,0.31,0.35,0.25,0.32,0.37,0.26,0.36,0.41,0.27,0.36,0.42,30.0,NEUTRAL,NA,OVERWEIGHT,Managed Care,
05 Jan 2005,AGP,"CNC: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,MOH,"CNC: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,WCG,"CNC: Initiating Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
05 Jan 2005,CNC,"AGP: Initiating Coverage with an Outperform Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,AGP,"AGP: Initiating Coverage with an Outperform Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.3,4.01,4.62,0.72,0.9,1.08,0.81,0.99,1.14,0.94,1.08,1.21,0.83,1.04,1.18,90.0,OUTPERFORM,NA,OVERWEIGHT,Managed Care,
05 Jan 2005,MOH,"AGP: Initiating Coverage with an Outperform Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,WCG,"AGP: Initiating Coverage with an Outperform Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
05 Jan 2005,CFC,"CFC: Q4 Preview; Introducing 2006 Estimates and Raising Target","Moshe Orenbuch",Kerry Hueston ,31 Dec 2004,3.9,4.0,4.5,1.11,0.89,.89,1.12,1.07,1.07,0.94,1.04,1.04,0.74,1.01,1.01,45.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
05 Jan 2005,TOO,"Too Inc. Earnings Model","Tracy Kogan",Paul Lejuez ,31 Jan 2004,.82,1.19,1.4,.13,.15,NA,.02,.04,NA,.15,.33,NA,.52,.68,NA,32.00,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
05 Jan 2005,RIG,"Transocean Inc. Earnings Model","Ken Sill",Arun Jayaram ,31 Dec 2003,.20,0.39,1.47,.15,.14,.23,-.06,.08,.38,.06,.08,.41,.06,.10,.44,53.00,OUTPERFORM,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
05 Jan 2005,CNC,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,AGP,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,UNH,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2003,2.96,3.92,4.75,.65,.88,1.12,.71,.93,1.16,.77,1.03,1.21,.83,1.07,1.26,92.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,WLP,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2003,6.15,6.60,8.90,1.29,0,1.90,1.49,0,1.96,1.63,0,2.01,1.58,0,2.03,135.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,MOH,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,WCG,"Managed Care: First Stop on the Privatization Highway","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
05 Jan 2005,FNM,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
05 Jan 2005,FRE,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
05 Jan 2005,CIT,"CIT: Expanding in to Education Lending","Moshe Orenbuch",,31 Dec 2003,2.65,3.32,3.9,0.6,0.76,NA,0.65,0.82,NA,0.69,0.86,NA,0.72,0.9,NA,52.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,SLM,"CIT: Expanding in to Education Lending","Moshe Orenbuch",,31 Dec 2003,1.86,2.18,2.55,.43,.51,NA,.44,.52,NA,.49,.58,NA,.50,.57,NA,52.00,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,SCST,"ODFL: Acquires Midwest LTL Carrier","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,1.32,1.70,2.12,.17,.23,NA,.36,.46,NA,.43,.53,NA,.37,.47,NA,24.00,OUTPERFORM,NO,OVERWEIGHT,Less than Truckload,
05 Jan 2005,ODFL,"ODFL: Acquires Midwest LTL Carrier","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,1.58,2.03,2.22,0.24,0.3,NA,0.43,0.54,NA,0.5,0.68,NA,0.41,0.51,NA,31.0,NEUTRAL,NO,OVERWEIGHT,Less than Truckload,
05 Jan 2005,KMB,"Kimberly-Clark Corp. Earnings Model","Lauren R. Lieberman",,31 Dec 2003,3.38,3.61,3.61,.80,.91,.96,.82,.90,.97,.85,.89,.94,.91,.91,.98,75.00,OUTPERFORM,NA,MARKET WEIGHT,Household & Personal Products, Large Cap.,
05 Jan 2005,MYGN,"Myriad Genetics Inc. Earnings Model","Mark Augustine",Michele Park ,30 Jun 2004,-.96,-1.38,-1.38,-.40,-.33,NA,-.43,-.36,NA,-.32,-.32,NA,-.47,-.37,NA,19.00,UNDERPERFORM,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,NBIX,"Neurocrine Biosciences Inc. Earnings Model","Mark Augustine",,31 Dec 2003,-.94,-1.12,-1.12,-.43,-.35,NA,-.33,-.31,NA,-.31,-.05,NA,.09,.02,NA,70.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,ODFL,"Old Dominion Freight Line Earnings Model","John Barnes",,31 Dec 2004,1.58,2.03,2.22,.24,.30,NA,.43,.54,NA,.50,.68,NA,.41,.51,NA,31.0,NEUTRAL,NA,OVERWEIGHT,Less than Truckload,
05 Jan 2005,THRX,"Theravance Earnings Model","Mark Augustine",,31 Dec 2004,-3.03,-2.10,-2.1,NA,-.49,NA,NA,-.53,NA,-.49,-.53,NA,-.50,-.56,NA,19.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
05 Jan 2005,CNC,"MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,AGP,"MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
05 Jan 2005,MOH,"MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,0.4,0.59,0.67,0.43,0.61,0.69,0.59,0.63,0.72,0.57,0.61,0.69,53.0,NEUTRAL,NA,OVERWEIGHT,Managed Care,
05 Jan 2005,WCG,"MOH: Initiated Coverage with a Neutral Rating","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
05 Jan 2005,NXT.L,"NXT.L: Next - January trading statement","Nathan Cockrell",Lindsay Ireland Tony Shiret Nicolas Regnier ,31 Jan 2004,92.8,115.7,126.8,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1800.0,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
05 Jan 2005,CC,"CC: December Sales - Below Expectations","Jack Murphy",Jeff Brown ,29 Feb 2004,0.11,0.57,0.7,-0.14,-0.01,NA,-0.19,-0.06,NA,-0.14,-0.03,NA,0.57,0.67,NA,14.0,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
05 Jan 2005,BMS,"BMS: Low Risk Latin Investment","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,1.45,1.65,1.84,0.33,0.4,0,0.36,0.41,0,0.38,0.43,0,0.39,0.43,0,26.5,NEUTRAL,NO,OVERWEIGHT,Packaging,
05 Jan 2005,GIS,"GIS: EPS Forecast","David Nelson",Robert Moskow ,31 May 2004,2.85,2.9,3.11,0.62,0.55,NA,0.85,0.99,NA,0.64,0.67,NA,0.74,0.69,NA,47.0,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
05 Jan 2005,ROIA,"ROIA: TV One Gets National Reach With DirecTV","Shawn Feely",Joyce Kwok ,31 Dec 2003,0.32,0.32,0.39,0.02,0.04,NA,0.1,0.12,NA,0.11,0,NA,0.06,0,NA,19.0,OUTPERFORM,NO,OVERWEIGHT,Broadcasting,
05 Jan 2005,NDC,"NDC: Earnings to be Restated and Delayed","Kevin Berg",Jordan Fogel ,31 May 2004,0.84,0.3,0.61,0.22,0.03,NA,0.28,0.06,NA,0.28,0.1,NA,0.05,0.11,NA,16.0,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
05 Jan 2005,ALTR,"XLNX: Empty Stocking","Michael Masdea",Suji De Silva ,31 Dec 2003,.40,.64,.50,.08,.15,.11,.09,.20,.11,.11,.17,.12,.12,.12,.16,18.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,XLNX,"XLNX: Empty Stocking","Michael Masdea",Suji De Silva ,31 Mar 2004,0.77,0.82,0.75,0.15,0.26,0.15,0.16,0.24,0.17,0.19,0.17,0.2,0.27,0.15,0.23,27.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
05 Jan 2005,CEN,"CEN: Selling SourceWeb","Joshua Rosen",Jeremy Davis ,31 Dec 2003,0.73,0.65,0.84,0.19,0.14,0.16,0.14,0.15,0.19,0.17,0.11,0.19,0.23,0.25,0.3,23.0,OUTPERFORM,NO,MARKETWEIGHT,Business & Professional Services,
05 Jan 2005,XLNX,"Xilinx Inc. Earnings Model","Michael Masdea",Suji De Silva ,31 Mar 2004,.77,0.82,0.75,.15,.26,.15,.16,.24,.17,.19,.17,.20,.27,.15,.23,27.0,NEUTRAL,NA,MARKET WEIGHT,Semiconductor Devices,
05 Jan 2005,CC,"CC: December Sales Review","Jack Murphy",Jeff Brown ,29 Feb 2004,0.11,0.55,0.68,-0.14,-0.01,NA,-0.19,-0.06,NA,-0.14,-0.03,NA,0.57,0.65,NA,14.0,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
05 Jan 2005,NCI,"NCI: Small Divestiture For NCI","Joshua Rosen",,31 Dec 2003,0.4,0.81,1.0,0.08,0.18,0.24,0.09,0.21,0.26,0.13,0.22,0.26,0.11,0.21,0.24,32.0,OUTPERFORM,NO,MARKETWEIGHT,Business & Professional Services,
05 Jan 2005,JWN,"JWN: Revising Our Earnings Estimates","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.76,2.75,3.2,0.2,0.48,0.65,0.48,0.75,0.87,0.33,0.54,0.6,0.74,0.97,1.08,45.0,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
05 Jan 2005,JWN,"Nordstrom Earnings Model","Michael Exstein",,31 Jan 2004,1.76,2.75,3.2,.20,.48,.65,.48,.75,.87,.33,.54,.60,.74,.97,1.08,45.00,NEUTRAL,NA,UNDERWEIGHT,Mall Anchors,
05 Jan 2005,VOD.L,"AM Call: VOD.L Vodafone Group - IFRS preview","Justin Funnell",Paul Sidney ,31 Mar 2004,9.1,10.12,11.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.0,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
05 Jan 2005,OOM.L,"AM Call: VOD.L Vodafone Group - IFRS preview","Justin Funnell",Paul Sidney Ben Spincer ,31 Mar 2004,.04,.08,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
05 Jan 2005,FTE.PA,"AM Call: VOD.L Vodafone Group - IFRS preview","Justin Funnell",Paul Sidney ,31 Dec 2003,1.61,1.93,2.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
05 Jan 2005,WYE,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,0.54,0.63,0.64,0.65,0.62,0.69,0.65,0.76,0.8,0.6,0.66,0.72,45.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
05 Jan 2005,LLY,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.58,2.80,3.13,.61,.70,.74,.64,.68,.83,.66,.69,.73,.67,.73,.82,70.00,OUTPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
05 Jan 2005,MRK,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
05 Jan 2005,PFE,"WYE: Visibility on 2 Key Aspects of Diet Drug Liability","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,2.00,.41,.52,.48,.31,.47,.42,.47,.55,.53,.52,.59,.57,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
05 Jan 2005,CC,"Circuit City Earnings Model","Jack Murphy",,29 Feb 2004,.11,0.55,0.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,NA,MARKET WEIGHT,Hardlines Retailing,
05 Jan 2005,EQY,"EQY: FFO v AFFO Growth","Andrew Rosivach",Jessica Tully ,31 Dec 2004,1.58,1.65,1.74,.38,.43,.39,.40,.42,.39,.39,.41,.39,.40,.39,.39,19.40,NEUTRAL,NO,MARKETWEIGHT,REITS,
05 Jan 2005,AXP,"American Express Co. Earnings Model","Moshe Orenbuch",,31 Dec 2003,2.31,2.73,3.1,.53,.66,NA,.59,.68,NA,.59,.69,NA,.59,.70,NA,54.00,UNDERPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,ACF,"AmeriCredit Corp. Earnings Model","Moshe Orenbuch",,30 Jun 2004,1.42,1.42,1.7,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,CJRb.TO,"CJRB.CA: Corus Entertainment Inc (NVS)","Randal Rudniski",Stephen Chen Steven Zicherman ,31 Aug 2003,0.96,1.29,1.35,0.29,0.55,0.52,0.09,0.19,0.15,0.29,0.21,0.37,0.29,0.33,0.31,30.0,NEUTRAL,NO,OVERWEIGHT,Media,
05 Jan 2005,RCInvb.TO,"CJRB.CA: Corus Entertainment Inc (NVS)","Randal Rudniski",Steven Zicherman Stephen Chen ,31 Dec 2003,-.70,.01,.66,-.27,.26,-.01,0,.40,.38,-.10,.30,.76,-.33,.01,.11,34.00,OUTPERFORM,NO,MARKETWEIGHT,Cable TV,
05 Jan 2005,PFCB,"PFCB: Still Going","Janice Meyer",,31 Dec 2003,0.97,1.31,1.58,0.25,0.27,0.36,0.25,0.32,0.4,0.21,0.31,0.39,0.26,0.41,0.43,60.0,OUTPERFORM,NO,OVERWEIGHT,Restaurants,
05 Jan 2005,CIT,"CIT Group Earnings Model","Moshe Orenbuch",,31 Dec 2003,2.65,3.32,3.9,.60,.76,NA,.65,.82,NA,.69,.86,NA,.72,.90,NA,52.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
05 Jan 2005,CPB,"CPB: 4.8% Price Increase Announced","David Nelson",Robert Moskow ,31 Jul 2004,1.58,1.66,1.79,0.51,0.56,NA,0.57,0.58,NA,0.32,0.33,NA,0.18,0.19,NA,23.0,UNDERPERFORM,NO,UNDERWEIGHT,Packaged Foods,
05 Jan 2005,WFSI,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,3.94,NA,NA,.60,NA,NA,.82,NA,NA,1.84,NA,NA,.70,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,CCRT,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.64,2.40,2.40,.40,.65,NA,.39,.57,NA,.92,.69,NA,.97,.49,NA,31.00,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,WES,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,2.85,NA,NA,.60,NA,NA,.80,NA,NA,.64,NA,NA,.80,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,COF,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.50,6.90,1.35,1.84,NA,1.23,1.65,NA,1.16,1.97,NA,1.11,1.05,NA,93.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,MXT,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,-3.27,0,.70,-1.62,.47,NA,-.60,-1.40,NA,-1.48,.48,NA,.39,0,NA,11.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,CIT,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.65,3.32,3.90,.60,.76,NA,.65,.82,NA,.69,.86,NA,.72,.90,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,CSE,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.75,1.02,1.40,.25,.20,NA,.17,.24,NA,.21,.29,NA,.25,.30,NA,29.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,NNI,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,.80,3.05,2.25,.20,.22,NA,.17,1.59,NA,.24,.63,NA,.19,.61,NA,32.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,PVN,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.67,1.15,1.20,.02,.33,NA,.13,.22,NA,.29,.34,NA,.23,.26,NA,16.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,AXP,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.31,2.73,3.10,.53,.66,NA,.59,.68,NA,.59,.69,NA,.59,.70,NA,54.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,ACF,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.70,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,KRB,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.80,2.05,2.30,.33,.40,NA,.42,.51,NA,.51,.56,NA,.54,.59,NA,33.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,SLM,"Specialty Finance: January Monthly-Four Quarter Earnings Preview","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.86,2.18,2.55,.43,.51,NA,.44,.52,NA,.49,.58,NA,.50,.57,NA,52.00,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
05 Jan 2005,WEN,"WEN: Soft As Expected","Janice Meyer",Stacey Brodbar ,31 Dec 2003,2.05,2.11,2.4,0.38,0.45,0.47,0.53,0.62,0.68,0.58,0.6,0.68,0.56,0.44,0.57,36.0,NEUTRAL,NO,OVERWEIGHT,Restaurants,
05 Jan 2005,ANSS,"ANSS: ANSYS Acquires Small Simulation Software Company","Scott Barnum",Gerry Brockman George Wedemeyer ,31 Dec 2003,.80,1.02,1.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,34.00,OUTPERFORM,NO,NA,Small and Mid-Cap, Americas,
05 Jan 2005,ECLG,"ECLG: Updating Model Previewing 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,0.04,0.41,0.67,-0.02,0.08,0,0.02,0.1,0,0.04,0.12,0,0.03,0.11,0,14.0,OUTPERFORM,YES,OVERWEIGHT,Education & eLearning,
05 Jan 2005,AEOS,"AEOS: Amazing Dec. Results; Raise Ests; Maintain Neutral","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.03,2.86,3.1,0.09,0.34,NA,0.11,0.41,NA,0.25,0.77,NA,0.57,1.31,NA,43.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
05 Jan 2005,MON,"MON: 1Q EPS In Line; Maintain Underperform Rating","William Young",Nancy Traub ,31 Aug 2004,1.61,2.05,2.35,0.02,0.13,0.19,0.7,1.28,1.36,0.88,0.65,0.76,0.01,-0.01,0.04,51.0,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
05 Jan 2005,OTEX,"OTEX: Happy New Year: Upside Surprise in Q2","Ralph Garcea",Damian Wojcichowsky ,30 Jun 2004,0.85,1.0,1.18,0.12,0.07,0.15,0.2,0.29,0.32,0.25,0.31,0.33,0.27,0.34,0.38,22.0,NEUTRAL,YES,MARKETWEIGHT,Software & Services, Canada,
05 Jan 2005,ELX,"ELX: Emu-Flexes Seasonal Strength","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Jun 2004,0.91,0.67,0.78,0.24,0.11,0.18,0.24,0.19,0.2,0.25,0.17,0.19,0.19,0.2,0.2,16.0,NEUTRAL,YES,MARKETWEIGHT,Data Storage,
05 Jan 2005,BUD,"BUD: Fourth Quarter Volumes Tapped Out","Corey Horsch",Huong Belpedio ,31 Dec 2003,2.48,2.74,2.95,.57,.66,NA,.75,.83,NA,.80,.85,NA,.36,.40,NA,52.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
05 Jan 2005,HG.L,"AM Call: SLY.L Stanley Leisure - Profit warning","Tassos Stassopoulos",Alistair Scobie Julia Pennington ,31 Dec 2003,.13,.17,.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,220.00,UNDERPERFORM,NO,MARKETWEIGHT,Hotels, Restaurants & Leisure,
05 Jan 2005,SLY.L,"AM Call: SLY.L Stanley Leisure - Profit warning","Tassos Stassopoulos",Alistair Scobie Julia Pennington ,30 Apr 2004,20.33,20.28,27.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,350.0,NEUTRAL,NA,MARKETWEIGHT,Hotels, Restaurants & Leisure,
05 Jan 2005,CNPP.PA,"CNPP.PA: CNP Assurances - Back to reasonable levels","Maurizio Lualdi",Dylan Ball Robin Mitra Laurent Rousseau ,31 Dec 2003,4.17,4.63,5.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,52.0,UNDERPERFORM,NA,MARKETWEIGHT,Insurance,
05 Jan 2005,OOM.L,"AM Call: OOM.L mm02 - Trading Alert","Justin Funnell",Paul Sidney Ben Spincer ,31 Mar 2004,4.23,8.49,10.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.0,NEUTRAL,NA,OVERWEIGHT,Telecommunication Services,
05 Jan 2005,CRH.I,"AM Call: CRH.I CRH - Trading Update","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,1.35,1.59,1.75,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.75,NEUTRAL,NA,UNDERWEIGHT,Building Materials & Construction,
05 Jan 2005,LOG.L,"AM Call: LOG.L LogicaCMG - Trading Wireless","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,8.71,7.36,10.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,160.0,NEUTRAL,YES,OVERWEIGHT,Software & Services,
05 Jan 2005,BOC.L,"AM Call: SYNN.VX - Syngenta - Seeds of change","Neil Tyler",Andrew Stott Fraser Hill ,30 Sep 2004,.64,.64,.68,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,900.00,NEUTRAL,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,CRDA.L,"AM Call: SYNN.VX - Syngenta - Seeds of change","Fraser Hill",Neil Tyler Catherine Haynes Andrew Stott ,31 Dec 2003,.19,.21,.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,310.00,OUTPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,ICI.L,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Catherine Haynes Fraser Hill ,31 Dec 2003,.18,.21,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,195.00,UNDERPERFORM,YES,UNDERWEIGHT,Chemicals,
05 Jan 2005,JMAT.L,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Catherine Haynes Fraser Hill ,31 Mar 2004,.64,.69,.75,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1100.00,OUTPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,YULC.L,"AM Call: SYNN.VX - Syngenta - Seeds of change","Fraser Hill",Neil Tyler Andrew Stott ,31 Dec 2003,.27,.14,.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,230.00,UNDERPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,LONN.VX,"AM Call: SYNN.VX - Syngenta - Seeds of change","Neil Tyler",Andrew Stott Fraser Hill ,31 Dec 2003,4.41,3.22,4.28,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,UNDERPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,GIVN.VX,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Fraser Hill ,31 Dec 2003,38.72,53.24,56.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,650.00,UNDERPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,SYNN.VX,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Fraser Hill ,31 Dec 2003,5.43,7.8,9.54,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,140.0,OUTPERFORM,NA,UNDERWEIGHT,Chemicals,
05 Jan 2005,AIRP.PA,"AM Call: SYNN.VX - Syngenta - Seeds of change","Neil Tyler",Fraser Hill ,31 Dec 2003,7.24,7.81,7.38,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,127.00,NEUTRAL,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,BASF.DE,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Fraser Hill ,31 Dec 2003,2.02,4.09,4.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,58.00,OUTPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,BAYG.DE,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Fraser Hill ,31 Dec 2003,1.76,1.81,1.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,RESTRICTED,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,DGXG.DE,"AM Call: SYNN.VX - Syngenta - Seeds of change","Andrew Stott",Neil Tyler Fraser Hill ,31 Dec 2003,.74,1.74,1.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,29.00,NEUTRAL,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,CIBN.VX,"AM Call: SYNN.VX - Syngenta - Seeds of change","Neil Tyler",Fraser Hill ,31 Dec 2003,5.75,6.12,6.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.00,UNDERPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,CLN.VX,"AM Call: SYNN.VX - Syngenta - Seeds of change","Neil Tyler",Andrew Stott Fraser Hill ,31 Dec 2003,1.12,1.10,1.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.00,NEUTRAL,YES,UNDERWEIGHT,Chemicals,
05 Jan 2005,SOLBt.BR,"AM Call: SYNN.VX - Syngenta - Seeds of change","Fraser Hill",Neil Tyler Andrew Stott ,31 Dec 2003,4.60,4.96,6.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,92.00,OUTPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,AKZO.AS,"AM Call: SYNN.VX - Syngenta - Seeds of change","Fraser Hill",Neil Tyler Andrew Stott ,31 Dec 2003,2.84,2.65,2.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,28.00,UNDERPERFORM,NO,UNDERWEIGHT,Chemicals,
05 Jan 2005,RHA.PA,"AM Call: SYNN.VX - Syngenta - Seeds of change","Fraser Hill",Andrew Stott Neil Tyler ,31 Dec 2003,-3.78,-1.35,-.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,.40,UNDERPERFORM,YES,UNDERWEIGHT,Chemicals,
06 Jan 2005,AVY,"Avery Dennison Corp. Earnings Model","John McNulty",,31 Dec 2003,2.71,2.97,3.31,.71,.68,.75,.70,.74,.84,.65,.75,.85,.65,.80,.87,66.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,ANN,"Ann Taylor Stores Corp. Earnings Model","Tracy Kogan",Paul Lejuez ,31 Jan 2004,1.42,1.07,1.25,.26,.43,NA,.30,.41,NA,.42,.20,NA,.43,0,NA,17.00,UNDERPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,AVB,"AvalonBay C Earnings Model","Andrew Rosivach",,31 Dec 2004,3.36,3.6,3.98,.79,.94,.96,.83,.88,.99,.85,.87,1.01,.89,.91,1.02,78.00,OUTPERFORM,NA,MARKET WEIGHT,REITS,
06 Jan 2005,EGCO.BK,"Asian Daily: Thailand - Electricity Generating. OUTPERFORM","Sai Sarinee Sernsukskul",Siriporn Sothikul ,31 Dec 2003,9.9,9.6,11.1,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,80.00,OUTPERFORM,NA,NA,NA,
06 Jan 2005,2357.TW,"Asian Daily: Taiwan - Asustek Computer. Maintain OUTPERFORM","Kevin Y Chang",,31 Dec 2003,4.61,7.68,8.78,1.35,1.72,2.08,.96,1.20,1.75,1.25,1.66,1.99,1.15,2.28,2.35,91.00,OUTPERFORM,NA,NA,NA,
06 Jan 2005,55550.KS,"Asian Daily: South Korea - Shinhan Financial Group. OUTPERFORM","SunMok Ha",Seok Yun ,31 Dec 2003,1104.0,3488.0,3475.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,28500.00,OUTPERFORM,NA,NA,NA,
06 Jan 2005,AIRA.KL,"Asian Daily: Malaysia - AirAsia. Maintain NEUTRAL","Peter Hilton",Felix Rusli ,30 Jun 2004,0.03,0.1,0.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.80,NEUTRAL,NA,NA,NA,
06 Jan 2005,ONGC.BO,"Asian Daily: India -Oil & Natural Gas Corporation Ltd.OUTPERFORM","Prashant Gokhale",Edwin Pang ,31 Mar 2004,65.8,84.2,79.4,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,875.00,OUTPERFORM,NA,NA,NA,
06 Jan 2005,0003.HK,"Asian Daily: Hong Kong - Hong Kong and China Gas. OUTPERFORM","Angello Chan",,31 Dec 2003,0.54,0.8,1.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.20,OUTPERFORM,NA,NA,NA,
06 Jan 2005,0906.HK,"Asian Daily:China -China Netcom Group.Initiating with OUTPERFORM","Edison Lee",Jeffrey Tan ,31 Dec 2003,-2.02,1.57,1.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.60,OUTPERFORM,NA,NA,NA,
06 Jan 2005,JKHY,"JKHY: Sticking to its Guns","Paul Bartolai",Dris Upitis Tomasz Marcinkowski ,30 Jun 2004,0.68,0.83,0.97,0.15,0.18,0.22,0.16,0.19,0.23,0.18,0.22,0.25,0.19,0.24,0.27,24.0,OUTPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
06 Jan 2005,DUK,"DUK: 2005 Observations","Dan Eggers",Sebastian Iannariello ,31 Dec 2003,1.55,1.35,1.52,0.43,0.32,NA,0.3,0.42,NA,0.35,0.38,NA,0.22,0.23,NA,27.0,OUTPERFORM,NA,UNDERWEIGHT,Utilities,
06 Jan 2005,F,"Automotive: Asian Incentives Rise 8.6%; Big 3","Chris Ceraso",Erin Silverman ,31 Dec 2004,2.08,1.87,NA,.96,.62,NA,.61,.59,NA,.28,.24,NA,.24,.42,NA,15.00,NEUTRAL,YES,UNDERWEIGHT,Automotive,
06 Jan 2005,GM,"Automotive: Asian Incentives Rise 8.6%; Big 3","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.18,5.00,NA,2.25,1.11,NA,2.36,1.76,NA,.78,.65,NA,.79,1.45,NA,42.00,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
06 Jan 2005,SYMC,"AM CALL: SYMC: Downgrading from Outperform to Neutral","Philip Winslow",,31 Mar 2004,0.6,0.83,0.98,0.11,0.18,0.23,0.14,0.21,0.24,0.17,0.22,0.25,0.18,0.23,0.26,27.0,NEUTRAL,NA,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,VRTS,"AM CALL: SYMC: Downgrading from Outperform to Neutral","Philip Winslow",,31 Dec 2003,.76,.89,1.02,.17,.23,.23,.18,.21,.24,.19,.21,.25,.22,.25,.30,28.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,NSM,"AM CALL: NSM: Upgrading to Neutral","Michael Masdea",Edwin Tai ,31 May 2004,0.81,0.82,0.66,0.08,0.31,0.16,0.17,0.18,0.18,0.24,0.16,0.15,0.32,0.17,0.17,17.5,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
06 Jan 2005,GKN.L,"AM Call: TOMK.L Tomkins - Trading Alert","Harald Hendrikse",Natalia Mamaeva Patrick Marshall ,31 Dec 2003,.23,.20,.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
06 Jan 2005,TOMK.L,"AM Call: TOMK.L Tomkins - Trading Alert","Patrick Marshall",Natalia Mamaeva Harald Hendrikse ,31 Dec 2003,18.2,20.2,23.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,300.0,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
06 Jan 2005,REL.L,"CSFB Media Daily  - Thursday 6 January 2004","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.31,.31,.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,560.00,OUTPERFORM,NO,OVERWEIGHT,Media,
06 Jan 2005,BSY.L,"CSFB Media Daily  - Thursday 6 January 2004","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
06 Jan 2005,EAUG.PA,"CSFB Media Daily  - Thursday 6 January 2004","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
06 Jan 2005,STM.PA,"STM.PA: STMicroelectronics - Confident product presentation ....","Jean Danjou",Antoine Badel ,31 Dec 2003,0.48,0.7,0.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.0,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
06 Jan 2005,BARC.L,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,.48,.55,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,719.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
06 Jan 2005,HBOS.L,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,.68,.83,.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1010.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
06 Jan 2005,SOGN.PA,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,5.01,7.08,7.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,OVERWEIGHT,Banks,
06 Jan 2005,HVMG.F,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,-.88,.56,1.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.40,OUTPERFORM,YES,OVERWEIGHT,Banks,
06 Jan 2005,UBSN.VX,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,6.43,8.50,8.44,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
06 Jan 2005,BBVA.MC,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,.80,.95,1.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.80,OUTPERFORM,NO,OVERWEIGHT,Banks,
06 Jan 2005,SAN.MC,"CSFB Breakfast Banker - Thursday 06 January 2005","Jean Danjou",Alastair MacIntosh ,31 Dec 2003,.61,.69,.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.50,NEUTRAL,NO,OVERWEIGHT,Banks,
06 Jan 2005,PRU,"AM CALL: PRU: Raising Price Target","Thomas Gallagher",Kevin Feder ,31 Dec 2003,2.61,3.47,4.5,0.58,0.74,NA,0.67,0.97,NA,0.7,0.92,NA,0.64,0.86,NA,61.0,OUTPERFORM,NA,MARKETWEIGHT,Life and Health Insurance,
06 Jan 2005,AA,"AA: Q404 Earnings Preview: Positive Surprise Expected","Caglar Somek",,31 Dec 2003,1.1,1.61,2.17,0.23,0.37,0.55,0.25,0.46,0.57,0.33,0.34,0.54,0.27,0.44,0.51,35.0,NEUTRAL,NO,MARKETWEIGHT,Non Ferrous Metals,
06 Jan 2005,AEOS,"American Eagle Outfitters Inc. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.03,2.86,3.1,.09,.34,NA,.11,.41,NA,.25,.77,NA,.57,1.31,NA,43.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,WEN,"Wendy's International Inc. Earnings Model","Janice Meyer",,31 Dec 2003,2.05,2.11,2.4,.38,.45,.47,.53,.62,.68,.58,.60,.68,.56,.44,.57,36.00,NEUTRAL,NA,OVERWEIGHT,Restaurants,
06 Jan 2005,EQY,"Equity One Earnings Model","Andrew Rosivach",,31 Dec 2004,1.58,1.65,1.74,.38,.43,.39,.40,.42,.39,.39,.41,.39,.40,.39,.39,19.40,NEUTRAL,NA,MARKET WEIGHT,REITS,
06 Jan 2005,BRE,"BRE Properties Inc. Earnings Model","Andrew Rosivach",,31 Dec 2004,2.25,2.18,2.24,.56,.55,.56,.57,.53,.55,.58,.54,.56,.55,.56,.58,36.10,NEUTRAL,NA,MARKET WEIGHT,REITS,
06 Jan 2005,BBY,"BBY: December First Blush","Jack Murphy",Jeff Brown ,29 Feb 2004,2.44,2.95,3.43,0.21,0.34,NA,0.42,0.53,NA,0.37,0.45,NA,1.42,1.63,NA,68.0,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
06 Jan 2005,WPI,"IPXL: Management Dinner Reinforces Strong 2005 Outlook","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,1.82,1.83,2.06,.44,.50,.52,.48,.40,.49,.48,.45,.50,.48,.47,.55,37.00,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
06 Jan 2005,TEVA,"IPXL: Management Dinner Reinforces Strong 2005 Outlook","Kenneth Kulju",Chris Schott Tania Dimitrova ,31 Dec 2003,1.07,1.44,1.63,.25,.32,.37,.25,.35,.40,.26,.38,.41,.31,.39,.45,39.00,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
06 Jan 2005,IVX,"IPXL: Management Dinner Reinforces Strong 2005 Outlook","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,.40,.72,.85,.12,.17,.22,.08,.19,.21,.09,.18,.20,.12,.19,.22,17.50,NEUTRAL,NO,OVERWEIGHT,Specialty Pharmaceuticals,
06 Jan 2005,IPXL,"IPXL: Management Dinner Reinforces Strong 2005 Outlook","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,-0.28,0.25,0.88,-0.07,0.08,0.2,-0.05,0.01,0.19,-0.07,0.01,0.23,-0.09,0.15,0.27,22.0,OUTPERFORM,YES,OVERWEIGHT,Specialty Pharmaceuticals,
06 Jan 2005,LEH,"LEH: Raising Estimates","Susan Roth",Howard Chen Jennifer Huang ,30 Nov 2004,7.9,7.45,7.45,2.21,2.1,NA,2.01,1.77,NA,1.71,1.73,NA,1.96,1.84,NA,105.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
06 Jan 2005,VRTX,"VRTX: VX-680 Phase I Studies Underway","Richard Troyer",Mark Augustine ,31 Dec 2004,-1.93,-1.86,-1.86,-0.46,-0.48,NA,-0.54,-0.47,NA,-0.46,-0.46,NA,-0.47,-0.44,NA,16.0,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
06 Jan 2005,INTC,"PLAY: Playing In The River","Richard Troyer",Randy Abrams ,31 Dec 2003,.86,1.11,1.13,.14,.26,.27,.14,.27,.25,.25,.30,.29,.33,.31,.32,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
06 Jan 2005,PLAY,"PLAY: Playing In The River","Randy Abrams",,31 Dec 2003,-0.41,0.62,0.75,-0.23,-0.02,0.15,-0.11,0.04,0.12,-0.04,0.23,0.2,-0.03,0.29,0.28,25.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
06 Jan 2005,MNST,"MNST: Seasonal Dip in Index","Joshua Rosen",Gregory Cappelli Jeremy Davis ,31 Dec 2003,0.4,0.6,0.85,0.09,0.11,0.18,0.09,0.14,0.21,0.11,0.17,0.23,0.11,0.19,0.23,36.0,NEUTRAL,YES,MARKETWEIGHT,Business & Professional Services,
06 Jan 2005,DIS,"DIS: Offensive Play on the Parks","William Drewry",Debra Schwartz John Klim ,30 Sep 2004,1.09,1.35,1.35,0.33,0.3,NA,0.26,NA,NA,0.31,NA,NA,0.19,NA,NA,40.0,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
06 Jan 2005,CECO,"CECO: IADT School Closures","Gregory Cappelli",Eric Sledgister Stephen Silzer ,31 Dec 2003,1.19,1.85,2.27,0.2,0.4,0.49,0.2,0.38,0.46,0.26,0.41,0.51,0.51,0.66,0.8,45.0,OUTPERFORM,YES,OVERWEIGHT,Education Services,
06 Jan 2005,TSCO.L,"COLRT.BR: Colruyt - Downgrade to Neutral","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,CARR.PA,"COLRT.BR: Colruyt - Downgrade to Neutral","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Dec 2003,2.67,2.74,2.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,CASP.PA,"COLRT.BR: Colruyt - Downgrade to Neutral","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Dec 2003,4.80,4.96,5.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,COLRt.BR,"COLRT.BR: Colruyt - Downgrade to Neutral","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Mar 2004,5.71,6.71,7.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,127.0,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,DELBt.BR,"COLRT.BR: Colruyt - Downgrade to Neutral","Nicolas Regnier",Sally Ronald Lindsay Ireland Andrew Kasoulis Nathan Cockrell ,31 Dec 2003,4.20,4.54,4.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,AHLN.AS,"COLRT.BR: Colruyt - Downgrade to Neutral","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,31 Dec 2003,.22,.20,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.00,OUTPERFORM,YES,MARKETWEIGHT,Food & Drug Retailing,
06 Jan 2005,NSM,"NSM: New Year's Resolution","Michael Masdea",,31 May 2004,0.81,0.82,0.66,0.08,0.31,0.16,0.17,0.18,0.18,0.24,0.16,0.15,0.32,0.17,0.17,17.5,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
06 Jan 2005,TA.TO,"TA.CA: Neutral Redemption","Dominique Barker",Peter Best Richelle Embree ,31 Dec 2003,0.56,0.6,0.77,0.28,0.25,0.23,-0.47,0.05,0.11,0.61,0.17,0.22,0.13,0.12,0.21,12.0,UNDERPERFORM,NO,MARKETWEIGHT,Pipelines and Utilities,
06 Jan 2005,WJA.TO,"WJA.CA: Strong December Traffic.","Cameron Jeffreys",Siddarth Mehta ,31 Dec 2003,0.52,0.27,0.5,0.01,0.02,.02,0.13,0.06,0.11,0.28,0.17,0.22,0.1,0.04,0.14,14.5,OUTPERFORM,NO,MARKETWEIGHT,Industrial Products & Machinery,
06 Jan 2005,BA.L,"AM Call: TCFP.PA Thales - Price ahead of events?","Steve East",,31 Dec 2003,.17,.19,.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,OUTPERFORM,NO,MARKETWEIGHT,Aerospace & Defence,
06 Jan 2005,EAD.PA,"AM Call: TCFP.PA Thales - Price ahead of events?","Steve East",,31 Dec 2003,.96,1.31,1.59,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.30,UNDERPERFORM,YES,MARKETWEIGHT,Aerospace & Defence,
06 Jan 2005,TCFP.PA,"AM Call: TCFP.PA Thales - Price ahead of events?","Steve East",,31 Dec 2003,1.62,2.06,2.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,33.5,NEUTRAL,NO,MARKETWEIGHT,Aerospace & Defence,
06 Jan 2005,BBY,"BBY: December Sales Review","Jack Murphy",Jeff Brown ,29 Feb 2004,2.44,2.95,3.43,0.21,0.34,NA,0.42,0.53,NA,0.37,0.45,NA,1.42,1.63,NA,68.0,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
06 Jan 2005,TLB,"The Talbots Inc. Earnings Model","Tracy Kogan",Paul Lejuez ,31 Jan 2004,1.81,1.71,1.9,.51,.58,NA,.32,.34,NA,.60,.50,NA,.38,.29,NA,28.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,AGP,"AGP: GA Opens Medicaid to Private Bids","Patrick Hojlo",Lennox Ketner ,31 Dec 2004,3.3,4.01,4.62,0.72,0.9,1.08,0.81,0.99,1.14,0.94,1.08,1.21,0.83,1.04,1.18,90.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
06 Jan 2005,WLP,"AGP: GA Opens Medicaid to Private Bids","Patrick Hojlo",Lennox Ketner ,31 Dec 2003,6.15,6.60,8.90,1.29,0,1.90,1.49,0,1.96,1.63,0,2.01,1.58,0,2.03,135.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
06 Jan 2005,BA.L,"AM Call: BA.L BAE Systems - Back at attractive levels","Steve East",,31 Dec 2003,16.62,18.84,21.63,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.0,OUTPERFORM,NO,MARKETWEIGHT,Aerospace & Defence,
06 Jan 2005,AWG.L,"UK water sector - The perfect storm","Dominic Nash",Roger Reynolds ,31 Mar 2004,.48,.47,.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,857.00,NEUTRAL,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,UU.L,"UK water sector - The perfect storm","Dominic Nash",Roger Reynolds ,31 Mar 2004,.54,.54,.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,607.00,NEUTRAL,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,SVT.L,"UK water sector - The perfect storm","Dominic Nash",Roger Reynolds ,31 Mar 2004,.69,.58,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1031.00,NEUTRAL,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,PNN.L,"UK water sector - The perfect storm","Dominic Nash",Roger Reynolds ,31 Mar 2004,.58,.57,.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1079.00,OUTPERFORM,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,KEL.L,"UK water sector - The perfect storm","Dominic Nash",Roger Reynolds ,31 Mar 2004,.46,.48,.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,619.00,NEUTRAL,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,NGT.L,"UK water sector - The perfect storm","Dominic Nash",,31 Mar 2004,.35,.35,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,533.00,OUTPERFORM,NO,UNDERWEIGHT,Utilities,
06 Jan 2005,COP,"COP: 4Q04 Interim Update","Mark Flannery",David Donnelly Joseph Bustros ,31 Dec 2003,6.69,11.17,10.52,1.86,2.31,2.75,1.58,2.88,2.72,1.82,2.87,2.45,1.43,3.12,2.6,87.0,NEUTRAL,NO,MARKETWEIGHT,Integrated Oil & Gas,
06 Jan 2005,MRBK,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,2.78,2.87,3.20,.71,.69,NA,.72,.71,NA,.68,.71,NA,.67,.76,NA,50.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,FITB,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.03,2.66,3.25,.72,.75,NA,.75,.79,NA,.76,.83,NA,.80,.29,NA,52.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,HIB,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,1.68,1.88,2.05,.36,.42,NA,.42,.47,NA,.44,.49,NA,.46,.50,NA,29.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,NCC,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.43,3.50,3.30,.81,1.16,NA,.99,.83,NA,.56,.86,NA,.88,.65,NA,38.00,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,RF,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,2.35,2.37,2.60,.57,.60,NA,.59,.61,NA,.59,.57,NA,.59,.59,NA,32.00,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,STI,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,4.73,5.20,5.50,1.17,1.28,NA,1.17,1.36,NA,1.18,1.30,NA,1.21,1.26,NA,72.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,BAC,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.57,3.70,4.05,.79,.91,NA,.90,.93,NA,.96,.91,NA,.91,.95,NA,53.00,OUTPERFORM,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,WB,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.36,3.94,4.15,.76,.98,0,.81,.98,NA,.83,1.00,0,.88,.98,0,55.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,CMA,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.75,4.25,4.60,1.00,.92,NA,.97,1.10,NA,.89,1.13,NA,.89,1.10,NA,57.00,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,USB,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,1.92,2.18,2.38,.47,.52,0,.48,.54,NA,.49,.56,0,.50,.56,0,31.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,CBSS,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,2.69,2.93,3.20,.64,.69,NA,.68,.73,NA,.68,.75,NA,.69,.76,NA,47.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,WFC,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,3.43,4.12,4.60,.81,1.16,0,.99,.83,NA,.56,.86,0,.88,.65,0,70.00,OUTPERFORM,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,BBT,"Regional Banks: Bi-weekly Banker","Christopher Mutascio",,31 Dec 2003,2.77,2.81,3.15,.70,.60,NA,.71,.72,NA,.68,.74,NA,.69,.75,NA,42.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
06 Jan 2005,LEH,"Lehman Brothers Earnings Model","Susan Roth",,30 Nov 2004,7.90,7.45,7.45,2.21,2.10,NA,2.01,1.77,NA,1.71,1.73,NA,1.96,1.84,NA,105.00,OUTPERFORM,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
06 Jan 2005,APD,"APD: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,30 Sep 2004,2.64,3.03,3.43,0.58,0.67,0.77,0.62,0.74,0.85,0.71,0.79,0.89,0.73,0.83,0.92,67.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,CYT,"CYT: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,2.18,2.87,3.71,0.73,0.78,0.92,0.64,0.78,0.98,0.45,0.66,0.9,0.36,0.65,0.91,64.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,EC,"EC: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,1.8,1.8,2.01,0.37,0.4,0.46,0.46,0.48,0.51,0.5,0.47,0.49,0.5,0.45,0.55,34.0,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,ECL,"ECL: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,1.03,1.2,1.35,0.21,0.26,0.3,0.25,0.3,0.33,0.32,0.36,0.4,0.25,0.28,0.32,38.0,NEUTRAL,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,FOE,"FOE: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,0.63,0.87,1.3,0.22,0.28,0.27,0.15,0.22,0.38,0.15,0.18,0.32,0.11,0.19,0.33,26.0,NEUTRAL,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,BUD,"Anheuser-Busch Companies Inc. Earnings Model","Corey Horsch",Huong Belpedio ,31 Dec 2003,2.48,2.74,2.95,.57,.66,NA,.75,.83,NA,.80,.85,NA,.36,.40,NA,52.0,NEUTRAL,NA,MARKET WEIGHT,Beverages,
06 Jan 2005,MMM,"MMM: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,3.09,3.74,4.16,0.71,0.9,1.01,0.78,0.97,1.06,0.83,0.97,1.06,0.77,0.91,1.03,99.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,PX,"PX: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,1.75,2.08,2.42,0.39,0.49,0.55,0.44,0.53,0.6,0.45,0.53,0.62,0.47,0.53,0.65,49.0,NEUTRAL,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,SEE,"SEE: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,2.49,2.66,3.06,0.52,0.64,0.71,0.56,0.66,0.74,0.68,0.69,0.78,0.73,0.67,0.83,62.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,VAL,"VAL: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Oct 2004,2.73,2.99,3.35,0.35,0.33,0.45,0.74,0.78,0.89,0.87,0.95,1.03,0.77,0.93,0.98,59.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,BPB.L,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Mar 2004,.31,.39,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,530.00,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,CRH.I,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,1.35,1.59,1.75,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.75,NEUTRAL,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,PILK.L,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Mar 2004,.07,.08,.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,91.00,UNDERPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,WOS.L,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Jul 2004,.74,.77,.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,980.00,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,AGG.L,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,.08,.08,.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,81.00,NEUTRAL,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,HNS.L,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,.40,.40,.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,380.00,UNDERPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,TTNr.AT,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,1.59,1.97,2.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.50,UNDERPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,LAFP.PA,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,5.01,6.54,7.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,83.00,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,SGOB.PA,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,4.11,4.65,5.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,47.50,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,HEIG.DE,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,2.99,3.74,4.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,42.00,NEUTRAL,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,HOLN.VX,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,4.90,5.62,6.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,67.50,NEUTRAL,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,ITAIn.MI,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,1.08,1.20,1.26,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.50,NEUTRAL,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,BZU.MI,"AM Call: Building Materials and Construction - Input costs and..","Roger Collison",David Brock Raymond Tay ,31 Dec 2003,1.03,1.20,1.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.85,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
06 Jan 2005,AVY,"AVY: Specialty Chemicals 2005 Outlook","John McNulty",Keith Siegner ,31 Dec 2003,2.71,2.97,3.31,0.71,0.68,0.75,0.7,0.74,0.84,0.65,0.75,0.85,0.65,0.8,0.87,66.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,APD,"Air Products and Chemicals Inc. Earnings Model","John McNulty",,30 Sep 2004,2.64,3.03,3.43,.58,.67,.77,.62,.74,.85,.71,.79,.89,.73,.83,.92,67.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,CYT,"Cytec Earnings Model","John McNulty",,31 Dec 2003,2.18,2.87,3.71,.73,.78,.92,.64,.78,.98,.45,.66,.90,.36,.65,.91,64.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,EC,"Engelhard Corporation Earnings Model","John McNulty",,31 Dec 2003,1.80,1.8,2.01,.37,.40,.46,.46,.48,.51,.50,.47,.49,.50,.45,.55,34.0,UNDERPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,COP,"ConocoPhillips Earnings Model","Mark Flannery",,31 Dec 2003,6.69,11.17,10.52,1.86,2.31,2.75,1.58,2.88,2.72,1.82,2.87,2.45,1.43,3.12,2.60,87.0,NEUTRAL,NA,MARKET WEIGHT,Integrated Oil & Gas,
06 Jan 2005,ECL,"Ecolab Earnings Model","John McNulty",,31 Dec 2003,1.03,1.2,1.35,.21,.26,.30,.25,.30,.33,.32,.36,.40,.25,.28,.32,38.0,NEUTRAL,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,FOE,"Ferro Earnings Model","John McNulty",,31 Dec 2003,.63,0.87,1.3,.22,.28,.27,.15,.22,.38,.15,.18,.32,.11,.19,.33,26.0,NEUTRAL,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,MMM,"3M Earnings Model","John McNulty",Keith Siegner ,31 Dec 2003,3.09,3.74,4.16,.71,.90,1.01,.78,.97,1.06,.83,.97,1.06,.77,.91,1.03,99.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,PX,"Praxair Inc. Earnings Model","John McNulty",,31 Dec 2003,1.75,2.08,2.42,.39,.49,.55,.44,.53,.60,.45,.53,.62,.47,.53,.65,49.0,NEUTRAL,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,SEE,"Sealed Air Corp. Earnings Model","John McNulty",,31 Dec 2003,2.49,2.66,3.06,.52,.64,.71,.56,.66,.74,.68,.69,.78,.73,.67,.83,62.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,VAL,"Valspar Earnings Model","John McNulty",,31 Oct 2004,2.73,2.99,3.35,.35,.33,.45,.74,.78,.89,.87,.95,1.03,.77,.93,.98,59.0,OUTPERFORM,NA,MARKET WEIGHT,Specialty Chemicals,
06 Jan 2005,KSS,"KSS: Adjusting KSS' Earnings Estimates","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.72,2.13,2.5,0.32,0.33,0.38,0.33,0.45,0.52,0.35,0.42,0.5,0.72,0.93,1.1,50.0,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
06 Jan 2005,CCU,"EMMS: Q3 Beats Ests; Radio still low singles","Shawn Feely",Joyce Kwok ,31 Dec 2003,1.23,1.39,1.57,.12,.19,NA,.41,.41,NA,.38,.44,NA,.32,.35,NA,43.00,OUTPERFORM,NO,OVERWEIGHT,Broadcasting,
06 Jan 2005,EMMS,"EMMS: Q3 Beats Ests; Radio still low singles","Shawn Feely",Joyce Kwok ,28 Feb 2003,-0.07,-0.12,-0.82,0.04,0.01,-1.36,-0.13,0.14,0.23,0.16,0.16,0.31,-0.14,-0.43,-0.01,22.0,OUTPERFORM,NO,OVERWEIGHT,Broadcasting,
06 Jan 2005,PVN,"PVN: Fourth Quarter Earnings Preview","Moshe Orenbuch",,31 Dec 2003,0.67,1.15,1.25,0.02,0.33,0.33,0.13,0.22,0.3,0.29,0.34,0.3,0.23,0.26,0.33,16.0,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
06 Jan 2005,CCRT,"CCRT: Another Portfolio Purchase","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.64,2.4,2.5,0.4,0.65,0.66,0.39,0.57,0.63,0.92,0.69,0.6,0.97,0.49,0.6,31.0,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
06 Jan 2005,PSUN,"PSUN: Raising Estimates Slightly","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.02,1.38,1.6,0.1,0.19,NA,0.17,0.25,NA,0.32,0.42,NA,0.43,0.53,NA,23.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,CHS,"CHS: Strong Dec. Sales; Raise Ests; Maintain Neutral","Tracy Kogan",Paul Lejuez ,31 Jan 2004,1.14,1.61,2.0,0.27,0.4,NA,0.28,0.39,NA,0.3,0.41,NA,0.29,0.4,NA,42.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,DRI,"DRI: A Standout In The Crowd","Janice Meyer",Stacey Brodbar ,31 May 2004,1.5,1.67,1.83,0.4,0.43,0.49,0.18,0.26,0.26,0.46,0.51,0.55,0.46,0.47,0.54,23.0,NEUTRAL,NA,OVERWEIGHT,Restaurants,
06 Jan 2005,MAY,"MAY: Reducing Estimates for 4Q04 and 2005","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.98,1.93,2.13,0.13,0.26,0.25,0.3,0.36,0.36,0.16,0.04,0.1,1.39,1.25,1.4,30.0,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
06 Jan 2005,MMM,"MMM: 1 Small Step for 3M 1 Large Step Canadian sBCC Sufferers","John McNulty",Keith Siegner ,31 Dec 2003,3.09,3.74,4.16,0.71,0.9,1.01,0.78,0.97,1.06,0.83,0.97,1.06,0.77,0.91,1.03,99.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
06 Jan 2005,SNDK,"SNDK: Novel New Product Introductions at CES 2005","Daniel Romanoff",Gerry Brockman George Wedemeyer ,30 Apr 2003,0.98,1.31,1.34,.17,.34,NA,.25,.38,NA,.09,.29,NA,.46,NA,NA,33.00,OUTPERFORM,YES,NA,Small and Mid-Cap, Americas,
06 Jan 2005,XRTX,"XRTX: X Marks the Spot; Reiterate Outperform","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Nov 2004,1.18,1.15,1.29,0.54,0.2,NA,0.22,0.29,NA,0.25,0.31,NA,0.19,0.35,NA,18.0,OUTPERFORM,YES,MARKETWEIGHT,Data Storage,
06 Jan 2005,ROST,"ROST: Increasing Estimates","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.47,1.21,1.7,0.31,0.32,NA,0.35,0.29,NA,0.32,0.26,NA,0.48,0.35,NA,33.0,OUTPERFORM,NO,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,TUES,"TUES: Increasing Estimates","Paul Lejuez",Tracy Kogan ,31 Dec 2003,1.35,1.5,1.75,0.15,0.2,NA,0.15,0.24,NA,0.15,0.18,NA,0.89,0.88,NA,36.0,OUTPERFORM,NO,UNDERWEIGHT,Specialty Softlines,
06 Jan 2005,SYMC,"Enterprise Software: Symantas?","Philip Winslow",,31 Mar 2004,.60,.83,.98,.11,.18,.23,.14,.21,.24,.17,.22,.25,.18,.23,.26,27.00,NEUTRAL,NO,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,MFE,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.65,.58,1.07,.13,.11,.19,.12,.08,.24,.15,.18,.27,.27,.22,.36,29.00,OUTPERFORM,NO,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,NTIQ,"Enterprise Software: Symantas?","Philip Winslow",,30 Jun 2004,.06,.15,.20,.02,.03,.03,.01,.03,.04,.01,.04,.06,.03,.05,.07,12.00,UNDERPERFORM,NO,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,VRSN,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.59,.67,.89,.14,.14,.20,.14,.15,.21,.15,.19,.23,.17,.20,.25,32.00,OUTPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,WGRD,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,-.29,-.10,-.12,-.01,-.04,-.09,-.09,0,-.02,-.10,-.02,-.02,-.08,-.04,0,4.00,UNDERPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,CHKP,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.96,1.05,1.13,.24,.25,.28,.24,.25,.28,.23,.27,.28,.26,.28,.29,20.00,UNDERPERFORM,NO,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,ISSX,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.49,.62,.82,.13,.13,.19,.12,.14,.20,.12,.16,.21,.13,.20,.23,22.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,RSAS,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.25,.52,.65,.03,.10,.14,.05,.12,.15,.06,.13,.17,.10,.15,.19,19.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,ATRS,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.49,.82,1.04,.09,.17,.23,.11,.20,.25,.14,.19,.26,.15,.26,.29,35.00,OUTPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,IPAS,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.30,.32,.31,.06,.08,.08,.07,.08,.08,.09,.09,.08,.08,.07,.08,7.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,SFNT,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.89,1.36,1.63,.15,.18,.37,.19,.30,.36,.20,.39,.43,.32,.43,.47,38.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,VRTS,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.76,.89,1.02,.17,.23,.23,.18,.21,.24,.19,.21,.25,.22,.25,.30,28.00,NEUTRAL,YES,OVERWEIGHT,Enterprise Infrastructure Software,
06 Jan 2005,CTXS,"Enterprise Software: Symantas?","Philip Winslow",,31 Dec 2003,.78,.91,.99,.19,.19,.21,.18,.20,.23,.19,.24,.25,.22,.27,.30,26.00,OUTPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
07 Jan 2005,TMA,"Thornburg Mortgage Inc. Earnings Model","Moshe Orenbuch",,31 Dec 2003,2.71,2.78,2.85,.67,.70,.69,.68,.71,.71,.68,.69,.72,.69,.68,.72,30.00,NEUTRAL,NA,MARKET WEIGHT,Mortgage Finance,
07 Jan 2005,RPT,"Ramco-Gershenson Properties Earnings Model","Andrew Rosivach",,31 Dec 2004,2.06,2.39,2.5,.56,.61,.65,.56,.58,.61,.34,.60,.62,.58,.60,.62,26.30,NEUTRAL,NA,MARKET WEIGHT,REITS,
07 Jan 2005,MHS,"MedcoHealth Solutions Earnings Model","Kevin Berg",,31 Dec 2003,1.83,2.18,2.18,.43,.53,.56,.44,.56,.59,.47,.53,.61,.48,.56,.65,47.00,OUTPERFORM,NA,MARKET WEIGHT,US Healthcare Technology and Distribution,
07 Jan 2005,ESRX,"Express Scripts Earnings Model","Kevin Berg",,31 Dec 2003,3.19,3.87,3.87,.75,.88,1.04,.78,.93,1.10,.81,1.00,1.17,.86,1.06,1.30,80.00,OUTPERFORM,NA,MARKET WEIGHT,US Healthcare Technology and Distribution,
07 Jan 2005,CFC,"Countrywide Financial Earnings Model","Moshe Orenbuch",,31 Dec 2003,4.16,3.9,4.0,.61,1.11,.89,.68,1.12,1.07,1.93,.94,1.04,.91,.74,1.01,45.00,OUTPERFORM,NA,MARKET WEIGHT,Mortgage Finance,
07 Jan 2005,GDW,"Golden West Financial Earnings Model","Moshe Orenbuch",,31 Dec 2003,3.57,4.1,4.55,.83,.97,1.10,.88,1.02,1.12,.91,1.05,1.15,.94,1.07,1.18,70.00,OUTPERFORM,NA,MARKET WEIGHT,Mortgage Finance,
07 Jan 2005,3051.TW,"Asian Daily: Taiwan - Optimax Tech Corporation. UNDERPERFORM","Andy Kung",,31 Dec 2003,4.65,5.72,7.21,.53,2.54,1.00,1.30,2.86,1.30,1.28,1.71,1.59,1.67,1.55,1.82,50.50,UNDERPERFORM,NA,NA,NA,
07 Jan 2005,2454.TW,"Asian Daily: Taiwan - MediaTek Inc. Maintain OUTPERFORM","Michael Lin",,31 Dec 2003,21.8,19.0,22.2,5.18,5.54,3.83,4.49,4.27,4.09,5.99,5.49,5.04,6.47,3.95,6.03,237.00,OUTPERFORM,NA,NA,NA,
07 Jan 2005,2317.TW,"Asian Daily: Taiwan - Hon Hai Precision. Maintain OUTPERFORM","Alison Yip",James Chiu ,31 Dec 2003,7.9,11.8,14.2,1.66,1.93,2.31,1.86,2.17,2.49,2.16,2.44,2.98,2.28,2.88,3.34,160.00,OUTPERFORM,NA,NA,NA,
07 Jan 2005,060000.KS,"Asian Daily: South Korea - Kookmin Bank. Maintain OUTPERFORM","SunMok Ha",Seok Yun ,31 Dec 2003,-2817.0,4150.0,6357.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48000.00,OUTPERFORM,NA,NA,NA,
07 Jan 2005,002790.KS,"Asian Daily: South Korea - AmorePacific Corp. Maintain NEUTRAL","Sonia Kim",,31 Dec 2003,21494.0,22101.0,24082.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,252000.00,NEUTRAL,NA,NA,NA,
07 Jan 2005,SPRM.SI,"Asian Daily:Singapore -Singapore Press.Downgrade to UNDERPERFORM","Sean Quek",Clarice Khoo ,31 Aug 2004,0.31,0.24,0.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.36,UNDERPERFORM,NA,NA,NA,
07 Jan 2005,0598.HK,"Asian Daily: China - Sinotrans Limited. Upgrade to OUTPERFORM","Peter Hilton",Karen Chan ,31 Dec 2003,0.17,0.2,0.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.85,OUTPERFORM,NA,NA,NA,
07 Jan 2005,1071.HK,"Asian Daily:China -Huadian Power International Corp.UNDERPERFORM","Angello Chan",,31 Dec 2003,0.2,0.2,0.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.65,UNDERPERFORM,NA,NA,NA,
07 Jan 2005,UTSI,"AM CALL: UTSI: Another Disappointing Quarter","Michael Ounjian",,31 Dec 2003,1.64,0.39,1.09,0.33,0.4,0.03,0.33,0.33,0.65,0.46,0.04,0.16,0.52,-0.4,0.26,15.0,NEUTRAL,YES,MARKETWEIGHT,Wireless Telecommunications Equipment,
07 Jan 2005,TWX,"VIAB: Management Falling into Place for Paramount Turnaround","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,.47,.66,.80,.08,.15,NA,.12,.19,NA,.12,.15,NA,.15,.16,NA,22.00,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
07 Jan 2005,DIS,"VIAB: Management Falling into Place for Paramount Turnaround","William Drewry",Samantha Dennison Debra Schwartz John Klim ,30 Sep 2004,1.09,1.35,0,.33,.30,NA,.26,NA,NA,.31,NA,NA,.19,NA,NA,40.00,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
07 Jan 2005,VIAB,"VIAB: Management Falling into Place for Paramount Turnaround","William Drewry",Samantha Dennison Debra Schwartz John Klim ,31 Dec 2003,1.4,1.58,1.69,0.26,0.33,NA,0.37,0.45,NA,0.4,0.42,NA,0.36,0.37,NA,43.0,OUTPERFORM,YES,OVERWEIGHT,Entertainment,
07 Jan 2005,PL,"AM CALL: PL: Downgrading to Neutral","Thomas Gallagher",Kevin Feder ,31 Dec 2003,2.74,3.6,3.95,0.65,0.8,NA,0.67,0.84,NA,0.7,0.88,NA,0.77,0.84,NA,45.0,NEUTRAL,NA,MARKETWEIGHT,Life and Health Insurance,
07 Jan 2005,NVR,"AM CALL: NVR: Rich Valuation Justifies Downgrade to Neutral","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Dec 2003,48.99,67.32,76.2,10.1,12.58,16.14,10.9,14.82,17.25,13.15,19.04,20.36,14.91,21.05,22.51,625.0,NEUTRAL,NA,MARKETWEIGHT,Homebuilding,
07 Jan 2005,MLPM.KL,"Asian Daily: Malaysia - Multi-Purpose Hldgs.Downgrade to NEUTRAL","Stephen Hagger",,31 Dec 2003,0.1,0.11,0.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,1.30,NEUTRAL,NA,NA,NA,
07 Jan 2005,MGMS.KL,"Asian Daily: Malaysia - Magnum Corp. Downgrade to UNDERPERFORM","Stephen Hagger",,31 Dec 2003,0.14,0.16,0.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.50,UNDERPERFORM,NA,NA,NA,
07 Jan 2005,BE,"AM CALL: ACN: Solid 1Q and Outlook Despite Moving Parts","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,.23,.26,.42,.08,.02,.09,.05,.08,.11,.05,.06,.10,.05,.10,.12,7.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
07 Jan 2005,ACN,"AM CALL: ACN: Solid 1Q and Outlook Despite Moving Parts","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Aug 2004,1.23,1.41,1.6,0.27,0.32,NA,0.29,0.31,NA,0.37,0.44,NA,0.3,0.34,NA,32.0,OUTPERFORM,NO,MARKETWEIGHT,Computer Services & IT Consulting,
07 Jan 2005,ACS,"AM CALL: ACN: Solid 1Q and Outlook Despite Moving Parts","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,30 Jun 2004,2.62,3.13,3.58,.60,.72,.84,.64,.73,.83,.67,.81,.92,.71,.88,1.00,48.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
07 Jan 2005,CSC,"AM CALL: ACN: Solid 1Q and Outlook Despite Moving Parts","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Mar 2004,2.83,3.18,3.50,.51,.58,.64,.60,.68,.76,.71,.80,.88,1.01,1.12,1.22,50.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
07 Jan 2005,EDS,"AM CALL: ACN: Solid 1Q and Outlook Despite Moving Parts","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,.32,.25,.69,.08,-.04,.09,.19,-.03,.15,-.02,.11,.19,.08,.20,.27,20.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
07 Jan 2005,REL.L,"CSFB Media Daily - Friday 7 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.31,.31,.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,560.00,OUTPERFORM,NO,OVERWEIGHT,Media,
07 Jan 2005,WPP.L,"CSFB Media Daily - Friday 7 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.27,.32,.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,NEUTRAL,NO,OVERWEIGHT,Media,
07 Jan 2005,BSY.L,"CSFB Media Daily - Friday 7 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
07 Jan 2005,EURC.PA,"CSFB Media Daily - Friday 7 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,-.58,.31,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.90,UNDERPERFORM,NO,OVERWEIGHT,Media,
07 Jan 2005,LAGA.PA,"CSFB Media Daily - Friday 7 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,3.06,3.86,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,54.00,NEUTRAL,NO,OVERWEIGHT,Media,
07 Jan 2005,PUBP.PA,"CSFB Media Daily - Friday 7 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,1.19,1.42,1.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,25.50,NEUTRAL,NO,OVERWEIGHT,Media,
07 Jan 2005,PG.MI,"CSFB Media Daily - Friday 7 January 2005","Geoffroy Decarbonnieres",Giasone Salati Simon Mays-Smith Nick Bertolotti ,31 Dec 2003,.03,.03,.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,.29,NEUTRAL,NO,OVERWEIGHT,Media,
07 Jan 2005,ITV.L,"CSFB Media Daily - Friday 7 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
07 Jan 2005,PAJ.PA,"CSFB Media Daily - Friday 7 January 2005","Geoffroy Decarbonnieres",Nick Bertolotti ,31 Dec 2003,.72,.82,.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.70,UNDERPERFORM,YES,OVERWEIGHT,Media,
07 Jan 2005,RBS.L,"CSFB Breakfast Banker - Friday 07 January 2005","Geoffroy Decarbonnieres",Alastair MacIntosh ,31 Dec 2003,1.57,1.71,1.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2180.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
07 Jan 2005,STAN.L,"CSFB Breakfast Banker - Friday 07 January 2005","Geoffroy Decarbonnieres",Alastair MacIntosh ,31 Dec 2003,0,1.24,1.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,880.00,NEUTRAL,NO,OVERWEIGHT,Banks,
07 Jan 2005,HSBA.L,"CSFB Breakfast Banker - Friday 07 January 2005","Geoffroy Decarbonnieres",Alastair MacIntosh ,31 Dec 2003,.60,1.11,1.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,985.00,NEUTRAL,NO,OVERWEIGHT,Banks,
07 Jan 2005,SOGN.PA,"CSFB Breakfast Banker - Friday 07 January 2005","Geoffroy Decarbonnieres",Alastair MacIntosh ,31 Dec 2003,5.01,7.08,7.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,OVERWEIGHT,Banks,
07 Jan 2005,AAH.AS,"CSFB Breakfast Banker - Friday 07 January 2005","Geoffroy Decarbonnieres",Alastair MacIntosh ,31 Dec 2003,1.90,2.06,1.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,21.70,NEUTRAL,NO,OVERWEIGHT,Banks,
07 Jan 2005,MKS.L,"MKS.L: Marks & Spencer - Rose blight","Tony Shiret",David Jeary Sally Ronald Lindsay Ireland Nathan Cockrell Nicolas Regnier ,31 Mar 2004,23.4,21.1,29.1,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,380.0,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
07 Jan 2005,BFP.L,"The Big Food Group - Bye For Good","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Mar 2004,14.07,8.55,11.51,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,95.0,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
07 Jan 2005,POT,"POT: Initiate Coverage of PotashCorp with Neutral Rating","William Young",Nancy Traub ,31 Dec 2003,0.73,2.6,4.1,0.04,0.47,0.9,0.28,0.71,1.07,0.15,0.68,1.05,0.26,0.75,1.07,79.0,NEUTRAL,NA,OVERWEIGHT,Major Chemicals,
07 Jan 2005,POL,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,-.19,.66,.75,-.03,.12,.12,-.04,.27,.29,-.04,.21,.22,-.08,.06,.12,9.00,NEUTRAL,YES,OVERWEIGHT,Major Chemicals,
07 Jan 2005,NCX,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,-1.24,1.55,3.65,.05,.08,.74,-.42,.30,.88,-.63,.60,1.00,-.18,.58,1.04,52.00,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,GGC,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,.59,3.20,5.20,-.05,.57,1.00,.26,.90,1.60,.18,1.00,1.50,.20,.74,1.10,64.00,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,LYO,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,-1.82,.50,2.45,-.74,-.08,.43,-.43,.02,.65,-.24,.27,.77,-.43,.29,.60,34.00,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,CMP,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,.98,1.25,1.40,.72,.94,.91,-.16,-.18,-.15,-.21,-.17,-.18,.60,.66,.82,22.00,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,AGU,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,0.76,1.49,1.85,-0.07,0.07,0.12,0.47,0.52,0.83,0.17,0.43,0.45,0.22,0.49,0.45,18.0,OUTPERFORM,NA,OVERWEIGHT,Major Chemicals,
07 Jan 2005,DD,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,1.66,2.35,2.75,.61,.96,1.08,.62,.80,.90,.13,.25,.37,.29,.34,.40,47.00,NEUTRAL,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,EMN,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,.96,2.52,3.60,-.02,.52,.70,.61,.82,1.10,.26,.79,1.00,.12,.40,.80,52.00,NEUTRAL,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,FMC,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,1.90,3.20,3.60,.05,.38,.47,.61,1.14,1.26,.47,.87,.98,.76,.81,.90,47.50,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,MON,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Aug 2004,1.61,2.05,2.35,.02,.13,.19,.70,1.28,1.36,.88,.65,.75,.01,-.01,.04,51.00,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,POT,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,.73,2.60,4.10,.04,.47,.90,.28,.71,1.07,.15,.68,1.05,.26,.75,1.07,79.00,NEUTRAL,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,ROH,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,1.71,2.20,2.45,.39,.51,.60,.41,.52,.66,.46,.61,.59,.45,.55,.60,46.00,NEUTRAL,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,DOW,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,1.38,2.45,3.90,.09,.50,.81,.43,.71,1.11,.36,.65,.99,.50,.60,.99,62.00,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,PPG,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,3.06,4.03,5.15,.51,.71,.90,.94,1.12,1.50,.86,1.15,1.40,.76,1.05,1.35,77.00,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,WLK,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Dec 2003,.45,2.17,3.05,.26,.22,.60,.01,.69,.90,-.05,.66,.85,.22,.60,.70,37.00,OUTPERFORM,YES,OVERWEIGHT,Major Chemicals,
07 Jan 2005,DLP,"AGU: Agrium Inc.","William Young",Nancy Traub ,31 Aug 2004,.92,1.18,1.40,-.14,-.09,-.15,.30,.47,.62,.84,.93,1.10,-.10,-.13,-.17,25.00,UNDERPERFORM,NO,OVERWEIGHT,Major Chemicals,
07 Jan 2005,CAPP.PA,"Capgemini - Pre-announcement in response to S&P","James Clark",Matthew Hammond ,31 Dec 2003,0.5,-0.03,0.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.0,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
07 Jan 2005,BR,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,2.71,4.09,4.82,.81,.89,NA,.69,.96,NA,.67,.98,NA,.58,.98,NA,46.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,KMG,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.84,4.59,7.86,1.19,1.48,NA,1.07,1.09,NA,.76,.94,NA,.86,.98,NA,65.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,UCL,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,2.95,3.99,4.7,0.87,0.89,1.21,0.73,0.86,1.09,0.72,1.1,1.19,0.63,1.16,1.21,47.0,OUTPERFORM,NO,OVERWEIGHT,Exploration & Production,
07 Jan 2005,APC,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,5.29,7.14,8.33,1.45,1.70,NA,1.21,1.59,NA,1.46,1.63,1.87,1.17,1.53,1.57,75.00,OUTPERFORM,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,OXY,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,4.23,6.55,6.57,1.14,1.19,NA,.97,1.46,NA,1.14,1.88,NA,.97,1.60,NA,55.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,APA,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.62,5.35,6.62,.97,1.06,NA,.87,1.21,NA,.90,1.39,NA,.87,1.38,NA,54.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,DVN,"UCL: Resource Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.58,4.19,5.09,1.23,1.00,NA,.79,1.01,NA,.86,1.04,NA,.82,1.01,NA,45.00,OUTPERFORM,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,XRTX,"Xyratex Ltd Earnings Model","Andrew McCullough",,30 Nov 2004,1.18,1.15,1.29,.54,.20,NA,.22,.29,NA,.25,.31,NA,.19,.35,NA,18.00,OUTPERFORM,NA,MARKET WEIGHT,Data Storage,
07 Jan 2005,CACS,"AM CALL: CACS: Projected 4Q04 Shortfall","Paul Silverstein",,31 Dec 2003,-0.05,0.09,0.09,-0.05,0.06,-0.03,-0.04,0.1,-0.01,0.01,-0.03,0.04,0.04,-0.04,0.1,8.5,NEUTRAL,YES,MARKETWEIGHT,Communications Infrastructure,
07 Jan 2005,CHS,"Chicos FAS Inc. Earnings Model","Tracy Kogan",Paul Lejuez ,31 Jan 2004,1.14,1.61,1.61,.27,.40,NA,.28,.39,NA,.30,.41,NA,.29,.40,NA,42.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,BBW,"BBW: Strong Holiday Results; Raise Ests Slightly","Paul Lejuez",Tracy Kogan ,31 Dec 2003,0.45,1.07,1.33,0.08,0.3,NA,0.03,0.27,NA,0.05,0.19,NA,0.3,0.31,NA,31.0,NEUTRAL,YES,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,TE,"TE: So Long Merchant","Laura Blanco",Dan Eggers ,31 Dec 2003,0.92,0.79,1.05,0.23,0.12,0,0.36,0.22,0,0.18,0.27,0,-0.01,0.17,0,13.0,UNDERPERFORM,NO,UNDERWEIGHT,Utilities,
07 Jan 2005,SYMC,"Symantec Corporation Earnings Model","Philip Winslow",,31 Mar 2004,.60,.83,0.83,.11,.18,.23,.14,.21,.24,.17,.22,.25,.18,.23,.26,27.00,NEUTRAL,NA,OVERWEIGHT,Enterprise Infrastructure Software,
07 Jan 2005,TGT,"Retailing: What Yesterday Taught Us","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.80,2.12,2.54,.35,.44,.51,.36,.40,.53,.30,.37,.43,.80,.93,1.06,53.00,OUTPERFORM,NO,MARKETWEIGHT,Mass Merchants,
07 Jan 2005,WMT,"Retailing: What Yesterday Taught Us","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,2.03,2.40,2.69,.42,.50,.58,.52,.62,.70,.46,.54,.60,.63,.74,.81,65.00,OUTPERFORM,NO,MARKETWEIGHT,Mass Merchants,
07 Jan 2005,SKS,"Retailing: What Yesterday Taught Us","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,.64,.57,.86,.09,.17,.18,-.20,-.19,-.16,.05,-.05,.09,.70,.65,.75,11.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
07 Jan 2005,BJ,"Retailing: What Yesterday Taught Us","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.47,1.71,1.80,.17,.23,.25,.32,.40,.41,.28,.36,.34,.70,.72,.80,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Mass Merchants,
07 Jan 2005,HAS.L,"MPI.L: Michael Page - Full year trading update","Andrew Grobler",,30 Jun 2004,.07,.07,.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,141.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
07 Jan 2005,MPI.L,"MPI.L: Michael Page - Full year trading update","Andrew Grobler",,31 Dec 2003,3.96,7.15,10.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,222.0,OUTPERFORM,NA,MARKETWEIGHT,Support Services,
07 Jan 2005,ROST,"Ross Stores Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.47,1.21,1.7,.31,.32,NA,.35,.29,NA,.32,.26,NA,.48,.35,NA,33.00,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,TUES,"Tuesday Morning Corp. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Dec 2003,1.35,1.50,1.5,.15,.20,NA,.15,.24,NA,.15,.18,NA,.89,.88,NA,36.00,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,RCL,"Travel & Leisure: Home Bookin'","Scott Barry",Edward Loh ,31 Dec 2003,1.40,2.39,2.90,.27,.47,NA,.28,.59,NA,.94,1.33,NA,-.10,-.04,NA,65.00,OUTPERFORM,NO,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,CD,"Travel & Leisure: Home Bookin'","Scott Barry",Edward Loh ,31 Dec 2003,1.38,1.71,1.41,.25,.35,NA,.37,.47,NA,.47,.56,NA,.29,.33,NA,28.00,OUTPERFORM,NO,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,PCLN,"Travel & Leisure: Home Bookin'","Scott Barry",Edward Loh ,31 Dec 2003,.47,.88,1.23,-.03,.13,0,.20,.32,0,.24,.28,0,.06,.15,0,28.00,OUTPERFORM,YES,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,CCL,"Travel & Leisure: Home Bookin'","Scott Barry",Edward Loh ,30 Nov 2004,2.24,2.74,3.18,.25,.40,NA,.41,.50,NA,1.23,1.36,NA,.36,.49,NA,65.00,OUTPERFORM,NO,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,TSG,"Travel & Leisure: Home Bookin'","Scott Barry",Edward Loh ,31 Dec 2003,.83,1.42,1.48,.36,.37,NA,.23,.47,NA,.24,.41,NA,.01,.17,NA,22.00,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,COF,"Diversified Financials: Manheim Index","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.50,6.90,1.35,1.84,1.84,1.23,1.65,1.74,1.16,1.97,1.84,1.11,1.05,1.49,93.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
07 Jan 2005,ACF,"Diversified Financials: Manheim Index","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.70,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
07 Jan 2005,TIF,"TIF: Holiday Sales Update: Mixed","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.45,1.43,1.7,0.24,0.27,NA,0.28,0.25,NA,0.19,0.14,NA,0.74,0.78,NA,32.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,ACN,"Accenture Ltd. Earnings Model","Dris Upitis",Paul Bartolai ,31 Aug 2004,1.23,1.41,1.6,.27,.32,NA,.29,.31,NA,.37,.44,NA,.30,.34,NA,32.00,OUTPERFORM,NA,MARKET WEIGHT,Computer Services & IT Consulting,
07 Jan 2005,NPSP,"NPSP: Initiate At Outperform","Richard Troyer",Mark Augustine ,31 Dec 2003,-3.45,-3.94,-4.41,-0.8,-0.96,-1.01,-0.7,-1.11,-1.06,-0.79,-1.02,-1.14,-1.15,-0.86,-1.2,28.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,AMGN,"NPSP: Initiate At Outperform","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.90,2.46,2.81,.42,.57,NA,.49,.62,NA,.53,.64,NA,.46,.63,NA,66.00,NEUTRAL,NO,OVERWEIGHT,Biotechnology,
07 Jan 2005,GENZ,"NPSP: Initiate At Outperform","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.39,1.77,2.04,.31,.37,0,.34,.44,0,.37,.49,0,.38,.47,0,65.00,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
07 Jan 2005,CPB,"CPB: Weak Soup Sales in December","David Nelson",Robert Moskow ,31 Jul 2004,1.58,1.66,1.79,0.51,0.56,NA,0.57,0.58,NA,0.32,0.33,NA,0.18,0.19,NA,23.0,UNDERPERFORM,NO,UNDERWEIGHT,Packaged Foods,
07 Jan 2005,EPL,"EPL: Exploration Momentum; 4Q Reduction","Tracy Todaro",Phillip Pace Robert Hendricks ,31 Dec 2003,0.87,1.21,1.85,0.37,0.2,0.43,0.21,0.38,0.46,0.18,0.25,0.49,0.12,0.35,0.47,24.0,OUTPERFORM,YES,OVERWEIGHT,Exploration & Production,
07 Jan 2005,DNA,"KOSN: Initiate At Outperform","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2004,.90,1.14,1.15,.19,.24,NA,.19,.28,NA,.24,.29,NA,.21,.33,NA,65.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,TELK,"KOSN: Initiate At Outperform","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.38,-1.63,-1.85,-.31,-.35,NA,-.33,-.41,NA,-.37,-.37,NA,-.36,-.62,0,31.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,KOSN,"KOSN: Initiate At Outperform","Michele Park",Mark Augustine ,31 Dec 2003,-0.38,-0.73,-0.65,-.14,-0.14,NA,-.18,-0.18,NA,-.20,-0.2,NA,-.21,-0.21,NA,10.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,OSIP,"KOSN: Initiate At Outperform","Mark Augustine",Michele Park Richard Troyer ,30 Sep 2004,-4.53,-1.67,-.03,-1.03,-.50,NA,-1.27,-.29,NA,-1.19,-.52,NA,-1.09,-.44,NA,57.00,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,CYTK,"KOSN: Initiate At Outperform","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.88,-1.26,-.94,-.47,-.31,NA,-.47,-.46,NA,-.46,-.36,NA,-.48,-.38,NA,12.00,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,ABGX,"ABGX: Initiate At Neutral","Michele Park",Mark Augustine ,31 Dec 2003,-2.23,-2.06,-1.83,-.47,-0.47,NA,-.68,-0.68,NA,-.48,-0.48,NA,-.43,-0.43,NA,12.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,DNA,"ABGX: Initiate At Neutral","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2004,.90,1.14,1.15,.19,.24,NA,.19,.28,NA,.24,.29,NA,.21,.33,NA,65.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,IMCL,"ABGX: Initiate At Neutral","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.52,1.70,1.51,NA,.76,NA,NA,.29,NA,NA,.45,0,NA,.30,NA,65.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,TELK,"ABGX: Initiate At Neutral","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.38,-1.63,-1.85,-.31,-.35,NA,-.33,-.41,NA,-.37,-.37,NA,-.36,-.62,0,31.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,NPSP,"ABGX: Initiate At Neutral","Richard Troyer",Mark Augustine ,31 Dec 2004,-3.94,-4.41,-3.40,-.96,-1.01,NA,-1.11,-1.06,NA,-1.02,-1.14,NA,-.86,-1.20,NA,28.00,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,OSIP,"ABGX: Initiate At Neutral","Mark Augustine",Michele Park Richard Troyer ,30 Sep 2004,-4.53,-1.67,-.03,-1.03,-.50,NA,-1.27,-.29,NA,-1.19,-.52,NA,-1.09,-.44,NA,57.00,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,AMGN,"ABGX: Initiate At Neutral","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.90,2.46,2.81,.42,.57,NA,.49,.62,NA,.53,.64,NA,.46,.63,NA,66.00,NEUTRAL,NO,OVERWEIGHT,Biotechnology,
07 Jan 2005,HGSI,"ABGX: Initiate At Neutral","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,1.44,-1.71,-2.07,-.32,-.40,NA,-.37,-.45,NA,-.37,-.43,NA,-.38,-.42,NA,13.00,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
07 Jan 2005,VRTX,"ABGX: Initiate At Neutral","Richard Troyer",Mark Augustine ,31 Dec 2004,-1.93,-1.86,NA,-.46,-.48,NA,-.54,-.47,NA,-.46,-.46,NA,-.47,-.44,NA,16.00,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
07 Jan 2005,CBRY.L,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.32,.33,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,420.00,UNDERPERFORM,NO,UNDERWEIGHT,Food Producers & Processors,
07 Jan 2005,RB.L,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.66,.76,.86,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1610.00,OUTPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
07 Jan 2005,ULVR.L,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.40,.40,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,450.00,UNDERPERFORM,NO,UNDERWEIGHT,Food Producers & Processors,
07 Jan 2005,DANO.PA,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,3.59,4.02,4.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,70.00,NEUTRAL,NO,UNDERWEIGHT,Food Producers & Processors,
07 Jan 2005,OREP.PA,"AC Nielsen crunch","Guillaume Dalibot",Charlie Mills ,31 Dec 2003,2.45,2.49,2.47,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,UNDERPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
07 Jan 2005,NESN.VX,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,19.92,19.90,21.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,NEUTRAL,NO,UNDERWEIGHT,Food Producers & Processors,
07 Jan 2005,UNc.AS,"AC Nielsen crunch","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,3.90,3.89,3.55,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,45.00,UNDERPERFORM,NO,UNDERWEIGHT,Food Producers & Processors,
07 Jan 2005,DGE.L,"European Beer - Miller resilient in US in Q4","Michael Bleakley",Andy Bowley Jennifer Matthews ,30 Jun 2004,.48,.48,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,830.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
07 Jan 2005,SAB.L,"European Beer - Miller resilient in US in Q4","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Mar 2004,.75,1.00,1.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,960.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
07 Jan 2005,HEIN.AS,"European Beer - Miller resilient in US in Q4","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.64,1.51,1.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,22.50,UNDERPERFORM,NO,MARKETWEIGHT,Beverages,
07 Jan 2005,PSUN,"Pacific Sunwear of California Inc. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.02,1.38,1.6,.10,.19,NA,.17,.25,NA,.32,.42,NA,.43,.53,NA,23.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
07 Jan 2005,IMT.L,"AC Nielsen data - W. Europe cigarette sales volume","Pieter Vorster",Jennifer Matthews ,30 Sep 2004,1.02,1.12,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1410.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
07 Jan 2005,GLH.L,"AC Nielsen data - W. Europe cigarette sales volume","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.56,.58,.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
07 Jan 2005,ALT.MC,"AC Nielsen data - W. Europe cigarette sales volume","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,2.10,2.21,2.45,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.70,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
07 Jan 2005,BATS.L,"AC Nielsen data - W. Europe cigarette sales volume","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.69,.72,.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,895.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
07 Jan 2005,CVX,"CVX: 4Q04 Interim Update; Hurricane Ivan damage continues","Mark Flannery",David Donnelly Joseph Bustros ,31 Dec 2003,3.52,5.47,5.24,1.02,1.23,1.42,0.81,1.52,1.32,0.92,1.28,1.31,0.78,1.45,1.2,57.0,OUTPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas,
07 Jan 2005,CVX,"ChevronTexaco Corporation Earnings Model","Mark Flannery",,31 Dec 2003,3.52,5.47,5.24,1.02,1.23,1.42,.81,1.52,1.32,.92,1.28,1.31,.78,1.45,1.20,57.0,OUTPERFORM,NA,MARKET WEIGHT,Integrated Oil & Gas,
07 Jan 2005,STNR,"STNR: Renews Princess Plus; Raising Estimates","Scott Barry",Edward Loh ,31 Dec 2003,1.41,1.97,2.22,0.32,0.48,0,0.32,0.49,0,0.41,0.52,0,0.39,0.48,0,32.0,NEUTRAL,YES,MARKETWEIGHT,Travel & Leisure,
07 Jan 2005,DRI,"Darden Restaurants Earnings Model","Janice Meyer",,31 May 2004,1.50,1.67,1.83,.40,.43,.49,.18,.26,.26,.46,.51,.55,.46,.47,.54,23.00,NEUTRAL,NA,OVERWEIGHT,Restaurants,
07 Jan 2005,RPT,"RPT: It's All Variable","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.06,2.39,2.50,.56,.61,.65,.56,.58,.61,.34,.60,.62,.58,.60,.62,26.30,NEUTRAL,NO,MARKETWEIGHT,REITS,
07 Jan 2005,GAP,"GAP: 3Q04 EPS Review","Jack Murphy",Teresa Ging ,29 Feb 2004,-3.07,-4.05,-3.11,-0.53,-1.03,-0.7,-1.62,-1.17,-0.9,-0.33,-0.93,-0.79,-0.59,-0.92,-0.72,8.0,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
07 Jan 2005,CMX,"CMX: Raising Target Price","Kevin Berg",Michael Glynn ,31 Dec 2003,1.11,1.52,1.99,0.24,0.32,0.47,0.26,0.33,0.48,0.29,0.4,0.49,0.32,0.45,0.55,44.0,OUTPERFORM,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
07 Jan 2005,MHS,"MHS: Raising Target Price","Kevin Berg",Michael Glynn ,31 Dec 2003,1.83,2.18,2.41,0.43,0.53,0.56,0.44,0.56,0.59,0.47,0.53,0.61,0.48,0.56,0.65,47.0,OUTPERFORM,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
07 Jan 2005,CRI,"CRI: Reinstating and Assuming Coverage","Edward Kelly",,31 Dec 2003,1.23,1.63,1.9,0.27,0.36,NA,0.11,0.2,NA,0.48,0.62,NA,0.37,0.45,NA,37.0,OUTPERFORM,YES,MARKETWEIGHT,Apparel & Footwear,
07 Jan 2005,CLX,"Household & Personal Products: Focusing on What Matters","Lauren R. Lieberman",Judie Zbeda ,30 Jun 2004,2.55,2.72,3.28,.60,.57,NA,.52,.53,NA,.59,.68,NA,.83,1.03,NA,59.00,NEUTRAL,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
07 Jan 2005,CL,"Household & Personal Products: Focusing on What Matters","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,2.46,2.42,2.62,.56,.59,.60,.62,.66,.65,.63,.58,.67,.65,.60,.70,53.00,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
07 Jan 2005,G,"Household & Personal Products: Focusing on What Matters","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,1.34,1.67,1.88,.25,.37,.43,.33,.42,.46,.41,.47,.51,.35,.41,.47,41.00,UNDERPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
07 Jan 2005,KMB,"Household & Personal Products: Focusing on What Matters","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,3.38,3.61,3.85,.80,.91,.96,.82,.90,.97,.85,.89,.94,.91,.91,.98,75.00,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
07 Jan 2005,PG,"Household & Personal Products: Focusing on What Matters","Lauren R. Lieberman",Judie Zbeda ,30 Jun 2004,2.32,2.59,2.87,.63,.73,NA,.65,.71,NA,.55,.59,NA,.50,.55,NA,57.00,NEUTRAL,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
07 Jan 2005,CCRT,"CompuCredit Corp. Earnings Model","Moshe Orenbuch",,31 Dec 2003,2.64,2.4,2.5,.40,.65,.66,.39,.57,.63,.92,.69,.60,.97,.49,.60,31.00,OUTPERFORM,NA,MARKET WEIGHT,Specialty Finance,
07 Jan 2005,PVN,"Providian Financial Corporation Earnings Model","Moshe Orenbuch",,31 Dec 2003,.67,1.15,1.25,.02,.33,.33,.13,.22,.30,.29,.34,.30,.23,.26,.33,16.00,UNDERPERFORM,NA,MARKET WEIGHT,Specialty Finance,
07 Jan 2005,GIS,"General Mills Earnings Model","David Nelson",,31 May 2004,2.85,2.9,3.11,.62,.55,NA,.85,.99,NA,.64,.67,NA,.74,.69,NA,47.0,NEUTRAL,NA,UNDERWEIGHT,Packaged Foods,
07 Jan 2005,POT,"POT: Initiate Coverage with Neutral Rating","William Young",Nancy Traub Nils Wallin ,31 Dec 2003,0.73,2.6,4.1,0.04,0.47,0.9,0.28,0.71,1.07,0.15,0.68,1.05,0.26,0.75,1.07,79.0,NEUTRAL,NA,OVERWEIGHT,Major Chemicals,
07 Jan 2005,WLP,"WLP: Updated Guidance; Raising Estimates","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,6.15,6.62,8.05,1.29,1.61,1.88,1.49,1.65,1.95,1.63,1.67,2.05,1.58,1.68,2.17,135.0,OUTPERFORM,NA,OVERWEIGHT,Managed Care,
07 Jan 2005,GAP,"Great Atlantic & Pacific Tea Company Earnings Model","Jack Murphy",,21 Feb 2004,-3.07,-4.05,-3.11,-.53,-1.03,-.70,-1.62,-1.17,-.90,-.33,-.93,-.79,-.59,-.92,-.72,8.00,NEUTRAL,NA,UNDERWEIGHT,Food & Drug Retail,
09 Jan 2005,BBY,"Best Buy Earnings Model","Jack Murphy",,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NA,MARKET WEIGHT,Hardlines Retailing,
09 Jan 2005,AHC,"AHC: 4Q04 Mark-to-Market","Mark Flannery",David Donnelly Joseph Bustros ,31 Dec 2003,5.59,8.56,9.41,2.09,2.46,2.47,1.19,2.68,2.4,1.3,1.74,2.37,0.71,1.68,2.17,90.0,OUTPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas,
09 Jan 2005,CGEP.PA,"AM Call: NOK1V.HE Nokia - Gaining ground","Eiji Aono",Kulbinder Garcha ,31 Dec 2003,-1.15,.65,.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
09 Jan 2005,ERICb.ST,"AM Call: NOK1V.HE Nokia - Gaining ground","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,-.58,1.26,1.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,OUTPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
09 Jan 2005,NOK1V.HE,"AM Call: NOK1V.HE Nokia - Gaining ground","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,0.75,0.68,0.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.0,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
09 Jan 2005,WMT,"WMT: Wal-Mart Names New COO - Depth of Organization Demonstrated","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,2.03,2.4,2.69,0.42,0.5,0.58,0.52,0.62,0.7,0.46,0.54,0.6,0.63,0.74,0.81,65.0,OUTPERFORM,NO,MARKETWEIGHT,Mass Merchants,
09 Jan 2005,TIF,"TIF: A Few Additional Thoughts on Tiffany...","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.45,1.45,1.65,0.24,0.27,NA,0.28,0.25,NA,0.19,0.14,NA,0.74,0.79,NA,32.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
09 Jan 2005,AIZ,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Paul Lejuez",Patrick Hojlo Christopher Pasquale ,31 Dec 2003,2.00,NA,NA,.45,NA,NA,.51,NA,NA,.59,NA,NA,.45,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
09 Jan 2005,WC,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.41,2.95,3.40,.57,.71,.83,.58,.71,.84,.62,.74,.86,.63,.79,.87,49.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,CNC,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,.24,.31,.35,.25,.32,.37,.26,.36,.41,.27,.36,.42,30.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,AGP,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,3.30,4.01,4.62,.72,.90,1.08,.81,.99,1.14,.94,1.08,1.21,.83,1.04,1.18,90.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,AET,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,5.18,7.00,8.45,1.34,1.75,2.04,1.28,1.70,2.09,1.27,1.75,2.14,1.33,1.76,2.18,120.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,UNH,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.96,3.92,4.75,.65,.88,1.12,.71,.93,1.16,.77,1.03,1.21,.83,1.07,1.26,92.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,WLP,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,6.15,6.62,8.05,1.29,1.61,1.88,1.49,1.65,1.95,1.63,1.67,2.05,1.58,1.68,2.17,145.00,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,CI,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,5.69,7.00,5.90,1.34,1.86,1.38,-.38,1.75,1.46,1.77,1.77,1.53,1.26,1.60,1.54,59.00,UNDERPERFORM,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,MOH,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.99,2.44,2.76,.40,.59,.67,.43,.61,.69,.59,.63,.72,.57,.61,.69,53.00,NEUTRAL,NO,OVERWEIGHT,Managed Care,
09 Jan 2005,WCG,"Managed Care: The Hojlo Grail: Medicaid Managed Care: First Stop","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.26,1.54,1.79,.15,.37,.44,.23,.38,.45,.45,.39,.44,.43,.40,.45,37.00,NEUTRAL,YES,OVERWEIGHT,Managed Care,
09 Jan 2005,ZMH,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,1.80,2.33,2.83,.41,.56,.69,.45,.58,.70,.43,.56,.68,.51,.63,.76,94.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,SYK,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,1.12,1.43,1.71,.26,.33,.40,.26,.37,.43,.26,.33,.40,.33,.40,.48,56.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,IART,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.89,1.04,1.41,.18,.24,.31,.18,.24,.34,.23,.28,.37,.31,.28,.40,37.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,ABT,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.05,2.28,2.52,.47,.53,NA,.47,.54,NA,.49,.53,NA,.62,.67,NA,46.00,UNDERPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,BMET,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 May 2004,1.33,1.57,1.83,.30,.36,.42,.32,.38,.44,.34,.40,.47,.37,.44,.50,49.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,BSX,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.62,1.61,2.17,.14,.23,NA,.15,.44,NA,.16,.47,NA,.17,.47,NA,53.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,GDT,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.32,2.42,2.65,.60,.56,NA,.62,.58,NA,.57,.63,NA,.63,.66,NA,64.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,JNJ,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.69,3.08,3.37,.69,.83,NA,.70,.82,NA,.69,.78,NA,.61,.64,NA,68.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,MDT,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,30 Apr 2004,1.63,1.87,2.17,.37,.43,NA,.39,.44,NA,.40,.46,NA,.48,.53,NA,58.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,STJ,"AM CALL: Medical Supplies & Devices: The Pulse Volume III","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.92,1.15,1.39,.21,.26,NA,.22,.27,NA,.23,.30,NA,.26,.32,NA,42.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
09 Jan 2005,PFE,"AM CALL: PFE: Litigation Analysis Implies Lipitor Protection","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,1.98,0.41,0.52,0.48,0.31,0.47,0.41,0.47,0.55,0.52,0.52,0.59,0.56,24.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
09 Jan 2005,MRK,"PFE: Litigation Analysis Implies Lipitor Protection","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
09 Jan 2005,PFE,"PFE: Litigation Analysis Implies Lipitor Protection","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,1.98,0.41,0.52,0.48,0.31,0.47,0.41,0.47,0.55,0.52,0.52,0.59,0.56,24.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
09 Jan 2005,SGP,"PFE: Litigation Analysis Implies Lipitor Protection","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
10 Jan 2005,LDG,"Longs Drug Stores Inc. Earnings Model","Jack Murphy",,31 Jan 2004,.99,1.09,1.13,.24,.25,.26,.25,.27,.29,.14,.17,.16,.36,.40,.42,17.00,UNDERPERFORM,NA,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,CAGR.PA,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,1.79,2.17,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,BACA.VI,"European Wholesale Banks - Slimming down","Ivan Vatchkov",Marc Rubinstein ,31 Dec 2003,3.47,4.37,4.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,BNPP.PA,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,4.10,4.85,4.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,59.00,NEUTRAL,NO,OVERWEIGHT,Banks,
10 Jan 2005,SOGN.PA,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,5.01,7.08,7.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,OVERWEIGHT,Banks,
10 Jan 2005,HVMG.F,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,YES,OVERWEIGHT,Banks,
10 Jan 2005,CBKG.F,"European Wholesale Banks - Slimming down","Ivan Vatchkov",Marc Rubinstein ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
10 Jan 2005,DBKGn.F,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,UBSN.VX,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,6.43,8.55,8.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,AAH.AS,"European Wholesale Banks - Slimming down","Marc Rubinstein",Ivan Vatchkov ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,GIS,"General Mills Earnings Model","David Nelson",,31 May 2004,2.85,2.9,3.11,.62,.55,NA,.85,.99,NA,.64,.67,NA,.74,.69,NA,47.0,NEUTRAL,NA,UNDERWEIGHT,Packaged Foods,
10 Jan 2005,CPF.BK,"Asian Daily: Thailand - Charoen Pokphand Foods Public.OUTPERFORM","Mon Siriwatwechakul",,31 Dec 2003,0.4,0.45,0.59,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.40,OUTPERFORM,NA,NA,NA,
10 Jan 2005,2325.TW,"Asian Daily: Taiwan - Siliconware Precision. Maintain NEUTRAL","Andy Kung",,31 Dec 2003,1.37,2.47,2.12,-.14,.68,.55,.31,.70,.47,.54,.52,.53,.67,.58,.57,22.00,NEUTRAL,YES,NA,NA,
10 Jan 2005,036460.KS,"Asian Daily: South Korea - KOGAS. Assuming with UNDERPERFORM","A-Hyung Cho",,31 Dec 2003,3731.0,3075.0,2934.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,25000.00,UNDERPERFORM,NA,NA,NA,
10 Jan 2005,069960.KS,"Asian Daily: South Korea - Hyundai Department Store. OUTPERFORM","Sonia Kim",Christine HY Lee ,31 Dec 2003,2872.12,3545.67,5300.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,45000.00,OUTPERFORM,YES,NA,NA,
10 Jan 2005,STEG.SI,"Asian Daily: Singapore - ST Engineering. Maintain NEUTRAL","Ernest Fong",Melissa Bon ,31 Dec 2004,0.12,0.14,0.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.41,NEUTRAL,NA,NA,NA,
10 Jan 2005,0991.HK,"Asian Daily: China - Datang Int'l Power Generation Co.OUTPERFORM","Angello Chan",,31 Dec 2003,0.35,0.44,0.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.10,OUTPERFORM,NA,NA,NA,
10 Jan 2005,0906.HK,"Asian Daily: China - China Netcom Group Corp.Maintain OUTPERFORM","Edison Lee",Jeffrey Tan ,31 Dec 2003,-2.02,1.57,1.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.60,OUTPERFORM,NA,NA,NA,
10 Jan 2005,0941.HK,"Asian Daily: China - China Mobile (HK). Maintain OUTPERFORM","Edison Lee",Jeffrey Tan ,31 Dec 2003,1.73,2.39,2.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,33.20,OUTPERFORM,NA,NA,NA,
10 Jan 2005,2318.HK,"Asian Daily: China - Ping An Insurance. Maintain OUTPERFORM","Bill Stacey",Jay Luong ,31 Dec 2003,0.47,0.59,0.68,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.70,OUTPERFORM,NA,NA,NA,
10 Jan 2005,2628.HK,"Asian Daily: China - China Life Insurance. Upgrade to OUTPERFORM","Bill Stacey",Jay Luong ,31 Dec 2003,0.22,0.38,0.47,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,6.00,OUTPERFORM,NA,NA,NA,
10 Jan 2005,FDS,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Aug 2004,1.69,2.05,2.62,.39,.49,NA,.41,.50,NA,.43,.52,NA,.47,.54,NA,60.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,JRC,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,1.19,1.23,1.34,.23,.24,NA,.34,.35,NA,.28,.29,NA,.35,.36,NA,26.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,MSO,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,-.02,-1.24,-.32,-.03,-.39,NA,.06,-.33,NA,-.08,-.30,NA,.03,-.22,NA,7.00,UNDERPERFORM,YES,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,MNI,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,3.08,3.37,3.81,.56,.62,NA,.81,.90,NA,.77,.83,NA,.93,1.01,NA,86.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,MEG,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,2.36,3.12,3.31,.13,.38,NA,.74,.78,NA,.50,.66,NA,1.00,1.30,NA,76.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,LEE,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,30 Sep 2004,1.92,2.24,0,.55,.61,NA,.36,NA,NA,.54,NA,NA,.47,NA,NA,48.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,CNET,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,-.12,.06,.26,-.07,-.02,NA,-.05,-.01,NA,-.04,.01,NA,.05,.08,NA,16.00,OUTPERFORM,YES,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,PTZ,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,2.01,2.19,2.44,.35,.37,NA,.54,.58,NA,.42,.50,NA,.68,.73,NA,59.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,DJ,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,.96,1.25,1.56,.12,.22,NA,.27,.41,NA,.14,.15,NA,.43,.46,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,GCI,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,4.46,4.95,5.25,.93,1.00,NA,1.20,1.30,NA,1.03,1.18,NA,1.31,1.49,NA,101.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,KRI,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,3.63,3.92,4.30,.62,.70,NA,.95,1.04,NA,.85,.88,NA,1.22,1.30,NA,82.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,NYT,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,1.96,1.91,2.03,.43,.38,NA,.47,.50,NA,.33,.33,NA,.73,.70,NA,47.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,TRB,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,2.10,2.23,2.43,.39,.40,NA,.57,.62,NA,.48,.51,NA,.66,.69,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,WPO,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,26.56,34.81,38.65,4.21,6.15,NA,6.60,8.82,NA,6.66,8.89,NA,9.08,10.94,NA,1030.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,SSP,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,1.52,1.74,1.93,.33,.37,NA,.42,.49,NA,.32,.34,NA,.46,.54,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,PRM,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,-.15,.05,.09,-.10,-.05,NA,-.01,.03,NA,-.06,0,NA,.02,.07,NA,4.00,NEUTRAL,YES,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,BLC,"AM CALL: Media: CSFB Newspapers: Newspaper Ad Growth","William Drewry",,31 Dec 2003,1.10,1.33,1.30,.14,.19,NA,.34,.38,NA,.27,.32,NA,.35,.44,NA,25.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
10 Jan 2005,FOX,"Media: The Drewry Show: Viacom Roaring on Buyback","William Drewry",,30 Jun 2004,1.42,1.43,0,.43,.33,NA,.36,.36,NA,.31,0,NA,.33,0,NA,34.00,NEUTRAL,NO,OVERWEIGHT,Entertainment,
10 Jan 2005,DIS,"Media: The Drewry Show: Viacom Roaring on Buyback","William Drewry",,30 Sep 2004,1.09,1.35,0,.33,.30,NA,.26,NA,NA,.31,NA,NA,.19,NA,NA,40.00,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
10 Jan 2005,VIAB,"Media: The Drewry Show: Viacom Roaring on Buyback","William Drewry",,31 Dec 2003,1.40,1.58,1.69,.26,.33,NA,.37,.45,NA,.40,.42,NA,.36,.37,NA,43.00,OUTPERFORM,YES,OVERWEIGHT,Entertainment,
10 Jan 2005,RD,"Oil & Gas Refining & Marketing: Weekly Refining Margins: 1/10/05","Mark Flannery",David Donnelly Colin Smith Joseph Bustros ,31 Dec 2003,3.66,5.12,5.02,1.13,1.09,0,.96,1.29,0,.75,1.35,0,.82,1.35,0,52.00,UNDERPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas,
10 Jan 2005,VLO,"Oil & Gas Refining & Marketing: Weekly Refining Margins: 1/10/05","Mark Flannery",David Donnelly Joseph Bustros ,31 Dec 2003,2.57,NA,NA,.76,NA,NA,.54,NA,NA,.75,NA,NA,.53,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Independent Refiners,
10 Jan 2005,AVX,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
10 Jan 2005,ARW,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,KEM,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
10 Jan 2005,VSH,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
10 Jan 2005,TTMI,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
10 Jan 2005,CLS,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,APH,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.81,2.13,.27,.40,.50,.30,.45,.53,.32,.47,.53,.37,.50,.58,34.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
10 Jan 2005,AVT,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",William Stein Tron Wang ,30 Jun 2004,1.03,1.36,1.65,.09,.30,.38,.21,.37,.45,.34,.34,.38,.40,.36,.44,20.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,MOLXE,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,30 Jun 2004,.92,1.25,1.45,.17,.29,NA,.21,.30,NA,.24,.32,NA,.30,.34,NA,30.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
10 Jan 2005,SLR,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,FLEX,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,BHE,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,JBL,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,PLXS,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,SANM,"AM CALL: Tech Hardware & Equip: EMS & Components: Q4 Preview","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,GSF,"GSF: January Fleet Notes: Raising Estimates and Target Price","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,0.47,0.31,1.38,0.1,0.01,0.25,0.2,-0.01,0.29,0.06,0.1,0.4,0.1,0.21,0.44,39.0,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
10 Jan 2005,CLS,"AM CALL: CLS: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-0.11,0.39,0.75,0.04,0.02,0.16,-0.07,0.1,0.16,-0.04,0.11,0.18,-0.04,0.16,0.25,16.0,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,SLR,"AM CALL: CLS: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,JBL,"AM CALL: CLS: Q4 Preview","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,SANM,"AM CALL: SANM: CQ4 Preview","Michael Walker",Tron Wang William Stein ,30 Sep 2004,0.24,0.48,0.7,0.05,0.1,0.17,0.05,0.11,0.17,0.07,0.13,0.18,0.08,0.15,0.18,10.0,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,FLEX,"AM CALL: FLEX: CQ4 Preview","Michael Walker",Tron Wang William Stein ,31 Mar 2004,0.42,0.66,0.82,0.04,0.14,0.17,0.09,0.17,0.2,0.17,0.19,0.23,0.13,0.16,0.22,15.0,OUTPERFORM,NA,OVERWEIGHT,Electronic Manufacturing Services,
10 Jan 2005,STX,"AM CALL: Computer Hardware: CES 2005 Wrap Up","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,.88,.72,.85,.40,.08,NA,.41,.23,NA,.07,.24,NA,.01,.19,NA,17.00,NEUTRAL,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
10 Jan 2005,AAPL,"AM CALL: Computer Hardware: CES 2005 Wrap Up","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,.75,1.49,1.83,.17,.55,NA,.14,.29,NA,.17,.29,NA,.27,.36,NA,70.00,NEUTRAL,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
10 Jan 2005,DELL,"AM CALL: Computer Hardware: CES 2005 Wrap Up","Rob Semple",Christopher Kelleher Peter Possemato ,31 Jan 2004,1.01,1.28,1.59,.23,.28,.36,.24,.31,.38,.26,.33,.41,.29,.36,.44,42.00,OUTPERFORM,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
10 Jan 2005,HPQ,"AM CALL: Computer Hardware: CES 2005 Wrap Up","Rob Semple",Rob Semple Peter Possemato Christopher Kelleher ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NO,MARKETWEIGHT,Data Storage,
10 Jan 2005,QCOM,"AM CALL: QCOM: Expect In-line Results Guidance","Michael Ounjian",,30 Sep 2004,1.06,1.19,1.33,0.23,0.27,NA,0.25,0.34,NA,0.28,0.28,NA,0.29,0.3,NA,42.5,NEUTRAL,YES,MARKETWEIGHT,Wireless Telecommunications Equipment,
10 Jan 2005,ERICY,"AM CALL: MOT: Expect Share Gains to Continue in 2005","Michael Ounjian",Michael Ounjian ,31 Dec 2003,-.58,1.27,1.43,-.25,.20,.25,-.15,.34,.30,-.22,.31,.31,.04,.43,.43,34.00,OUTPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
10 Jan 2005,MOT,"AM CALL: MOT: Expect Share Gains to Continue in 2005","Michael Ounjian",,31 Dec 2003,0.25,0.78,0.96,0.03,0.16,0.18,0.05,0.23,0.23,0.07,0.17,0.25,0.16,0.23,0.3,21.0,OUTPERFORM,YES,MARKETWEIGHT,Wireless Telecommunications Equipment,
10 Jan 2005,0003.HK,"Asian Daily: Hong Kong - Hong Kong and China Gas. OUTPERFORM","Angello Chan",,31 Dec 2003,0.54,0.8,1.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.20,OUTPERFORM,NA,NA,NA,
10 Jan 2005,AGS.L,"CSFB Media Daily - Monday 10 January 2005","Frederik Kooij",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.05,.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,NEUTRAL,NO,OVERWEIGHT,Media,
10 Jan 2005,PSON.L,"CSFB Media Daily - Monday 10 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
10 Jan 2005,RTR.L,"CSFB Media Daily - Monday 10 January 2005","Giasone Salati",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.12,.13,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,410.00,OUTPERFORM,YES,OVERWEIGHT,Media,
10 Jan 2005,WPP.L,"CSFB Media Daily - Monday 10 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.27,.32,.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,NEUTRAL,NO,OVERWEIGHT,Media,
10 Jan 2005,BSY.L,"CSFB Media Daily - Monday 10 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
10 Jan 2005,MS.MI,"CSFB Media Daily - Monday 10 January 2005","Nick Bertolotti",Giasone Salati Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.39,.49,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.75,NEUTRAL,YES,OVERWEIGHT,Media,
10 Jan 2005,ITV.L,"CSFB Media Daily - Monday 10 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
10 Jan 2005,LOG.L,"AM Call: LOG.L LogicaCMG - Attractive terms on Edinfor acqui...","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,9.2,7.36,10.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,160.0,NEUTRAL,YES,OVERWEIGHT,Software & Services,
10 Jan 2005,BARC.L,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.48,.55,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,750.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,HBOS.L,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.68,.83,.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1095.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,CAGR.PA,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,1.79,2.17,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,BACA.VI,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,3.47,4.37,4.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,CBKG.F,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
10 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,FSPAa.ST,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2002,10.56,12.92,14.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,175.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,AAH.AS,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,BTO.MC,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
10 Jan 2005,BKT.MC,"CSFB Breakfast Banker - Monday 10 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,1.50,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
10 Jan 2005,BA.L,"Aerospace & Defence - CSFB Global Weekly Radar Scope","Steve East",,31 Dec 2003,.17,.19,.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,OUTPERFORM,NO,MARKETWEIGHT,Aerospace & Defence,
10 Jan 2005,EAD.PA,"Aerospace & Defence - CSFB Global Weekly Radar Scope","Steve East",,31 Dec 2003,.96,1.31,1.59,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.30,UNDERPERFORM,NO,MARKETWEIGHT,Aerospace & Defence,
10 Jan 2005,TCFP.PA,"Aerospace & Defence - CSFB Global Weekly Radar Scope","Steve East",,31 Dec 2003,1.62,2.06,2.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,33.50,NEUTRAL,NO,MARKETWEIGHT,Aerospace & Defence,
10 Jan 2005,PFE,"Pfizer Earnings Model","Catherine Arnold",,31 Dec 2003,1.71,2.13,1.98,.41,.52,.48,.31,.47,.41,.47,.55,.52,.52,.59,.56,24.00,NEUTRAL,NA,MARKET WEIGHT,Major Pharmaceuticals,
10 Jan 2005,MRK,"PFE: Downward Revising Lyrica Forecast","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
10 Jan 2005,PFE,"PFE: Downward Revising Lyrica Forecast","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,1.98,0.41,0.52,0.48,0.31,0.47,0.41,0.47,0.55,0.52,0.52,0.59,0.56,24.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
10 Jan 2005,SGP,"PFE: Downward Revising Lyrica Forecast","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
10 Jan 2005,QCOM,"QUALCOMM Inc. Earnings Model","Michael Ounjian",,30 Sep 2004,1.06,1.19,1.33,.23,.27,NA,.25,.32,NA,.28,.28,NA,.29,.31,NA,42.50,NEUTRAL,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
10 Jan 2005,TIF,"Tiffany & Co. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.45,1.45,1.65,.24,.27,NA,.28,.25,NA,.19,.14,NA,.74,.79,NA,32.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
10 Jan 2005,STM.PA,"Weekly Commentary - CES 2005: Don't believe the hype","Jean Danjou",Antoine Badel ,31 Dec 2003,.48,.69,.80,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
10 Jan 2005,ASML.AS,"Weekly Commentary - CES 2005: Don't believe the hype","Jean Danjou",Antoine Badel ,31 Dec 2003,-.27,.55,.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.00,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductors,
10 Jan 2005,MASN.S,"Weekly Commentary - CES 2005: Don't believe the hype","Antoine Badel",Jean Danjou ,31 Dec 2003,3.97,4.13,3.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,44.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
10 Jan 2005,IFXGn.DE,"Weekly Commentary - CES 2005: Don't believe the hype","Jean Danjou",Antoine Badel ,30 Sep 2003,-.42,.45,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.80,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
10 Jan 2005,PHG.AS,"Weekly Commentary - CES 2005: Don't believe the hype","Jean Danjou",Antoine Badel ,31 Dec 2003,.70,1.43,1.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
10 Jan 2005,RKY,"RKY: Share Gains in Q4; Waiting on Merger Vote","Corey Horsch",Huong Belpedio ,31 Dec 2003,4.35,4.86,5.43,-0.05,0.13,NA,1.8,1.9,NA,1.62,1.57,NA,0.98,1.25,NA,70.0,NEUTRAL,NO,MARKETWEIGHT,Beverages,
10 Jan 2005,MOT,"Motorola Inc. Earnings Model","Michael Ounjian",,31 Dec 2003,.25,0.78,0.96,.03,.16,.18,.05,.23,.23,.07,.17,.25,.16,.23,.30,21.00,OUTPERFORM,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
10 Jan 2005,IMT.L,"European Tobacco - Weekly: Monday 10 January 2005","Pieter Vorster",Jennifer Matthews ,30 Sep 2004,1.02,1.12,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1410.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
10 Jan 2005,GLH.L,"European Tobacco - Weekly: Monday 10 January 2005","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.56,.58,.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
10 Jan 2005,ALT.MC,"European Tobacco - Weekly: Monday 10 January 2005","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,2.10,2.21,2.45,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.70,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
10 Jan 2005,SWMA.ST,"European Tobacco - Weekly: Monday 10 January 2005","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,5.51,4.98,5.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.00,UNDERPERFORM,NO,MARKETWEIGHT,Tobacco,
10 Jan 2005,BATS.L,"European Tobacco - Weekly: Monday 10 January 2005","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,.69,.72,.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,895.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
10 Jan 2005,G,"Household & Personal Product: Batteries","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,1.34,1.67,1.88,.25,.37,.43,.33,.42,.46,.41,.47,.51,.35,.41,.47,41.00,UNDERPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
10 Jan 2005,RKY,"Adolph Coors Co. Earnings Model","Corey Horsch",Huong Belpedio ,31 Dec 2003,4.35,4.86,5.43,-.05,.13,NA,1.80,1.90,NA,1.62,1.57,NA,.98,1.25,NA,70.0,NEUTRAL,NA,MARKET WEIGHT,Beverages,
10 Jan 2005,ACF,"ACF: December Trust Data","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.7,0.21,0.41,NA,0.3,0.35,NA,0.4,0.33,NA,0.51,0.34,NA,22.0,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
10 Jan 2005,BBBB,"Blackboard Inc. Earnings Model","Brandon Dobell",Christian Pitt ,31 Dec 2003,.09,.44,0.44,-.05,.06,.17,-.02,.07,.18,.07,.16,.25,.10,.13,.23,20.00,OUTPERFORM,NA,MARKET WEIGHT,Book Publishing & Information Services,
10 Jan 2005,NVT,"Navteq Corporation Earnings Model","Brandon Dobell",,31 Dec 2003,2.59,.59,0.59,NA,.11,.16,NA,.17,.25,NA,.15,.22,NA,.17,.23,35.00,NEUTRAL,NA,MARKET WEIGHT,Book Publishing & Information Services,
10 Jan 2005,CNC,"CNC: Deal Could Help Jumpstart Ohio Plan","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2004,1.02,1.35,1.55,0.24,0.31,0.35,0.25,0.32,0.37,0.26,0.36,0.41,0.27,0.36,0.42,30.0,NEUTRAL,NO,OVERWEIGHT,Managed Care,
10 Jan 2005,UTSI,"UTStarcom Inc. Earnings Model","Michael Ounjian",,31 Dec 2003,1.64,0.39,1.09,.33,.40,.03,.33,.33,.65,.46,.04,.16,.52,-.40,.26,15.00,NEUTRAL,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
10 Jan 2005,MLNM,"MLNM: Gives 2005 Guidance","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,-0.82,-0.55,-0.38,-0.34,-0.07,NA,-0.07,-0.07,NA,-0.1,-0.18,NA,-0.3,-0.23,NA,14.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
10 Jan 2005,VRTX,"VRTX: Vertex Sets 2005 Agenda","Richard Troyer",Mark Augustine ,31 Dec 2004,-1.93,-1.86,-1.84,-0.46,-0.48,NA,-0.54,-0.47,NA,-0.46,-0.46,NA,-0.47,-0.44,NA,16.0,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
10 Jan 2005,HAS.L,"MPI.L: Michael Page - Full-year trading update","Andrew Grobler",,30 Jun 2004,.07,.07,.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,141.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
10 Jan 2005,MPI.L,"MPI.L: Michael Page - Full-year trading update","Andrew Grobler",,31 Dec 2003,3.96,7.15,10.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,222.0,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
10 Jan 2005,RB.L,"OREP.PA: L'Oréal - Sell ahead of results","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.66,.76,.86,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1610.00,OUTPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
10 Jan 2005,OREP.PA,"OREP.PA: L'Oréal - Sell ahead of results","Guillaume Dalibot",Charlie Mills ,31 Dec 2003,2.45,2.5,2.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.0,UNDERPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
10 Jan 2005,PRAI,"PM CALL: PRAI: Initiating with a Neutral","Kevin Berg",Jordan Fogel ,31 Dec 2003,0.8,1.2,1.15,0.21,0.29,0.25,0.18,0.38,0.28,0.33,0.31,0.32,0.04,0.23,0.3,25.0,NEUTRAL,YES,MARKETWEIGHT,US Healthcare Technology and Distribution,
10 Jan 2005,BBY,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,CAO,"Hardlines Retailing: Weekly Review","Kevin Flaherty",Jack Murphy ,31 Jan 2004,1.08,1.13,1.42,.17,.28,.37,.30,.30,.38,.33,.32,.38,.29,.23,.29,15.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,BBBY,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,1.31,1.61,1.90,.19,.27,NA,.32,.39,NA,.33,.40,NA,.47,.55,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,CC,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,29 Feb 2004,.11,.55,.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,LOW,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,2.33,2.87,3.36,.53,.73,.85,.75,.90,1.05,.56,.65,.76,.50,.59,.70,75.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,RSH,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.74,2.09,2.35,.33,.41,NA,.32,.42,NA,.33,.39,NA,.77,.86,NA,30.00,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,HD,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,1.88,2.31,2.63,.39,.52,.60,.56,.71,.81,.50,.60,.68,.42,.48,.54,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,LIN,"Hardlines Retailing: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.70,1.40,1.93,.08,0,NA,.13,.02,NA,.47,.38,NA,1.02,1.00,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,RAH,"RAH: Lowering FY 05 for Vail","Robert Moskow",David Nelson ,30 Sep 2004,2.2,2.47,2.74,0.41,0.51,NA,0.53,0.62,NA,0.83,0.89,NA,0.45,0.45,NA,45.0,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
10 Jan 2005,PSN.L,"AM Call: TWOD.L Taylor Woodrow - UK weakness US strength","David Brock",Roger Collison Raymond Tay ,31 Dec 2003,.87,1.14,1.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,735.00,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
10 Jan 2005,TWOD.L,"AM Call: TWOD.L Taylor Woodrow - UK weakness US strength","David Brock",Roger Collison Raymond Tay ,31 Dec 2003,38.02,49.27,48.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.0,OUTPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
10 Jan 2005,PTMK,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,.39,-.20,-.00,-.00,-.08,-.05,-.03,-.05,-.02,.07,-.10,-.09,.35,.03,.16,2.50,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,PFGC,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.54,1.25,1.58,.34,.16,.26,.49,.39,.48,.44,.37,.45,.26,.33,.39,24.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,ABS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.50,1.38,1.45,.47,.15,.33,.43,.34,.33,.25,.30,.29,.35,.59,.50,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,CVS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Dec 2003,2.07,2.14,2.64,.48,.59,NA,.49,.56,NA,.46,.44,NA,.64,.55,NA,43.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,GAP,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,21 Feb 2004,-3.07,-4.05,-3.11,-.53,-1.03,-.70,-1.62,-1.17,-.90,-.33,-.93,-.79,-.59,-.92,-.72,8.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,KR,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.16,1.16,1.24,.46,.35,.40,.31,.21,.23,.16,.19,.19,.23,.41,.42,18.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,LDG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Jan 2004,.99,1.09,1.13,.24,.25,.26,.25,.27,.29,.14,.17,.16,.36,.40,.42,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,RAD,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,26 Feb 2004,.21,.27,.29,.03,.11,.10,-.02,.04,.05,.06,.05,.06,.13,.07,.08,3.50,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,SWY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.83,1.30,1.55,.45,.16,.36,.48,.35,.34,.47,.28,.31,.43,.51,.54,16.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,SYY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,1.39,1.53,1.74,.32,.35,.40,.34,.38,.43,.30,.34,.39,.43,.46,.52,35.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,WAG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Aug 2004,1.31,1.53,1.75,.25,.31,NA,.41,.47,NA,.33,.38,NA,.32,.36,NA,45.00,OUTPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,WIN,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,-.23,-.13,-.11,.04,-.07,-.06,-.34,-.07,-.06,.03,.02,.01,.04,-.01,0,2.50,UNDERPERFORM,YES,UNDERWEIGHT,Food & Drug Retail,
10 Jan 2005,RAH,"Ralcorp Earnings Model","Robert Moskow",David Nelson ,30 Sep 2004,2.20,2.47,2.74,.41,.51,NA,.53,.62,NA,.83,.89,NA,.45,.45,NA,45.0,OUTPERFORM,NA,UNDERWEIGHT,Packaged Foods,
10 Jan 2005,FLWS,"FLWS: Announces Q2 Revenues","Heath Terry",Andrew Thomas Rachana Iyengar ,30 Jun 2003,0.18,0.6,0.21,-0.11,-0.08,-0.04,0.15,0.2,0.1,0.02,0.03,0.04,0.12,0.45,0.11,10.0,NEUTRAL,NO,OVERWEIGHT,Consumer Internet,
10 Jan 2005,PFE,"PFE: Litigation Analysis Implies Lipitor Protection March 2010","Catherine Arnold",,31 Dec 2003,1.71,2.13,1.98,.41,.52,.48,.31,.47,.41,.47,.55,.52,.52,.59,.56,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
10 Jan 2005,FLWS,"1-800-Flowers.com Earnings Model","Heath Terry",,30 Jun 2003,.18,0.6,0.21,-.11,-.08,-.04,.15,.20,.10,.02,.03,.04,.12,.45,.11,10.0,NEUTRAL,NA,OVERWEIGHT,Consumer Internet,
10 Jan 2005,MAY,"May Department Store Company Earnings Model","Michael Exstein",,31 Jan 2004,1.98,1.93,2.13,.13,.26,.25,.30,.36,.36,.16,.04,.10,1.39,1.25,1.40,30.00,NEUTRAL,NA,UNDERWEIGHT,Mall Anchors,
10 Jan 2005,KSS,"Kohl's Corporation Earnings Model","Michael Exstein",,31 Jan 2004,1.72,2.13,2.5,.32,.33,.38,.33,.45,.52,.35,.42,.50,.72,.93,1.10,50.00,NEUTRAL,NA,UNDERWEIGHT,Mall Anchors,
10 Jan 2005,MKTX,"MarketAxess Earnings Model","Howard Chen",Susan Roth ,31 Dec 2003,-2.20,1.72,0.62,-1.65,.10,.08,-.59,1.47,.15,.40,.31,.17,-.36,.08,.21,18.00,NEUTRAL,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
10 Jan 2005,K,"CSFB Consumer Staples Grocery Bag: Weekly Valuation Update","David Nelson",Robert Moskow ,31 Dec 2003,1.92,2.12,2.30,.40,.53,NA,.50,.57,NA,.56,.59,NA,.46,.43,NA,46.00,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
10 Jan 2005,KMB,"CSFB Consumer Staples Grocery Bag: Weekly Valuation Update","Lauren R. Lieberman",,31 Dec 2003,3.38,3.61,3.85,.80,.91,.96,.82,.90,.97,.85,.89,.94,.91,.91,.98,75.00,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
10 Jan 2005,PEP,"CSFB Consumer Staples Grocery Bag: Weekly Valuation Update","Corey Horsch",Huong Belpedio ,31 Dec 2003,2.06,2.32,2.54,.40,.46,0,.55,.61,0,.59,.66,0,.53,.59,0,63.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
10 Jan 2005,HZO,"HZO: Strong Tone and Execution; Raising Est's","Scott Barry",Edward Loh ,30 Sep 2004,1.58,1.83,2.1,0.14,0.06,NA,0.34,0.43,NA,0.61,0.7,NA,0.48,0.63,NA,32.0,OUTPERFORM,YES,MARKETWEIGHT,Travel & Leisure,
10 Jan 2005,FLYR,"FLYR: Acquires SYNERGI Travel; Extends Global Footprint","Scott Barry",Edward Loh ,31 Dec 2003,1.06,1.3,1.4,0.3,0.37,NA,0.27,0.5,NA,0.38,0.3,NA,0.12,0.15,NA,14.0,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
10 Jan 2005,HHS,"Harte-Hanks Earnings Model","Brandon Dobell",Christian Pitt ,31 Dec 2003,.98,1.09,1.09,.18,.21,0,.26,.29,0,.26,.27,0,.28,.32,0,22.00,NEUTRAL,NA,MARKET WEIGHT,Book Publishing & Information Services,
10 Jan 2005,THQI,"Entertainment Software: Forecasting December NPD data","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,.92,1.13,1.04,-.09,-.10,NA,.09,-.19,NA,.78,1.16,NA,.14,.22,NA,24.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
10 Jan 2005,TTWO,"Entertainment Software: Forecasting December NPD data","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Oct 2003,2.27,1.45,2.20,1.22,.70,1.08,.35,-.33,-.13,.13,-.32,.10,.59,1.36,1.15,40.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
10 Jan 2005,MWY,"Entertainment Software: Forecasting December NPD data","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,-2.43,-.40,.02,-.21,-.27,NA,-1.20,-.16,NA,-.52,-.20,NA,-.52,.15,NA,3.50,UNDERPERFORM,YES,OVERWEIGHT,Interactive Entertainment,
10 Jan 2005,ATVI,"Entertainment Software: Forecasting December NPD data","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,.54,.82,.85,.03,.08,NA,-.08,.17,NA,.53,.56,NA,.04,.01,NA,25.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
10 Jan 2005,ERTS,"Entertainment Software: Forecasting December NPD data","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,1.90,2.06,2.13,.06,.08,0,.25,.31,0,1.26,1.25,0,.25,.41,0,70.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
10 Jan 2005,AMD,"INTC: January Thaw","Michael Masdea",Randy Abrams ,31 Dec 2003,-.79,.39,.50,-.42,.12,.02,-.40,.09,.01,-.09,.12,.15,.12,.06,.32,18.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
10 Jan 2005,INTC,"INTC: January Thaw","Michael Masdea",Randy Abrams ,31 Dec 2003,0.86,1.11,1.13,0.14,0.26,0.27,0.14,0.27,0.25,0.25,0.3,0.29,0.33,0.31,0.32,22.0,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
10 Jan 2005,UPS,"UPS: So How Strong is Your International Business?","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,2.46,2.93,3.5,0.54,0.67,NA,0.61,0.72,NA,0.62,0.7,NA,0.7,0.85,NA,95.0,OUTPERFORM,NO,OVERWEIGHT,Airfreight and Surface Transportation,
10 Jan 2005,GSF,"GlobalSantaFe Earnings Model","Ken Sill",Arun Jayaram ,31 Dec 2003,.47,0.31,1.38,.10,.01,.25,.20,-.01,.29,.06,.10,.40,.10,.21,.44,39.00,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
10 Jan 2005,BBY,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Kevin Flaherty Jeff Brown ,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,BBBY,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Kevin Flaherty Jeff Brown ,28 Feb 2004,1.31,1.61,1.90,.19,.27,NA,.32,.39,NA,.33,.40,NA,.47,.55,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,CC,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Kevin Flaherty Jeff Brown ,29 Feb 2004,.11,.55,.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,LOW,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Jeff Brown Kevin Flaherty Teresa Ging ,31 Jan 2004,2.33,2.87,3.36,.53,.73,.85,.75,.90,1.05,.56,.65,.76,.50,.59,.70,75.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,RSH,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Kevin Flaherty Jeff Brown ,31 Dec 2003,1.74,2.09,2.35,.33,.41,NA,.32,.42,NA,.33,.39,NA,.77,.86,NA,30.00,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,HD,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Jeff Brown Kevin Flaherty Teresa Ging ,31 Jan 2004,1.88,2.31,2.63,.39,.52,.60,.56,.71,.81,.50,.60,.68,.42,.48,.54,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,LIN,"Specialty Hardlines: Hardlines Retailing: Monthly Review - 01/05","Jack Murphy",Kevin Flaherty Jeff Brown ,31 Dec 2003,1.70,1.40,1.93,.08,0,NA,.13,.02,NA,.47,.38,NA,1.02,1.00,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
10 Jan 2005,ROK,"AM CALL: ROK: Rating Moves To Neutral On Exceptional Margins","Nicole Parent",,30 Sep 2003,1.14,1.66,2.65,0.22,0.28,0.65,0.26,0.41,0.64,0.31,0.48,0.69,0.33,0.51,0.67,50.0,NEUTRAL,NO,OVERWEIGHT,Electrical Equipment and Multi-Industry,
10 Jan 2005,AFCE,"AFCE: Popeyes Trends In Line","Janice Meyer",Stacey Brodbar ,31 Dec 2003,1.24,.87,0.87,0,0.29,NA,0,0.21,NA,0,0.12,NA,0,0.25,NA,22.0,NEUTRAL,NO,OVERWEIGHT,Restaurants,
10 Jan 2005,APPB,"APPB: Anticipating Improving Momentum","Janice Meyer",Stacey Brodbar ,31 Dec 2003,1.16,1.31,1.48,0.29,0.35,0.34,0.3,0.34,0.39,0.3,0.34,0.41,0.27,0.29,0.34,28.0,OUTPERFORM,NO,OVERWEIGHT,Restaurants,
10 Jan 2005,DNA,"DNA: Q4:04 EPS And Avastin Meet Our Estimates","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,0.6,0.83,1.13,0.18,0.19,0.25,0.16,0.19,0.28,0.14,0.24,0.28,0.14,0.21,0.31,65.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
10 Jan 2005,AGFAt.BR,"PHG.AS: Philips - Still tactical merits to the stock but ...","Mark Augustine",Antoine Badel ,31 Dec 2003,2.05,1.96,1.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
10 Jan 2005,STM.PA,"PHG.AS: Philips - Still tactical merits to the stock but ...","Jean Danjou",Antoine Badel ,31 Dec 2003,.48,.69,.80,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
10 Jan 2005,PHG.AS,"PHG.AS: Philips - Still tactical merits to the stock but ...","Jean Danjou",Antoine Badel ,31 Dec 2003,0.7,1.43,1.3,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.0,NEUTRAL,NA,UNDERWEIGHT,Semiconductors,
10 Jan 2005,BAY.L,"LHAG.F: Lufthansa - Swing not priced in","Chris Reid",Robin Horne ,31 Mar 2004,.16,.17,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,231.00,NEUTRAL,YES,OVERWEIGHT,Transport,
10 Jan 2005,AIRF.PA,"LHAG.F: Lufthansa - Swing not priced in","Chris Reid",Robin Horne ,31 Mar 2004,.47,1.06,1.38,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.70,OUTPERFORM,NO,OVERWEIGHT,Transport,
10 Jan 2005,LHAG.F,"LHAG.F: Lufthansa - Swing not priced in","Chris Reid",Robin Horne ,31 Dec 2003,-3.12,0.02,0.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.0,OUTPERFORM,NA,OVERWEIGHT,Transport,
11 Jan 2005,IPXL,"Impax Laboratories Inc. Earnings Model","Chris Schott",Kenneth Kulju ,31 Dec 2003,-.28,0.25,0.88,-.07,.08,.20,-.05,.01,.19,-.07,.01,.23,-.09,.15,.27,22.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
11 Jan 2005,ABBN.VX,"AM Call: SIEGn.DE Siemens - Looking more attractive","Julian Mitchell",Patrick Marshall ,31 Dec 2003,-.60,.17,.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.70,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
11 Jan 2005,CGEP.PA,"AM Call: SIEGn.DE Siemens - Looking more attractive","Eiji Aono",Kulbinder Garcha Julian Mitchell ,31 Dec 2003,-1.15,.65,.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,SCHN.PA,"AM Call: SIEGn.DE Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,2.79,3.42,4.00,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
11 Jan 2005,SIEGn.DE,"AM Call: SIEGn.DE Siemens - Looking more attractive","Julian Mitchell",,30 Sep 2004,2.96,3.92,4.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.0,NEUTRAL,NA,MARKETWEIGHT,Capital Goods,
11 Jan 2005,ERICb.ST,"AM Call: SIEGn.DE Siemens - Looking more attractive","Kulbinder Garcha",Eiji Aono Julian Mitchell ,31 Dec 2003,-.58,1.28,1.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,SKFb.ST,"AM Call: SIEGn.DE Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,20.75,25.45,25.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,310.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
11 Jan 2005,SAND.ST,"AM Call: SIEGn.DE Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,12.86,19.06,21.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,270.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
11 Jan 2005,NOK1V.HE,"AM Call: SIEGn.DE Siemens - Looking more attractive","Kulbinder Garcha",Eiji Aono Julian Mitchell ,31 Dec 2003,.75,.68,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,ATCOA.ST,"AM Call: SIEGn.DE Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,18.09,15.40,23.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,330.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
11 Jan 2005,ALSO.PA,"AM Call: SIEGn.DE Siemens - Looking more attractive","Julian Mitchell",Patrick Marshall ,31 Mar 2004,-1.12,-.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.00,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
11 Jan 2005,CPT,"Camden Property Trust Earnings Model","Andrew Rosivach",Jessica Tully ,31 Dec 2004,3.24,3.58,3.41,.84,1.12,.84,.79,.81,.85,.76,.80,.84,.85,.84,.89,45.00,NEUTRAL,NA,MARKET WEIGHT,REITS,
11 Jan 2005,1722.TW,"Asian Daily: Taiwan - Taiwan Fertilizer Co. Ltd. OUTPERFORM","Jim Hung",,31 Dec 2003,1.33,2.05,2.9,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.00,OUTPERFORM,NA,NA,NA,
11 Jan 2005,2311.TW,"Asian Daily: Taiwan - Advanced Semicon. Engr. UNDERPERFORM","Andy Kung",,31 Dec 2003,.72,1.85,1.90,-.09,.40,.36,.09,.49,.46,.15,.48,.50,.59,.47,.58,19.50,UNDERPERFORM,NO,NA,NA,
11 Jan 2005,000810.KS,"Asian Daily: South Korea - Samsung Fire & Marine. OUTPERFORM","Seok Yun",SunMok Ha ,31 Mar 2004,4318.0,8295.0,9936.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,90000.00,OUTPERFORM,NA,NA,NA,
11 Jan 2005,000810.KS,"Asian Daily: South Korea - Samsung Fire & Marine. OUTPERFORM","Seok Yun",SunMok Ha ,31 Mar 2004,4317.58,7070.95,8295.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,90000.00,OUTPERFORM,NO,NA,NA,
11 Jan 2005,002380.KS,"Asian Daily: South Korea - Kumgang Korea Chemical. UNDERPERFORM","Hocheol Kim",,31 Dec 2003,18433.0,15165.0,16601.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,125000.00,UNDERPERFORM,NA,NA,NA,
11 Jan 2005,002860.KS,"Asian Daily: South Korea - Hana Bank. Maintain OUTPERFORM","SunMok Ha",Seok Yun ,31 Dec 2003,2619.0,3923.0,3359.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,33000.00,OUTPERFORM,NA,NA,NA,
11 Jan 2005,002860.KS,"Asian Daily: South Korea - Hana Bank. Maintain OUTPERFORM","SunMok Ha",Seok Yun ,31 Dec 2003,2619.25,5063.81,3923.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,33000.00,OUTPERFORM,YES,NA,NA,
11 Jan 2005,TLKM.JK,"Asian Daily:Indonesia-PT Telkom (Telekomunikasi Indo.)OUTPERFORM","Colin McCallum",Siriporn Sothikul ,31 Dec 2003,302.0,463.0,556.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5800.00,OUTPERFORM,NA,NA,NA,
11 Jan 2005,ISAT.JK,"Asian Daily: Indonesia - PT Indosat Tbk. Maintain OUTPERFORM","Colin McCallum",Siriporn Sothikul ,31 Dec 2003,303.0,415.0,531.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,6900.00,OUTPERFORM,NA,NA,NA,
11 Jan 2005,2888.HK,"Asian Daily: Hong Kong - Standard Chartered plc.Maintain NEUTRAL","Bill Stacey",Jay Luong ,31 Dec 2003,0.92,1.27,1.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,143.00,NEUTRAL,NA,NA,NA,
11 Jan 2005,0902.HK,"Asian Daily: China - Huaneng Power Intl. - H. Maintain NEUTRAL","Angello Chan",,31 Dec 2003,0.45,0.55,0.54,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,6.80,NEUTRAL,NA,NA,NA,
11 Jan 2005,CPT,"CPT: Camden Merger Model-We Did So You Don't Have To.","Andrew Rosivach",Jessica Tully ,31 Dec 2004,3.24,3.58,3.41,.84,1.12,.84,.79,.81,.85,.76,.80,.84,.85,.84,.89,45.00,NEUTRAL,NO,MARKETWEIGHT,REITS,
11 Jan 2005,FOX,"FOX: Doubt That NWS Will Raise Bid on FOX Malone Up Next","William Drewry",Samantha Dennison Debra Schwartz ,30 Jun 2004,1.42,1.43,1.43,0.43,0.33,NA,0.36,0.36,NA,0.31,0,NA,0.33,0,NA,34.0,NEUTRAL,NA,OVERWEIGHT,Entertainment,
11 Jan 2005,AMD,"AMD: Flash Flood","Michael Masdea",Randy Abrams ,31 Dec 2003,-0.79,0.39,0.5,-0.42,0.12,0.02,-0.4,0.09,0.01,-0.09,0.12,0.15,0.12,0.06,0.32,18.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
11 Jan 2005,INTC,"AMD: Flash Flood","Michael Masdea",Randy Abrams ,31 Dec 2003,.86,1.16,1.14,.14,.26,.28,.14,.27,.24,.25,.30,.29,.33,.33,.33,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
11 Jan 2005,LKOH.RTS,"LKOH.RTS: LUKOIL - Preview of nine-month 2004 US GAAP results","Vadim Mitroshin",,31 Dec 2003,2.87,4.9,5.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.25,NEUTRAL,NO,NA,Emerging Markets,
11 Jan 2005,CCRT,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.64,2.40,2.50,.40,.65,.66,.39,.57,.63,.92,.69,.60,.97,.49,.60,31.00,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,COF,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.50,6.90,1.35,1.84,1.84,1.23,1.65,1.74,1.16,1.97,1.84,1.11,1.05,1.49,93.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,MXT,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,-3.27,0,.70,-1.62,.47,-.27,-.60,-1.40,.34,-1.48,.48,.07,.39,-.00,.56,11.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,CIT,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.69,3.32,3.90,.60,.76,.93,.65,.82,.96,.69,.86,.98,.75,.90,1.02,52.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,CSE,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.76,1.02,1.40,.11,.20,.32,.17,.24,.34,.21,.29,.36,.25,.30,.39,29.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,NNI,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,.62,3.05,2.25,.18,.22,.57,.16,1.60,.52,.09,.63,.55,.19,.60,.60,32.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,PVN,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.67,1.15,1.25,.02,.33,.33,.13,.22,.30,.29,.34,.30,.23,.26,.33,16.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,AXP,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.31,2.73,3.10,.53,.66,.73,.59,.68,.78,.59,.69,.78,.60,.70,.82,54.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,ACF,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.70,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,KRB,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.79,2.05,2.30,.33,.40,.49,.42,.51,.54,.50,.56,.60,.54,.59,.66,33.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,SLM,"AM CALL: Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.86,2.18,2.55,.43,.51,.61,.44,.52,.62,.49,.58,.64,.50,.57,.69,52.00,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,1138.HK,"Asian Daily: China - China Shipping Development. OUTPERFORM","Karen Chan",Peter Hilton ,31 Dec 2003,0.31,0.7,0.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.10,OUTPERFORM,NA,NA,NA,
11 Jan 2005,0857.HK,"Asian Daily: China - PetroChina - H. Maintain UNDERPERFORM","Prashant Gokhale",Edwin Pang ,31 Dec 2003,0.4,0.6,0.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,4.05,UNDERPERFORM,NA,NA,NA,
11 Jan 2005,NVLS,"AM CALL: Semiconductor Equipment: 4Q04 Earnings Preview","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,.20,1.01,.68,.05,.12,.18,.05,.29,.16,.04,.38,.16,.07,.22,.18,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
11 Jan 2005,AMAT,"AM CALL: Semiconductor Equipment: 4Q04 Earnings Preview","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
11 Jan 2005,TER,"AM CALL: Semiconductor Equipment: 4Q04 Earnings Preview","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.55,.83,.15,-.26,.20,0,-.19,.39,.02,-.14,.21,.05,.04,.18,.09,14.00,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
11 Jan 2005,KLAC,"AM CALL: Semiconductor Equipment: 4Q04 Earnings Preview","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.67,1.21,2.05,.23,.18,.58,.15,.22,.59,.14,.33,.50,.15,.48,.38,40.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
11 Jan 2005,LRCX,"AM CALL: Semiconductor Equipment: 4Q04 Earnings Preview","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,1.93,.02,.04,.64,.02,.07,.52,.03,.14,.43,.02,.37,.34,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
11 Jan 2005,VRSN,"AM CALL: VRSN: In The Zone v. 12.04; Expect Strong Quarter","Philip Winslow",,31 Dec 2003,0.59,0.7,0.93,0.14,0.14,0.22,0.14,0.15,0.22,0.15,0.19,0.24,0.17,0.22,0.26,35.0,OUTPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
11 Jan 2005,CNO,"AM CALL: CNO: Conference call with Conseco CFO","Thomas Gallagher",Kevin Feder ,31 Dec 2003,1.73,1.49,1.7,NA,0.37,0.41,NA,0.36,0.41,NA,0.35,0.43,NA,0.41,0.45,23.0,OUTPERFORM,NA,MARKETWEIGHT,Life and Health Insurance,
11 Jan 2005,DF,"AM CALL: DF: Upgrading to Outperform","David Nelson",Robert Moskow ,31 Dec 2003,2.05,2.03,2.23,0.42,0.45,0.48,0.56,0.47,0.52,0.52,0.46,0.54,0.56,0.65,0.69,37.0,NEUTRAL,NA,UNDERWEIGHT,Packaged Foods,
11 Jan 2005,RTR.L,"CSFB Media Daily - Tuesday 11 January 2005","Giasone Salati",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.12,.13,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,410.00,OUTPERFORM,YES,OVERWEIGHT,Media,
11 Jan 2005,EAUG.PA,"CSFB Media Daily - Tuesday 11 January 2005","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
11 Jan 2005,LAGA.PA,"CSFB Media Daily - Tuesday 11 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,3.06,3.86,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,54.00,NEUTRAL,NO,OVERWEIGHT,Media,
11 Jan 2005,MTN.L,"MTN.L: Matalan - Christmas trading statement","Tony Shiret",Lindsay Ireland David Jeary Sally Ronald Nicolas Regnier ,28 Feb 2004,.11,.14,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,140.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
11 Jan 2005,SPRM.SI,"Singapore Press Holdings. UNDERPERFORM. Diminishing prospects","Sean Quek",Clarice Khoo ,31 Aug 2004,0.31,0.24,0.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.36,UNDERPERFORM,NA,NA,NA,
11 Jan 2005,MRW.L,"MRW.L: Wm Morrison - Trading statement","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier David Jeary Nathan Cockrell ,31 Jan 2004,.13,.09,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
11 Jan 2005,WG.L,"WG.L: Wood Group (John) - Trading Update","Katherine Tonks",,31 Dec 2003,0.15,0.13,0.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,125.0,NEUTRAL,NO,MARKETWEIGHT,Integrated Oil & Gas/E&P,
11 Jan 2005,CRW.TO,"CRW.CA: HD-DVD Under Production","Ralph Garcea",Damian Wojcichowsky ,31 Dec 2003,1.05,1.24,2.0,0.13,0.26,0.3,0.15,0.15,0.2,0.24,0.31,0.6,0.54,0.52,0.9,30.0,OUTPERFORM,NO,MARKETWEIGHT,Software & Services, Canada,
11 Jan 2005,INTB.BR,"INTB.BR: Inbev - Year end trading update","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.45,1.76,1.95,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.5,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
11 Jan 2005,DF,"Dean Foods Company Earnings Model","David Nelson",,31 Dec 2003,2.05,2.03,2.23,.42,.45,.48,.56,.47,.52,.52,.46,.54,.56,.65,.69,37.0,OUTPERFORM,NA,UNDERWEIGHT,Packaged Foods,
11 Jan 2005,STAN.L,"STAN.L: Standard Chartered - Looks too expensive","Michael Lever",Jonathan Pierce ,31 Dec 2003,0.95,1.24,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,880.0,NEUTRAL,NO,OVERWEIGHT,Banks,
11 Jan 2005,MLNM,"Millennium Pharmaceuticals Inc. Earnings Model","Mark Augustine",Richard Troyer ,31 Dec 2003,-.82,-.55,-0.55,-.34,-.07,NA,-.07,-.07,NA,-.10,-.18,NA,-.30,-.23,NA,14.00,NEUTRAL,NA,OVERWEIGHT,Biotechnology,
11 Jan 2005,DNA,"Genentech Inc. Earnings Model","Mark Augustine",,31 Dec 2004,.83,1.13,1.13,.19,.25,NA,.19,.28,NA,.24,.28,NA,.21,.31,NA,65.00,OUTPERFORM,NA,OVERWEIGHT,Biotechnology,
11 Jan 2005,AA,"AA: Q404 The Good The Bad and The Ugly","Caglar Somek",,31 Dec 2003,1.1,1.61,1.87,0.23,0.37,0.55,0.25,0.46,0.57,0.33,0.34,0.54,0.27,0.44,0.51,35.0,NEUTRAL,NO,MARKETWEIGHT,Non Ferrous Metals,
11 Jan 2005,STM.PA,"STM.PA: STMicroelectronics - Q4 pre-announcement","Jean Danjou",Antoine Badel ,31 Dec 2003,0.48,0.69,0.8,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.0,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
11 Jan 2005,WJA.TO,"ACEB.TO: December Traffic Report.","Cameron Jeffreys",Siddarth Mehta ,31 Dec 2003,.52,.27,.50,.01,.00,.02,.13,.06,.11,.28,.17,.22,.10,.04,.14,14.50,OUTPERFORM,NO,MARKETWEIGHT,Industrial Products & Machinery,
11 Jan 2005,ACEb.TO,"ACEB.TO: December Traffic Report.","Cameron Jeffreys",Siddarth Mehta ,31 Dec 2003,-15.52,-8.07,2.58,-2.25,-2.53,0.02,-4.7,-4.24,0.57,-2.18,-0.67,1.68,-6.38,-0.29,0.3,26.5,NEUTRAL,YES,MARKETWEIGHT,Industrial Products & Machinery,
11 Jan 2005,CFC,"CFC: Strong Finish to 2004","Moshe Orenbuch",Kerry Hueston ,31 Dec 2003,4.16,3.9,4.0,0.61,1.11,0.88,0.68,1.12,1.07,1.93,0.94,1.05,0.91,0.74,0.99,45.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
11 Jan 2005,ECM.L,"PFL.L: Premier Farnell-US and UK markets contine to deteriorate","Andrew Grobler",,31 Mar 2004,.17,.18,.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,260.00,UNDERPERFORM,NO,MARKETWEIGHT,Support Services,
11 Jan 2005,PFL.L,"PFL.L: Premier Farnell-US and UK markets contine to deteriorate","Andrew Chu",Andrew Grobler ,31 Jan 2004,10.54,10.46,11.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.0,UNDERPERFORM,YES,MARKETWEIGHT,Support Services,
11 Jan 2005,CVS,"CVS: December Sales -- Above Expectations","Jack Murphy",Jeff Brown ,31 Dec 2003,2.07,2.14,2.64,0.48,0.59,NA,0.49,0.56,NA,0.46,0.44,NA,0.64,0.55,NA,43.0,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
11 Jan 2005,DHI,"DHI: Strong Fiscal 1Q05 Orders; Raising FY05 Estimates","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,30 Sep 2004,4.11,5.25,5.25,0.78,0.98,NA,0.8,1.15,NA,1.06,1.32,NA,1.47,1.8,NA,41.0,NEUTRAL,NO,MARKETWEIGHT,Homebuilding,
11 Jan 2005,DHI,"DR Horton Earnings Model","Ivy Zelman",,30 Sep 2004,4.11,5.25,5.25,.78,.98,NA,.80,1.15,NA,1.06,1.32,NA,1.47,1.80,NA,41.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
11 Jan 2005,VRSN,"VeriSign Inc. Earnings Model","Philip Winslow",,31 Dec 2003,.59,.70,0.7,.14,.14,.22,.14,.15,.22,.15,.19,.24,.17,.22,.26,35.00,OUTPERFORM,NA,OVERWEIGHT,Enterprise Infrastructure Software,
11 Jan 2005,BRKA,"ACE: A Lot of Moving Parts","Charles Gates",Jonathan Tischler ,31 Dec 2003,3531.00,3000.00,3900.00,784.00,738.00,NA,862.00,946.00,NA,881.00,402.00,NA,1003.00,915.00,NA,92000.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
11 Jan 2005,ACE,"ACE: A Lot of Moving Parts","Charles Gates",Jonathan Tischler ,31 Dec 2003,4.21,2.8,5.15,1.02,1.4,NA,1.01,1.29,NA,1.04,0.07,NA,1.12,0.04,NA,45.5,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
11 Jan 2005,AIG,"ACE: A Lot of Moving Parts","Charles Gates",Jonathan Tischler ,31 Dec 2003,3.87,4.37,5.10,.90,1.08,1.23,.96,1.14,1.26,.98,.97,1.30,1.05,1.18,1.31,76.50,OUTPERFORM,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
11 Jan 2005,STA,"ACE: A Lot of Moving Parts","Charles Gates",Jonathan Tischler ,31 Dec 2003,3.38,2.25,4.55,.78,1.41,NA,.99,-.47,NA,1.01,.54,NA,1.06,1.04,NA,41.00,OUTPERFORM,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
11 Jan 2005,TSN,"TSN: More Canadian Mad Cow","David Nelson",Robert Moskow ,30 Sep 2004,1.13,1.15,1.15,0.16,0.26,NA,0.33,0.26,NA,0.45,0.31,NA,0.19,0.32,NA,18.0,NEUTRAL,NO,MARKETWEIGHT,Agribusiness,
11 Jan 2005,ROK,"Rockwell Automation Earnings Model","Nicole Parent",Frederic Dassori ,30 Sep 2003,1.14,1.66,2.65,.22,.28,.65,.26,.41,.64,.31,.48,.69,.33,.51,.67,50.0,NEUTRAL,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
11 Jan 2005,APPB,"Applebees International Inc. Earnings Model","Janice Meyer",,26 Dec 2003,1.16,1.31,1.48,.29,.35,.34,.30,.34,.39,.30,.34,.41,.27,.29,.34,28.00,OUTPERFORM,NA,OVERWEIGHT,Restaurants,
11 Jan 2005,TWX,"TWX: Bullish Outlook from Top","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,0.47,0.66,0.8,0.08,0.15,NA,0.12,0.19,NA,0.12,0.15,NA,0.15,0.16,NA,22.0,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
11 Jan 2005,PRAI,"PRAI: Initiating with a Neutral","Kevin Berg",Jordan Fogel ,31 Dec 2004,1.20,1.15,NA,.29,.25,NA,.38,.28,NA,.31,.32,NA,.23,.30,NA,25.00,NEUTRAL,YES,MARKETWEIGHT,US Healthcare Technology and Distribution,
11 Jan 2005,SYNA,"SYNA: MacWorld Provides No Surprises For Synaptics","Scott Barnum",Gerry Brockman George Wedemeyer ,30 Jun 2004,.51,.83,1.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,OUTPERFORM,YES,NA,Small and Mid-Cap, Americas,
11 Jan 2005,LEXR,"LEXR: Buy on Weakness","Daniel Romanoff",Gerry Brockman George Wedemeyer ,30 Apr 2003,0.49,-0.13,0.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.00,OUTPERFORM,YES,NA,Small and Mid-Cap, Americas,
11 Jan 2005,CGEP.PA,"AM Call: ERICB.ST Ericsson - Downside surprises likely","Eiji Aono",Kulbinder Garcha ,31 Dec 2003,-1.15,.65,.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,ERICb.ST,"AM Call: ERICB.ST Ericsson - Downside surprises likely","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,-0.58,1.28,1.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.0,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,NOK1V.HE,"AM Call: ERICB.ST Ericsson - Downside surprises likely","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,.75,.68,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
11 Jan 2005,CCRT,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.64,2.40,2.50,.40,.65,.66,.39,.57,.63,.92,.69,.60,.97,.49,.60,31.00,OUTPERFORM,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,COF,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.50,6.90,1.35,1.84,1.84,1.23,1.65,1.74,1.16,1.97,1.84,1.11,1.05,1.49,93.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,MXT,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,-3.27,0,.70,-1.62,.47,-.27,-.60,-1.40,.34,-1.48,.48,.07,.39,-.00,.56,11.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,CIT,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.69,3.32,3.90,.60,.76,.93,.65,.82,.96,.69,.86,.98,.75,.90,1.02,52.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,CSE,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.76,1.02,1.40,.11,.20,.32,.17,.24,.34,.21,.29,.36,.25,.30,.39,29.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,NNI,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter ,31 Dec 2003,.62,3.05,2.25,.18,.22,.57,.16,1.60,.52,.09,.63,.55,.19,.60,.60,32.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,PVN,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,.67,1.15,1.25,.02,.33,.33,.13,.22,.30,.29,.34,.30,.23,.26,.33,16.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,AXP,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.31,2.73,3.10,.53,.66,.73,.59,.68,.78,.59,.69,.78,.60,.70,.82,54.00,UNDERPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,ACF,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,30 Jun 2004,1.42,1.42,1.70,.21,.41,NA,.30,.35,NA,.40,.33,NA,.51,.34,NA,22.00,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,KRB,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.79,2.05,2.30,.33,.40,.49,.42,.51,.54,.50,.56,.60,.54,.59,.66,33.00,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
11 Jan 2005,SLM,"Specialty Finance: 2005 Outlook","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.86,2.18,2.55,.43,.51,.61,.44,.52,.62,.49,.58,.64,.50,.57,.69,52.00,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
12 Jan 2005,PSON.L,"AM Call: UBM.LUnited Business Media -Downgrading to underperf..","Simon Mays-Smith",Geoffroy Decarbonnieres ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,REL.L,"AM Call: UBM.LUnited Business Media -Downgrading to underperf..","Simon Mays-Smith",Geoffroy Decarbonnieres ,31 Dec 2003,.31,.31,.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,560.00,OUTPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,UBM.L,"AM Call: UBM.LUnited Business Media -Downgrading to underperf..","Simon Mays-Smith",Geoffroy Decarbonnieres ,31 Dec 2003,22.89,31.0,38.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,520.0,UNDERPERFORM,NA,OVERWEIGHT,Media,
12 Jan 2005,EXL.L,"AM Call: EXL.L Exel - Focus on Cash","Andrew Chu",Andrew Grobler Rob Harris ,31 Dec 2003,44.06,46.4,54.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,815.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
12 Jan 2005,SAPG.F,"AM Call: SAPG.F SAP - Levels.","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,3.84,4.37,4.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.0,OUTPERFORM,NO,OVERWEIGHT,Software & Services,
12 Jan 2005,EGCO.BK,"Asian Daily: Thailand - Electricity Generating. OUTPERFORM","Sai Sarinee Sernsukskul",Siriporn Sothikul ,31 Dec 2003,9.7,9.5,10.3,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,90.00,OUTPERFORM,NA,NA,NA,
12 Jan 2005,BAY.BK,"Asian Daily: Thailand - Bank of Ayudhya. Maintain UNDERPERFORM","Sanjay Jain",,31 Dec 2003,1.23,1.59,1.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,1722.TW,"Asian Daily: Taiwan - Taiwan Fertilizer Co. Ltd. OUTPERFORM","Jim Hung",,31 Dec 2003,1.33,2.05,2.9,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.00,OUTPERFORM,NA,NA,NA,
12 Jan 2005,3009.TW,"Asian Daily: Taiwan - Chi Mei Optoelectronics. UNDERPERFORM","Wanli Wang",Andy Kung ,31 Dec 2003,2.51,0.8,3.96,-.27,2.27,-.35,.29,2.42,-.25,.73,.89,.39,1.36,-.35,1.00,21.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,2409.TW,"Asian Daily: Taiwan - AU Optronics. Maintain UNDERPERFORM","Wanli Wang",Andy Kung ,31 Dec 2003,3.51,1.34,5.42,.04,2.55,-.32,.66,3.14,-.16,1.11,.83,.42,1.68,-.16,1.36,22.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,005930.KS,"Asian Daily: South Korea - Samsung Electronics. OUTPERFORM","MS Hwang",,31 Dec 2003,33513.0,40542.0,54385.0,6344.68,17681.54,9926.50,6357.48,17603.49,9746.25,10346.96,15130.54,10119.18,10463.71,10886.96,10749.91,520000.00,OUTPERFORM,NA,NA,NA,
12 Jan 2005,005930.KS,"Asian Daily: South Korea - Samsung Electronics. OUTPERFORM","MS Hwang",,31 Dec 2003,33512.83,61302.53,40541.84,6344.68,17681.54,9926.50,6357.48,17603.49,9746.25,10346.96,15130.54,10119.18,10463.71,10886.96,10749.91,520000.00,OUTPERFORM,NO,NA,NA,
12 Jan 2005,034220.KS,"Asian Daily: South Korea - LG.Philips LCD. Maintain UNDERPERFORM","John Sung",,31 Dec 2003,3514.0,1494.0,3903.0,-157.20,1940.44,12.62,565.38,2166.97,192.04,1060.13,899.26,479.48,1680.95,40.35,810.25,24000.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,SWMS.SI,"Asian Daily: Singapore - SML. Downgrade to UNDERPERFORM","Felix Rusli",Andrew Lee ,31 Dec 2003,0.11,0.08,0.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,1.40,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,CREA.SI,"Asian Daily:Singapore -Creative Technology.Maintain UNDERPERFORM","Keng Hock Lim",,30 Jun 2004,1.66,0.66,0.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,0551.HK,"Asian Daily: Hong Kong -Yue Yuen Industrial Holding.UNDERPERFORM","Kenny Lau",Gabriel Chan ,30 Sep 2003,1.54,1.66,1.84,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.50,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,0013.HK,"Asian Daily: Hong Kong - Hutchison Whampoa. Maintain OUTPERFORM","Peter Hilton",Gary Chan ,31 Dec 2003,3.36,3.61,4.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,82.00,OUTPERFORM,NA,NA,NA,
12 Jan 2005,0267.HK,"Asian Daily: China - CITIC Pacific. Downgrade to UNDERPERFORM","Gary Chan",Peter Hilton Andrew Lee ,31 Dec 2003,0.6,1.36,1.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,FDX,"AM CALL: FDX: To Fly Higher on The Wings of UPS","John Barnes",Matthew Gardner Sarah Lewis ,31 May 2004,3.52,4.77,5.77,0.61,1.08,1.28,0.87,1.25,1.58,0.71,0.96,1.26,1.33,1.47,1.65,130.0,OUTPERFORM,NO,OVERWEIGHT,Airfreight and Surface Transportation,
12 Jan 2005,TER,"TER: 8-K Filing Reveals Jan. Cost Cutting","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-0.55,0.83,0.15,-0.26,0.2,0,-0.19,0.39,0.02,-0.14,0.21,0.05,0.04,0.18,0.09,14.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,AAPL,"AM CALL: AAPL: MacWorld: Full Steam Ahead","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,0.75,1.49,1.83,0.17,0.55,NA,0.14,0.29,NA,0.17,0.29,NA,0.27,0.36,NA,70.0,NEUTRAL,NA,MARKETWEIGHT,PC Supply Chain and Distribution,
12 Jan 2005,INTC,"AM CALL: INTC: Stopgap Started","Michael Masdea",Randy Abrams ,31 Dec 2003,0.86,1.16,1.14,0.14,0.26,0.28,0.14,0.27,0.24,0.25,0.3,0.29,0.33,0.33,0.33,22.0,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
12 Jan 2005,EGCO.BK,"Electricity Generating. OUTPERFORM. Asset growth: inevitable","Sai Sarinee Sernsukskul",Siriporn Sothikul ,31 Dec 2003,9.67,9.49,10.28,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,90.0,OUTPERFORM,NA,NA,NA,
12 Jan 2005,VIAB,"VIAB: The Delta is Positive","William Drewry",Samantha Dennison Debra Schwartz John Klim ,31 Dec 2003,1.4,1.58,1.69,0.26,0.33,NA,0.37,0.45,NA,0.4,0.42,NA,0.36,0.37,NA,43.0,OUTPERFORM,YES,OVERWEIGHT,Entertainment,
12 Jan 2005,UPS,"AM CALL: UPS: We are Downgrading from Outperform to Neutral","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,2.84,3.32,3.85,0.67,.67,NA,0.72,.72,NA,0.7,.70,NA,0.76,.76,NA,79.0,NEUTRAL,NA,OVERWEIGHT,Airfreight and Surface Transportation,
12 Jan 2005,FDX,"AM CALL: UPS: We are Downgrading from Outperform to Neutral","John Barnes",Matthew Gardner Sarah Lewis ,31 May 2004,3.52,4.77,5.77,.61,1.08,1.28,.87,1.25,1.58,.71,.96,1.26,1.33,1.47,1.65,130.00,OUTPERFORM,NO,OVERWEIGHT,Airfreight and Surface Transportation,
12 Jan 2005,TSCO.L,"CARR.PA: Carrefour - Early days yet","Andrew Kasoulis",Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
12 Jan 2005,CARR.PA,"CARR.PA: Carrefour - Early days yet","Andrew Kasoulis",Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Dec 2003,2.67,2.75,2.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.0,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
12 Jan 2005,PSON.L,"CSFB Media Daily - Wednesday 12 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,REL.L,"CSFB Media Daily - Wednesday 12 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.31,.31,.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,560.00,OUTPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,UBM.L,"CSFB Media Daily - Wednesday 12 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.23,.31,.38,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,520.00,UNDERPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,EURC.PA,"CSFB Media Daily - Wednesday 12 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,-.58,.31,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.90,UNDERPERFORM,NO,OVERWEIGHT,Media,
12 Jan 2005,EMG.L,"AM Call: EMG.L Man Group - Current AUM in line","Rupak Ghose",,31 Mar 2004,1.98,1.91,2.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1900.0,OUTPERFORM,NO,MARKETWEIGHT,Speciality Finance,
12 Jan 2005,ATOS.PA,"Global IT Services - What to take from Infosys results","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,2.55,2.82,3.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,37.50,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
12 Jan 2005,CAPP.PA,"Global IT Services - What to take from Infosys results","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,.50,-.03,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.00,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
12 Jan 2005,BARC.L,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.48,.55,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,750.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,RBS.L,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,1.56,1.73,1.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2195.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,STAN.L,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.95,1.24,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,880.00,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,BACA.VI,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,3.47,4.37,4.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,HVMG.F,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,YES,OVERWEIGHT,Banks,
12 Jan 2005,UBSN.VX,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,6.43,8.55,8.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,AAH.AS,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,CRDI.MI,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.33,.34,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.90,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,BIN.MI,"CSFB Breakfast Banker - Wednesday 12 January 2005","James Clark",Alastair MacIntosh ,31 Dec 2003,.18,.28,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.10,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,DXNS.L,"DXNS.L: Dixons - Interim results/Christmas update","James Clark",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,30 Apr 2004,.12,.12,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
12 Jan 2005,ASML.AS,"ASML.AS: ASML - INTC a positive Samsung should be next but ...","Jean Danjou",Antoine Badel ,31 Dec 2003,-0.27,0.55,0.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductors,
12 Jan 2005,TSCO.L,"MEOG.F: Metro - Q4/FY sales","Andrew Kasoulis",Sally Ronald Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
12 Jan 2005,MEOG.F,"MEOG.F: Metro - Q4/FY sales","Andrew Kasoulis",Sally Ronald Nicolas Regnier David Jeary Nathan Cockrell ,31 Dec 2003,2.35,2.52,2.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
12 Jan 2005,CREA.SI,"Asian Daily: Singapore - Creative Technology. UNDERPERFORM","Keng Hock Lim",,30 Jun 2004,1.66,0.66,0.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,ONGC.BO,"Asian Daily: India - Oil & Natural Gas Corp. Ltd. OUTPERFORM","Prashant Gokhale",Edwin Pang ,31 Mar 2004,65.8,84.2,79.4,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,875.00,OUTPERFORM,NA,NA,NA,
12 Jan 2005,0168.HK,"Asian Daily: China - Tsingtao Brewery H. Maintain UNDERPERFORM","Michelle Yan",,31 Dec 2003,0.24,0.3,0.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.90,UNDERPERFORM,NA,NA,NA,
12 Jan 2005,LKOH.RTS,"LKOH.RTS: LUKOIL - Third-quarter 2004 results exceed expectat...","Vadim Mitroshin",,31 Dec 2003,2.87,4.9,5.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.25,NEUTRAL,NO,NA,Emerging Markets,
12 Jan 2005,6594,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,176.20,446.29,450.26,0,0,0,0,0,0,0,0,0,0,0,0,11900.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6762,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,317.80,330.46,355.41,0,0,0,0,0,0,0,0,0,0,0,0,8500.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6479,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,15.08,11.49,18.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6592,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Dec 2003,375.41,375.79,392.38,0,0,0,0,0,0,0,0,0,0,0,0,8600.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6806,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,382.26,447.35,456.52,0,0,0,0,0,0,0,0,0,0,0,0,10500.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6963,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,535.62,452.07,444.50,0,0,0,0,0,0,0,0,0,0,0,0,9500.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6971,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,364.78,417.71,391.26,0,0,0,0,0,0,0,0,0,0,0,0,8000.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6976,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,-15.90,20.27,14.40,0,0,0,0,0,0,0,0,0,0,0,0,950.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6981,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,208.46,209.34,210.90,0,0,0,0,0,0,0,0,0,0,0,0,5600.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6770,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2004,93.27,94.90,75.87,0,0,0,0,0,0,0,0,0,0,0,0,1400.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
12 Jan 2005,6892,"Electronic Components: Electronic Components in 2005 - Vol 1","Tomohiko Miyazaki",,31 Mar 2003,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NO,NA,NA,
12 Jan 2005,COF,"COF: December Trust Data","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.5,6.9,1.35,1.84,1.84,1.23,1.65,1.74,1.16,1.97,1.84,1.11,1.05,1.49,93.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
12 Jan 2005,FNM,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
12 Jan 2005,FRE,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
12 Jan 2005,GENZ,"GENZ: Strong Q4 Revenues; 2005 EPS Guidance $2.08-2.16","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,1.39,1.77,2.04,0.31,0.37,0,0.34,0.44,0,0.37,0.49,0,0.38,0.47,0,65.0,OUTPERFORM,NO,OVERWEIGHT,Biotechnology,
12 Jan 2005,LTM,"LTM: Reinstating Coverage With Outperform Rating and $32 TP","Paul Lejuez",Tracy Kogan ,31 Dec 2003,0.72,0.89,1.08,0.15,0.19,0.22,0.2,0.25,0.28,0.2,0.22,0.29,0.18,0.23,0.3,32.0,OUTPERFORM,NO,UNDERWEIGHT,Specialty Softlines,
12 Jan 2005,BP,"BP: 4Q04 Interim Update","Mark Flannery",David Donnelly Joseph Bustros ,31 Dec 2003,3.43,4.65,5.39,1.0,0.96,NA,0.84,1.14,NA,0.78,1.2,NA,0.81,1.35,NA,63.5,OUTPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas,
12 Jan 2005,BT.L,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",Richard Barker David George ,30 Mar 2004,.17,.18,.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,185.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,VOD.L,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",Richard Barker ,31 Mar 2004,.09,.10,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,CTM.L,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Richard Barker",,31 Dec 2003,-.09,-.07,-.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,UNDERPERFORM,YES,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,MSTAR.BR,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Richard Barker",Richard Barker ,31 Dec 2003,3.64,4.09,4.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,58.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,TEL.OL,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",,31 Dec 2003,2.46,4.13,4.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,TEL2b.ST,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",Richard Barker ,31 Dec 2003,20.18,24.99,30.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,TLSN.ST,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Richard Barker",David George ,31 Dec 2003,2.88,2.99,2.99,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,31.50,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,TDC.CO,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",David George ,31 Dec 2003,18.04,16.76,17.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,234.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,KPN.AS,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,.39,.63,.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.90,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,TEF.MC,"PM Call: BCOM.BR Belgacom - Catching up on cash back","David George",Richard Barker Petros Katsoulas ,31 Dec 2003,.68,.74,.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,DTEGn.F,"PM Call: BCOM.BR Belgacom - Catching up on cash back","David George",Richard Barker Justinian Clifford Bowles ,31 Dec 2003,.09,.52,.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.50,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,PTCO.IN,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Petros Katsoulas",Richard Barker ,31 Dec 2003,.55,.76,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,BCOM.BR,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Richard Barker",,31 Dec 2003,2.67,2.47,2.74,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.0,OUTPERFORM,YES,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,FTE.PA,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,1.61,1.93,2.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,SCMN.VX,"PM Call: BCOM.BR Belgacom - Catching up on cash back","Petros Katsoulas",Richard Barker ,31 Dec 2003,29.84,26.92,27.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
12 Jan 2005,NVLS,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,.20,1.01,.68,.05,.12,.18,.05,.29,.16,.04,.38,.16,.07,.22,.18,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,CYMI,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.23,.94,.46,-.10,.19,.08,-.11,.27,.08,-.06,.39,.13,.04,.10,.17,20.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,ATMI,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.12,.68,.85,-.06,.12,.17,-.03,.18,.20,-.09,.20,.23,.10,.17,.24,19.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,AMAT,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,VSEA,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,30 Sep 2003,.31,1.65,1.17,.08,.13,.33,.16,.38,.26,.06,.52,.28,-.01,.62,.31,30.25,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,KLAC,"Semiconductor Equipment: Data Deposition","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.67,1.21,2.05,.23,.18,.58,.15,.22,.59,.14,.33,.50,.15,.48,.38,40.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
12 Jan 2005,LTM,"Life Time Fitness Earnings Model","Paul Lejuez",Tracy Kogan ,31 Dec 2003,.72,0.89,1.08,.15,.19,.22,.20,.25,.28,.20,.22,.29,.18,.23,.30,32.00,OUTPERFORM,NA,UNDERWEIGHT,Specialty Softlines,
12 Jan 2005,CGTK,"CGTK:  Initiates Phase 1/2 Eczema Study","Mark Augustine",Michele Park Lindsey Biegert ,31 Dec 2003,-37.9,-1.69,-2.26,NA,-0.42,NA,NA,-0.32,NA,NA,-0.46,NA,NA,-0.5,NA,10.0,NEUTRAL,YES,OVERWEIGHT,Biotechnology,
12 Jan 2005,GET.L,"GET.L: Geest - Beware cold feet?","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,44.8,36.6,43.5,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,600.0,UNDERPERFORM,NO,OVERWEIGHT,Food Producers & Processors,
12 Jan 2005,NFDS.L,"GET.L: Geest - Beware cold feet?","Charlie Mills",Guillaume Dalibot ,31 Mar 2004,.14,.15,.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.00,UNDERPERFORM,NO,OVERWEIGHT,Food Producers & Processors,
12 Jan 2005,MYGN,"MYGN: Initiates Phase 3 Flurizan Trial In AD","Mark Augustine",Michele Park Richard Troyer ,30 Jun 2004,-1.49,-1.38,-1.33,-0.35,-0.33,NA,-0.36,-0.36,NA,-0.39,-0.32,NA,-0.37,-0.37,NA,19.0,UNDERPERFORM,YES,OVERWEIGHT,Biotechnology,
12 Jan 2005,HCA,"HCA:  Preannounces 4Q","Kevin Berg",Alex Kristofcak ,31 Dec 2003,2.64,2.47,2.78,0.82,0.69,NA,0.62,0.65,NA,0.61,0.48,NA,0.58,0.64,NA,33.0,UNDERPERFORM,NO,MARKETWEIGHT,Healthcare Facilities,
12 Jan 2005,COH,"COH: Strong Holiday Sales; Increase Ests; Maintain Neutral","Paul Lejuez",Tracy Kogan ,30 Jun 2004,1.36,1.83,2.23,0.22,0.35,NA,0.5,0.67,NA,0.3,0.39,NA,0.34,0.42,NA,47.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
12 Jan 2005,HCA,"HCA Inc. Earnings Model","Kevin Berg",,31 Dec 2003,2.64,2.47,2.78,.82,.69,NA,.62,.65,NA,.61,.48,NA,.58,.64,NA,33.00,UNDERPERFORM,NA,MARKET WEIGHT,Healthcare Facilities,
12 Jan 2005,KSS,"JCP: Ullman Meets the Street","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.72,2.13,2.50,.32,.33,.38,.33,.45,.52,.35,.42,.50,.72,.93,1.10,50.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
12 Jan 2005,S,"JCP: Ullman Meets the Street","Michael Exstein",Shirley Lee Christina Lai ,31 Dec 2003,4.42,1.46,1.97,.60,-.09,-.25,.90,.24,.28,.84,-.29,-.04,2.24,1.67,2.05,37.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
12 Jan 2005,JCP,"JCP: Ullman Meets the Street","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.21,2.15,2.98,0.05,0.38,0.53,-0.03,0.23,0.34,0.31,0.5,0.77,0.83,1.05,1.39,40.0,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
12 Jan 2005,CIC.TO,"CIC.CA: License Deal with General Dynamics","Ralph Garcea",Damian Wojcichowsky ,30 Apr 2004,0.55,-0.04,0.02,-0.05,-0.03,NA,0.7,-0.01,NA,-0.05,.00,NA,-0.04,-.00,NA,4.0,NEUTRAL,YES,MARKETWEIGHT,Software & Services, Canada,
12 Jan 2005,CCC.L,"CCC.L: ComputaCenter - FY04 update","Benjamin Berenson",Matthew Hammond James Clark ,31 Dec 2003,23.09,25.47,24.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,320.0,NEUTRAL,NO,OVERWEIGHT,Software & Services,
12 Jan 2005,PPC,"PPC: Raising Q1 and FY 05","David Nelson",Robert Moskow ,30 Sep 2004,2.46,3.10,3.1,0.2,0.7,NA,0.5,0.8,NA,0.75,0.8,NA,0.95,0.8,NA,30.0,NEUTRAL,NO,MARKETWEIGHT,Agribusiness,
12 Jan 2005,NBGr.AT,"AM Call: Banking in CEE - What are valuations discounting?","David Nelson",Ivan Vatchkov ,31 Dec 2003,1.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Banks,
12 Jan 2005,EFGr.AT,"AM Call: Banking in CEE - What are valuations discounting?","David Nelson",Ivan Vatchkov ,31 Dec 2003,.91,1.22,1.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.77,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,OTPB.BU,"AM Call: Banking in CEE - What are valuations discounting?","Andrzej Nowaczek",,31 Dec 2003,321.68,499.46,547.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5700.00,OUTPERFORM,NO,NA,Emerging Markets,
12 Jan 2005,BPHW.WA,"AM Call: Banking in CEE - What are valuations discounting?","Andrzej Nowaczek",,31 Dec 2003,11.23,23.88,29.65,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,437.00,UNDERPERFORM,NO,NA,Emerging Markets,
12 Jan 2005,BAPE.WA,"AM Call: Banking in CEE - What are valuations discounting?","Andrzej Nowaczek",,31 Dec 2003,5.94,7.83,8.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,137.00,NEUTRAL,NO,NA,Emerging Markets,
12 Jan 2005,BACA.VI,"AM Call: Banking in CEE - What are valuations discounting?","Ivan Vatchkov",Andrzej Nowaczek Marc Rubinstein ,31 Dec 2003,3.47,4.37,4.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,FSPAa.ST,"AM Call: Banking in CEE - What are valuations discounting?","Jonas Erikson",Ivan Vatchkov ,31 Dec 2002,10.56,12.92,14.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,175.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
12 Jan 2005,CRDI.MI,"AM Call: Banking in CEE - What are valuations discounting?","Jonas Erikson",Ivan Vatchkov ,31 Dec 2003,.33,.34,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.90,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,BIN.MI,"AM Call: Banking in CEE - What are valuations discounting?","Jonas Erikson",Ivan Vatchkov ,31 Dec 2003,.18,.28,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.10,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,PKOB.WA,"AM Call: Banking in CEE - What are valuations discounting?","Andrzej Nowaczek",,31 Dec 2003,1.22,1.52,1.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,28.00,NEUTRAL,YES,NA,Emerging Markets,
12 Jan 2005,ERST.VI,"AM Call: Banking in CEE - What are valuations discounting?","Ivan Vatchkov",Andrzej Nowaczek Marc Rubinstein ,31 Dec 2003,1.79,2.13,2.74,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,NEUTRAL,NO,OVERWEIGHT,Banks,
12 Jan 2005,T,"PM CALL: T: Assuming Coverage w/ Underperform","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.18,1.64,1.95,0.62,0.21,NA,0.64,0.14,NA,0.58,0.75,NA,0.34,0.57,NA,15.0,UNDERPERFORM,NO,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,CMCSA,"PM CALL: CMCSA: Assuming Coverage w/ Outperform","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,2.04,0.77,1.07,0.1,0.15,0,0.15,0.2,0,1.61,0.19,0,0.19,0.25,0,35.0,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CBB,"PM CALL: CBB: Assuming Coverage w/ Underperform","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,0.4,0.2,0.21,0.16,0.03,NA,0.12,0.05,NA,0.08,0.06,NA,0.04,0.06,NA,3.0,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,Q,"PM CALL: Q: Assuming Coverage w/ Underperform","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,-0.34,-0.6,-0.36,-0.08,-0.17,NA,-0.09,-0.16,NA,-0.07,-0.15,NA,-0.06,-0.11,NA,3.0,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,BLS,"PM CALL: BLS: Assuming Coverage w/ Neutral","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,2.02,1.8,1.47,0.54,0.49,0.31,0.49,0.52,0.39,0.52,0.49,0.39,0.47,0.31,0.37,28.0,NEUTRAL,NO,NA,Communication Towers,
12 Jan 2005,SBC,"PM CALL: SBC: Assuming Coverage w/ Neutral","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,1.41,1.35,1.11,0.39,0.35,0.25,0.4,0.39,0.31,0.35,0.38,0.29,0.26,0.23,0.26,27.0,NEUTRAL,NO,NA,Communication Towers,
12 Jan 2005,FON,"PM CALL: FON: Assuming Coverage w/ Outperform","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,0.7,0.94,1.5,0.08,0.17,0.35,0.15,0.2,0.38,0.19,0.24,0.4,0.28,0.33,0.37,28.0,OUTPERFORM,YES,NA,Communication Towers,
12 Jan 2005,NXTL,"NXTL: Assuming Coverage w/ Outperform","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,1.44,1.79,1.78,0.21,0.53,0.4,0.28,0.55,0.46,0.46,0.4,0.47,0.48,0.32,0.46,35.0,OUTPERFORM,NO,NA,Communication Towers,
12 Jan 2005,GG,"GG: Moving Ounces Forward","David Gagliano",Ralph Profiti ,31 Dec 2003,0.34,0.28,0.52,0.09,0.09,0.12,0.05,0.05,0.12,0.05,0.05,0.14,0.07,0.09,0.14,15.0,NEUTRAL,NO,MARKETWEIGHT,Metals & Mining - Precious Metals,
12 Jan 2005,DISH,"PMCALL: DTV: Assuming Coverage with Outperform","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,.46,.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,DTV,"PMCALL: DTV: Assuming Coverage with Outperform","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-0.26,-1.34,0.09,-0.04,-0.46,-0.02,0.02,-0.01,0.04,-0.02,-0.73,0.06,-0.22,-0.14,0.01,20.0,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,NTLI,"PM CALL: NTL/Telewest Merger: Assuming Coverage on Industry","Carrie Hart",Bryan Kraft ,31 Dec 2003,-15.10,-8.50,-2.83,-5.54,-1.39,NA,-5.10,-5.16,NA,-3.73,-1.99,NA,-.73,.03,NA,76.00,NEUTRAL,YES,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,TLWT,"PM CALL: NTL/Telewest Merger: Assuming Coverage on Industry","Carrie Hart",Bryan Kraft ,31 Dec 2003,-.10,-1.24,-.57,-.06,0,NA,0,-.96,NA,-.03,-.22,NA,.02,-.06,NA,18.00,OUTPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,ICCI,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-.78,-.24,.16,-.44,-.09,0,-.19,-.11,0,-.12,-.07,0,-.03,.03,0,11.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,DISH,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,.46,.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,DTV,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-.26,-1.34,.09,-.04,-.46,-.02,.02,-.01,.04,-.02,-.73,.06,-.22,-.14,.01,20.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CVC,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-1.21,-1.35,-.02,-.51,-.35,NA,-.82,-.49,NA,-.35,-.15,NA,-.69,-.32,NA,26.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,MCCC,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-0.3,0.14,0.06,-0.23,-0.01,0,-0.27,0.24,0,0.09,-0.06,0,0.11,-0.03,0,6.0,UNDERPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CHTR,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Carrie Hart Bryan Kraft ,31 Dec 2003,-.78,-13.92,-2.18,-.61,-.99,NA,-.12,-1.38,NA,.07,-10.88,NA,-.19,-.65,NA,1.00,UNDERPERFORM,YES,UNDERWEIGHT,Cable TV,
12 Jan 2005,NTLI,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-15.10,-8.50,-2.83,-5.54,-1.39,NA,-5.10,-5.16,NA,-3.73,-1.99,NA,-.73,.03,NA,76.00,NEUTRAL,YES,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CMCSA,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,2.04,.77,1.07,.10,.15,0,.15,.20,0,1.61,.19,0,.19,.25,0,35.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,TLWT,"PM CALL: MCCC: Assuming Coverage w/ Underperform","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-.10,-1.24,-.57,-.06,0,NA,0,-.96,NA,-.03,-.22,NA,.02,-.06,NA,18.00,OUTPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,FON,"PM CALL: VZ: Downgrading from Outperform to Neutral","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,.70,.94,1.50,.08,.17,.35,.15,.20,.38,.19,.24,.40,.28,.33,.37,28.00,OUTPERFORM,YES,NA,Communication Towers,
12 Jan 2005,DISH,"PM CALL: VZ: Downgrading from Outperform to Neutral","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,.46,.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,DTV,"PM CALL: VZ: Downgrading from Outperform to Neutral","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-.26,-1.34,.09,-.04,-.46,-.02,.02,-.01,.04,-.02,-.73,.06,-.22,-.14,.01,20.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,MCIP,"PM CALL: VZ: Downgrading from Outperform to Neutral","Ido Cohen",Steven Glik ,31 Dec 2003,67.07,-.80,.50,.19,-1.20,NA,-.01,-.21,NA,-.16,.09,NA,66.37,.52,NA,13.00,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,VZ,"PM CALL: VZ: Downgrading from Outperform to Neutral","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.61,2.48,2.58,0.69,0.58,NA,0.69,0.64,NA,0.67,0.65,NA,0.57,0.61,NA,42.0,NEUTRAL,NO,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,BLS,"PM CALL: VZ: Downgrading from Outperform to Neutral","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,2.02,1.80,1.47,.54,.49,.31,.49,.52,.39,.52,.49,.39,.47,.31,.37,28.00,NEUTRAL,NO,NA,Communication Towers,
12 Jan 2005,SBC,"PM CALL: VZ: Downgrading from Outperform to Neutral","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,1.41,1.35,1.11,.39,.35,.25,.40,.39,.31,.35,.38,.29,.26,.23,.26,27.00,NEUTRAL,NO,NA,Communication Towers,
12 Jan 2005,T,"PM CALL: VZ: Downgrading from Outperform to Neutral","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.18,1.64,1.95,.62,.21,NA,.64,.14,NA,.58,.75,NA,.34,.57,NA,15.00,UNDERPERFORM,NO,MARKETWEIGHT,Telecommunication Services,
12 Jan 2005,DIS,"DIS: Bad Weather in LA Likely a Marginal Impact","William Drewry",Debra Schwartz John Klim ,30 Sep 2004,1.09,1.35,1.35,0.33,0.3,NA,0.26,NA,NA,0.31,NA,NA,0.19,NA,NA,40.0,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
12 Jan 2005,ICCI,"PM CALL: Cable TV: Assuming Coverage of Cable & Satellite","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-.78,-.24,.16,-.44,-.09,0,-.19,-.11,0,-.12,-.07,0,-.03,.03,0,11.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CVC,"PM CALL: Cable TV: Assuming Coverage of Cable & Satellite","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-1.21,-1.35,-.02,-.51,-.35,NA,-.82,-.49,NA,-.35,-.15,NA,-.69,-.32,NA,26.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,MCCC,"PM CALL: Cable TV: Assuming Coverage of Cable & Satellite","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-.30,.14,.06,-.23,-.01,0,-.27,.24,0,.09,-.06,0,.11,-.03,0,6.00,UNDERPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,CHTR,"PM CALL: Cable TV: Assuming Coverage of Cable & Satellite","Carrie Hart",Carrie Hart Bryan Kraft ,31 Dec 2003,-.78,-13.92,-2.18,-.61,-.99,NA,-.12,-1.38,NA,.07,-10.88,NA,-.19,-.65,NA,1.00,UNDERPERFORM,YES,UNDERWEIGHT,Cable TV,
12 Jan 2005,CMCSA,"PM CALL: Cable TV: Assuming Coverage of Cable & Satellite","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,2.04,.77,1.07,.10,.15,0,.15,.20,0,1.61,.19,0,.19,.25,0,35.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,DISH,"PM CALL: DISH: Downgrading to Neutral from Outperform","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,0.46,0.58,1.73,0.12,-0.09,NA,0.26,0.18,NA,0.07,0.22,NA,0.01,0.26,NA,33.0,NEUTRAL,NA,UNDERWEIGHT,Cable TV,
12 Jan 2005,DF,"DF: USDA: Diet Exercise and Dairy","David Nelson",Robert Moskow ,31 Dec 2003,2.05,2.03,2.23,0.42,0.45,0.48,0.56,0.47,0.52,0.52,0.46,0.54,0.56,0.65,0.69,37.0,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
12 Jan 2005,XOM,"XOM: 4Q04 Mark-to-Market","Mark Flannery",David Donnelly Colin Smith Joseph Bustros ,31 Dec 2003,2.56,3.73,3.65,0.71,0.83,1.01,0.62,0.88,0.9,0.55,0.96,0.87,0.67,1.07,0.86,52.0,NEUTRAL,NO,MARKETWEIGHT,Integrated Oil & Gas,
12 Jan 2005,MCK,"MCK: $1.2 Billion Settlement Removes Overhang","Kevin Berg",Michael Glynn ,31 Mar 2004,2.09,1.95,2.27,0.53,0.48,0,0.52,0.27,0,0.41,0.49,0,0.63,0.71,0,29.0,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
12 Jan 2005,CMCSA,"Comcast Earnings Model","Bryan Kraft",Carrie Hart ,31 Dec 2003,2.04,0.77,1.07,.10,.15,0,.15,.20,0,1.61,.19,0,.19,.25,0,35.0,OUTPERFORM,NA,UNDERWEIGHT,Cable TV & Satellite,
12 Jan 2005,HAR,"HAR: Revisiting HAR Valuation; Raising Target Price","Chris Ceraso",Erin Silverman ,30 Jun 2004,2.27,3.11,3.86,.29,.48,NA,.60,.83,NA,.63,.84,NA,.76,.96,NA,132.00,NEUTRAL,NO,UNDERWEIGHT,Automotive,
12 Jan 2005,EBAY,"AM CALL: EBAY: Q4 Preview","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,0.75,1.23,1.64,0.18,0.31,0.39,0.16,0.29,0.38,0.18,0.28,0.38,0.24,0.34,0.49,120.0,OUTPERFORM,NA,OVERWEIGHT,Consumer Internet,
12 Jan 2005,ASKJ,"AM CALL: ASKJ: Q4 Preview","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,0.4,1.04,1.39,0.07,0.23,0.35,0.1,0.24,0.34,0.09,0.25,0.32,0.14,0.32,0.38,33.0,OUTPERFORM,YES,OVERWEIGHT,Consumer Internet,
12 Jan 2005,IFXGn.DE,"Q4 preview/European semiconductors - Not yet there","Jean Danjou",Antoine Badel ,30 Sep 2004,.45,.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.80,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
12 Jan 2005,PHG.AS,"Q4 preview/European semiconductors - Not yet there","Jean Danjou",Antoine Badel ,31 Dec 2003,.70,1.43,1.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductors,
13 Jan 2005,FCS,"Fairchild Semiconductor Earnings Model","Michael Masdea",Suji De Silva ,31 Dec 2003,.26,0.81,0.72,.04,.17,.14,.03,.26,.18,.05,.26,.17,.14,.12,.23,15.0,NEUTRAL,NA,MARKET WEIGHT,Semiconductor Devices,
13 Jan 2005,BBY,"Best Buy Earnings Model","Jack Murphy",,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NA,MARKET WEIGHT,Hardlines Retailing,
13 Jan 2005,CC,"Circuit City Earnings Model","Jack Murphy",,29 Feb 2004,.11,0.55,0.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,NA,MARKET WEIGHT,Hardlines Retailing,
13 Jan 2005,IMT.L,"AM Call: European Tobacco - No more risk and other tales","Pieter Vorster",Jennifer Matthews ,30 Sep 2004,101.58,111.92,122.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1420.0,OUTPERFORM,NA,UNDERWEIGHT,Tobacco,
13 Jan 2005,GLH.L,"AM Call: European Tobacco - No more risk and other tales","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,55.52,58.02,60.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.0,UNDERPERFORM,NA,UNDERWEIGHT,Tobacco,
13 Jan 2005,ALT.MC,"AM Call: European Tobacco - No more risk and other tales","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,2.1,2.21,2.45,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.0,UNDERPERFORM,NA,UNDERWEIGHT,Tobacco,
13 Jan 2005,SWMA.ST,"AM Call: European Tobacco - No more risk and other tales","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,5.51,4.98,5.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,69.0,UNDERPERFORM,NA,UNDERWEIGHT,Tobacco,
13 Jan 2005,BATS.L,"AM Call: European Tobacco - No more risk and other tales","Pieter Vorster",Jennifer Matthews ,31 Dec 2003,69.21,72.26,77.97,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,945.0,OUTPERFORM,NA,MARKETWEIGHT,Tobacco,
13 Jan 2005,SCCC.BK,"Asian Daily: Thailand - Siam City Cement. Maintain OUTPERFORM","Paworamon (Poom) Suvarnatemee",,31 Dec 2003,13.2,22.1,25.9,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,300.00,OUTPERFORM,NA,NA,NA,
13 Jan 2005,SCCf.BK,"Asian Daily: Thailand - Siam Cement. Maintain OUTPERFORM","Paworamon (Poom) Suvarnatemee",,31 Dec 2003,14.8,27.8,27.3,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,330.00,OUTPERFORM,NA,NA,NA,
13 Jan 2005,KTB.BK,"Asian Daily: Thailand - Krung Thai Bank. Maintain OUTPERFORM","Sanjay Jain",,31 Dec 2003,0.78,1.14,1.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.50,OUTPERFORM,NA,NA,NA,
13 Jan 2005,066570.KS,"Asian Daily: South Korea - LG Electronics. Maintain OUTPERFORM","John Sung",,31 Dec 2003,4227.0,7162.0,10452.0,1239.86,2623.64,NA,1645.49,2544.14,NA,1097.52,1590.08,NA,1037.19,1192.56,NA,71800.00,OUTPERFORM,NA,NA,NA,
13 Jan 2005,0011.HK,"Asian Daily: Hong Kong - Hang Seng Bank. Maintain NEUTRAL","Jay Luong",Bill Stacey ,31 Dec 2003,4.99,5.88,6.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,113.70,NEUTRAL,NA,NA,NA,
13 Jan 2005,0142.HK,"Asian Daily: Hong Kong - First Pacific. Maintain OUTPERFORM","Gary Chan",Peter Hilton Andrew Lee ,31 Dec 2003,0.03,0.04,0.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,3.15,OUTPERFORM,NA,NA,NA,
13 Jan 2005,0293.HK,"Asian Daily: Hong Kong - Cathay Pacific. Maintain NEUTRAL","Peter Hilton",Felix Rusli ,31 Dec 2003,0.39,1.48,1.75,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.00,NEUTRAL,NA,NA,NA,
13 Jan 2005,0902.HK,"Asian Daily: China - Huaneng Power Intl. - H. Maintain NEUTRAL","Angello Chan",,31 Dec 2003,0.45,0.54,0.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,6.50,NEUTRAL,NA,NA,NA,
13 Jan 2005,1071.HK,"Asian Daily: China - Huadian Power Int'l Corp. Ltd. UNDERPERFORM","Angello Chan",,31 Dec 2003,0.2,0.19,0.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.55,UNDERPERFORM,NA,NA,NA,
13 Jan 2005,0991.HK,"Asian Daily: China - Datang Int'l Power Generation Co.OUTPERFORM","Angello Chan",,31 Dec 2003,0.35,0.43,0.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.00,OUTPERFORM,NA,NA,NA,
13 Jan 2005,1114.HK,"Asian Daily: China - Brilliance China Automotive. NDERPERFORM","Jeannie Cheung",,31 Dec 2003,0.24,0.15,0.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.31,UNDERPERFORM,NA,NA,NA,
13 Jan 2005,0753.HK,"Asian Daily: China - Air China. Upgrade to OUTPERFORM","Peter Hilton",Karen Chan ,31 Dec 2003,0.02,0.31,0.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.50,OUTPERFORM,NA,NA,NA,
13 Jan 2005,INFY.BO,"Asian Daily: India - Infosys Technologies. Maintain NEUTRAL","Bhuvnesh Singh",Ashis Kumar ,31 Mar 2004,1.02,2.1,2.58,.22,.31,.49,.24,.36,.51,.27,.42,.53,.29,.46,.57,1800.00,NEUTRAL,NA,NA,NA,
13 Jan 2005,SHOP,"AM CALL: SHOP: Expect Strong Q4","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,0.28,0.55,0.66,0.04,0.09,0.08,0.17,0.07,0.06,0.05,0.08,0.09,0.09,0.27,0.43,33.0,OUTPERFORM,YES,OVERWEIGHT,Consumer Internet,
13 Jan 2005,AMAT,"AM CALL: AMAT: F1Q05 (Jan) Update","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,0.13,0.85,0.55,.00,0.12,0.15,0.03,0.22,0.12,0.05,0.26,0.13,0.06,0.27,0.15,16.5,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
13 Jan 2005,BMY,"AM CALL: Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.78,1.64,1.42,.41,.41,.35,.45,.46,.36,.49,.43,.37,.43,.34,.33,22.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,PFE,"AM CALL: Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,1.98,.41,.52,.48,.31,.47,.41,.47,.55,.52,.52,.59,.56,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,SGP,"AM CALL: Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,STX,"AM CALL: AAPL: Firing on All Cylinders","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,.88,.81,1.01,.40,.08,NA,.41,.25,NA,.07,.27,NA,.01,.22,NA,22.00,OUTPERFORM,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
13 Jan 2005,AAPL,"AM CALL: AAPL: Firing on All Cylinders","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,0.75,2.05,2.42,0.17,0.7,NA,0.14,0.41,NA,0.17,0.42,NA,0.27,0.52,NA,80.0,NEUTRAL,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
13 Jan 2005,IBM,"AM CALL: AAPL: Firing on All Cylinders","Rob Semple",Rob Semple Peter Possemato Christopher Kelleher ,31 Dec 2003,4.34,5.01,5.55,.79,.93,1.09,.97,1.16,1.26,1.02,1.17,1.26,1.56,1.75,1.93,100.00,OUTPERFORM,NO,MARKETWEIGHT,Enterprise Hardware,
13 Jan 2005,YHOO,"AM CALL: YHOO: Q4 Preview","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,.19,.34,.55,.04,.07,.12,.04,.08,.13,.05,.09,.14,.06,.11,.15,45.00,OUTPERFORM,NO,OVERWEIGHT,Consumer Internet,
13 Jan 2005,CPW.L,"AM Call: CPW.L  Carphone Warehouse - Q3 trading statement","Tony Shiret",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Mar 2004,.07,.08,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
13 Jan 2005,NTAP,"AM CALL: Enterprise Hardware: A Harder Road Ahead?","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Apr 2004,.40,.61,.81,.08,.13,.18,.09,.16,.20,.11,.16,.21,.12,.17,.23,25.00,NEUTRAL,YES,MARKETWEIGHT,Data Storage,
13 Jan 2005,EMC,"AM CALL: Enterprise Hardware: A Harder Road Ahead?","Andrew McCullough",Rob Semple Christopher Kelleher Peter Possemato ,31 Dec 2003,.20,.35,.47,.02,.07,.09,.04,.08,.11,.05,.09,.12,.08,.12,.15,17.00,OUTPERFORM,NO,MARKETWEIGHT,Data Storage,
13 Jan 2005,IBM,"AM CALL: Enterprise Hardware: A Harder Road Ahead?","Andrew McCullough",Rob Semple Peter Possemato Christopher Kelleher ,31 Dec 2003,4.34,5.01,5.55,.79,.93,1.09,.97,1.16,1.26,1.02,1.17,1.26,1.56,1.75,1.93,100.00,OUTPERFORM,NO,MARKETWEIGHT,Enterprise Hardware,
13 Jan 2005,XRTX,"AM CALL: Enterprise Hardware: A Harder Road Ahead?","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Nov 2004,1.18,1.15,1.29,.54,.20,NA,.22,.29,NA,.25,.31,NA,.19,.35,NA,18.00,OUTPERFORM,YES,MARKETWEIGHT,Data Storage,
13 Jan 2005,CPW.L,"AM Call: CPW.L Carphone Warehouse - New forecasts after Q3 ...","Tony Shiret",David Jeary Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Mar 2004,6.72,8.43,10.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.0,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
13 Jan 2005,SBRY.L,"AM Call: SBRY.L Sainsbury (J) - Christmas trading statement","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell David Jeary ,31 Mar 2004,.27,.09,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,225.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
13 Jan 2005,LLOY.L,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,.39,.43,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,515.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
13 Jan 2005,NBGr.AT,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,1.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Banks,
13 Jan 2005,EFGr.AT,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,.91,1.22,1.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.77,NEUTRAL,NO,OVERWEIGHT,Banks,
13 Jan 2005,BACA.VI,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,3.47,4.37,4.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
13 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
13 Jan 2005,FSPAa.ST,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2002,10.56,12.92,14.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,190.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
13 Jan 2005,AAH.AS,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
13 Jan 2005,BTO.MC,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
13 Jan 2005,CRDI.MI,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,.33,.34,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.90,NEUTRAL,NO,OVERWEIGHT,Banks,
13 Jan 2005,BIN.MI,"CSFB Breakfast Banker - Thursday 13 January 2005","Andrew Kasoulis",Alastair MacIntosh ,31 Dec 2003,.18,.28,.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.10,NEUTRAL,NO,OVERWEIGHT,Banks,
13 Jan 2005,GUS.L,"GUS.L: GUS - Q3 trading statement","Nathan Cockrell",Tony Shiret Sally Ronald Lindsay Ireland David Jeary Nicolas Regnier ,31 Mar 2004,.60,.66,.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,775.00,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
13 Jan 2005,AHLN.AS,"AHLN.AS: Ahold - Q4/FY sales","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,31 Dec 2003,.29,.20,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.00,OUTPERFORM,YES,MARKETWEIGHT,Food & Drug Retailing,
13 Jan 2005,MSY.L,"MSY.L: Misys - Temenos Q4 signings","Matthew Hammond",James Clark Benjamin Berenson ,31 May 2004,14.76,14.28,16.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,190.0,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
13 Jan 2005,TEMN.S,"MSY.L: Misys - Temenos Q4 signings","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,.33,.34,.44,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.00,NEUTRAL,YES,OVERWEIGHT,Software & Services,
13 Jan 2005,MSY.L,"TEMN.S: Temenos Group - Q4 Signings","Matthew Hammond",James Clark Benjamin Berenson ,31 May 2004,.15,.14,.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,190.00,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
13 Jan 2005,TEMN.S,"TEMN.S: Temenos Group - Q4 Signings","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,0.33,0.34,0.44,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.0,NEUTRAL,YES,OVERWEIGHT,Software & Services,
13 Jan 2005,DXNS.L,"DXNS.L: Dixons - Back to the future","David Jeary",Sally Ronald Lindsay Ireland Tony Shiret Nicolas Regnier ,30 Apr 2004,12.07,12.04,12.54,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.0,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
13 Jan 2005,AAPL,"Apple Computer Inc. Earnings Model","Rob Semple",,30 Sep 2004,.75,2.05,2.42,.17,.70,NA,.14,.41,NA,.17,.42,NA,.27,.52,NA,80.00,NEUTRAL,NA,MARKET WEIGHT,PC Supply Chain and Distribution,
13 Jan 2005,STI,"STI: SEC's Investigation of SunTrust Goes Formal","Christopher Mutascio",Brian Zabora ,31 Dec 2003,4.73,5.20,5.50,1.17,1.28,NA,1.17,1.36,NA,1.18,1.30,NA,1.21,1.26,NA,72.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
13 Jan 2005,CFC,"CFC: 2005 Outlook","Moshe Orenbuch",Kerry Hueston ,31 Dec 2003,4.16,3.9,4.0,0.61,1.11,0.88,0.68,1.12,1.07,1.93,0.94,1.05,0.91,0.74,0.99,45.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,XOM,"ExxonMobil Corporation Earnings Model","Mark Flannery",Colin Smith ,31 Dec 2003,2.56,3.73,3.65,.71,.83,1.01,.62,.88,.90,.55,.96,.87,.67,1.07,.86,52.0,NEUTRAL,NA,MARKET WEIGHT,Integrated Oil & Gas,
13 Jan 2005,BBBB,"BBBB: Expects to Exceed Prior 4Q Guidance","Brandon Dobell",Christian Pitt ,31 Dec 2003,0.09,0.44,0.82,-0.05,0.06,0.17,-0.02,0.07,0.18,0.07,0.16,0.25,0.1,0.13,0.23,20.0,OUTPERFORM,YES,MARKETWEIGHT,Book Publishing & Information Services,
13 Jan 2005,CFC,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston ,31 Dec 2003,4.16,3.90,4.00,.61,1.11,.88,.68,1.12,1.07,1.93,.94,1.05,.91,.74,.99,45.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,FNM,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,FRE,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,WM,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2002,NA,4.41,4.77,.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,45.00,BUY,NO,NA,NA,
13 Jan 2005,EPL,"Energy Partners Ltd. Earnings Model","Tracy Todaro",Phillip Pace ,31 Dec 2003,.87,1.21,1.85,.37,.20,.43,.21,.38,.46,.18,.25,.49,.12,.35,.47,24.0,OUTPERFORM,NA,OVERWEIGHT,Exploration & Production,
13 Jan 2005,RSH,"RSH: 4Q Sales -- First Blush","Jack Murphy",Jeff Brown ,31 Dec 2003,1.74,2.09,2.35,0.33,0.41,NA,0.32,0.42,NA,0.33,0.43,NA,0.77,0.83,NA,30.0,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
13 Jan 2005,CKH,"Seacor Holdings Inc. Earnings Model","Ken Sill",Arun Jayaram ,31 Dec 2003,.77,0.34,1.35,.25,-.16,NA,.37,.01,NA,.15,.18,NA,-.01,.31,NA,50.00,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
13 Jan 2005,IFXGn.DE,"IFXGN.DE: Infineon Technologies - FQ1 preannouncement","Jean Danjou",Antoine Badel ,30 Sep 2004,0.45,.29,0.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.8,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
13 Jan 2005,INTC,"PLAY: 4Q Intact; 1Q Can Still Track Above Seasonal","Jean Danjou",Randy Abrams ,31 Dec 2003,.86,1.16,1.14,.14,.26,.28,.14,.27,.24,.25,.30,.29,.33,.33,.33,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
13 Jan 2005,PLAY,"PLAY: 4Q Intact; 1Q Can Still Track Above Seasonal","Randy Abrams",,31 Dec 2003,-0.41,0.62,0.75,-0.23,-0.02,0.15,-0.11,0.04,0.12,-0.04,0.23,0.2,-0.03,0.29,0.28,25.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
13 Jan 2005,TXN,"PLAY: 4Q Intact; 1Q Can Still Track Above Seasonal","Randy Abrams",Randy Abrams ,31 Dec 2003,.45,1.04,1.06,.07,.21,.22,.07,.25,.26,.12,.32,.28,.19,.26,.29,30.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
13 Jan 2005,HPQ,"Intraday: Enterprise Hardware: Metadata Monitor","Andrew McCullough",Peter Possemato Christopher Kelleher ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NO,MARKETWEIGHT,Data Storage,
13 Jan 2005,IBM,"Intraday: Enterprise Hardware: Metadata Monitor","Andrew McCullough",Peter Possemato Christopher Kelleher ,31 Dec 2003,4.34,5.01,5.55,.79,.93,1.09,.97,1.16,1.26,1.02,1.17,1.26,1.56,1.75,1.93,100.00,OUTPERFORM,NO,MARKETWEIGHT,Enterprise Hardware,
13 Jan 2005,AVX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
13 Jan 2005,ARW,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,KEM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
13 Jan 2005,VSH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
13 Jan 2005,TTMI,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
13 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,MERX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 May 2004,0,-.14,.25,-.09,-.07,.02,.03,.02,.06,.12,-.08,.06,-.05,-.01,.10,10.50,NEUTRAL,YES,MARKETWEIGHT,Electronic Components,
13 Jan 2005,APH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.81,2.13,.27,.40,.50,.30,.45,.53,.32,.47,.53,.37,.50,.58,34.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
13 Jan 2005,MOLXE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Jun 2004,.92,1.25,1.45,.17,.29,NA,.21,.30,NA,.24,.32,NA,.30,.34,NA,30.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
13 Jan 2005,SLR,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,BHE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,PLXS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,SANM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
13 Jan 2005,APOL,"APOL: News on Qui Tam Lawsuit","Gregory Cappelli",Eric Sledgister Stephen Silzer ,31 Aug 2004,1.88,2.42,2.97,0.44,0.58,0.72,0.35,0.46,0.57,0.56,0.74,0.9,0.52,0.64,0.78,84.0,NEUTRAL,NO,OVERWEIGHT,Education Services,
13 Jan 2005,INTC,"Intel Corporation Earnings Model","Michael Masdea",Randy Abrams ,31 Dec 2003,.86,1.16,1.14,.14,.26,.28,.14,.27,.24,.25,.30,.29,.33,.33,.33,22.0,UNDERPERFORM,NA,MARKET WEIGHT,Semiconductor Devices,
13 Jan 2005,HPQ,"Hewlett-Packard Earnings Model","Andrew McCullough",Rob Semple ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NA,MARKET WEIGHT,Data Storage,
13 Jan 2005,SYST.VX,"AM Call: SYST.VX Synthes - Preview Q4 2004 results","Christoph Gretler",,31 Dec 2003,2.74,3.29,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,165.0,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,SHP.L,"AM Call: SHP.L Shire Pharmaceuticals - Matt Gloss","Jeff Holford",Stephan Gasteyger ,31 Dec 2003,0.62,0.76,0.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.0,OUTPERFORM,NO,MARKETWEIGHT,Pharmaceuticals,
13 Jan 2005,ABBN.VX,"SIEGn.DE: Siemens - Looking more attractive","Julian Mitchell",Patrick Marshall ,31 Dec 2003,-.60,.17,.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.70,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,CGEP.PA,"SIEGn.DE: Siemens - Looking more attractive","Eiji Aono",Kulbinder Garcha Julian Mitchell ,31 Dec 2003,-1.15,.65,.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
13 Jan 2005,SCHN.PA,"SIEGn.DE: Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,2.79,3.42,4.00,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SIEGn.DE,"SIEGn.DE: Siemens - Looking more attractive","Julian Mitchell",,30 Sep 2004,2.96,3.92,4.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.0,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ERICb.ST,"SIEGn.DE: Siemens - Looking more attractive","Kulbinder Garcha",Eiji Aono Julian Mitchell ,31 Dec 2003,-.58,1.28,1.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
13 Jan 2005,SKFb.ST,"SIEGn.DE: Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,20.75,25.45,25.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,310.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SAND.ST,"SIEGn.DE: Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,12.86,19.06,21.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,270.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,NOK1V.HE,"SIEGn.DE: Siemens - Looking more attractive","Kulbinder Garcha",Eiji Aono Julian Mitchell ,31 Dec 2003,.75,.68,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
13 Jan 2005,ATCOA.ST,"SIEGn.DE: Siemens - Looking more attractive","Patrick Marshall",,31 Dec 2003,18.09,15.40,23.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,330.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ALSO.PA,"SIEGn.DE: Siemens - Looking more attractive","Julian Mitchell",Patrick Marshall ,31 Mar 2004,-1.12,-.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.00,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,VER.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,-.25,-.20,-.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,93.00,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,SKP.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,-.07,-.05,.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,76.00,OUTPERFORM,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,ACM.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,.34,.14,.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,255.00,NEUTRAL,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,CAT.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,30 Sep 2003,-1.08,-.93,-.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,949.00,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,QGENF.DE,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,.32,.39,.47,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.86,NEUTRAL,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,NCOX.LN,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,-.86,-.68,-.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.90,UNDERPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,SEO.VX,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,24.71,32.40,34.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,NEUTRAL,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,SHP.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Ravi Mehrotra Andrew Sinclair ,31 Dec 2003,.62,.76,.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,MARKETWEIGHT,Pharmaceuticals,
13 Jan 2005,ATLN.S,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,-.46,3.70,3.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,140.00,OUTPERFORM,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,GPCG.DE,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,-1.17,-1.61,-1.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.00,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,UCBBt.BR,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,2.44,2.23,2.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,44.60,UNDERPERFORM,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,EVTG.DE,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,-.40,-.40,-.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.89,NEUTRAL,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,AKT.L,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,0,-.12,-.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,144.00,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,MORG.DE,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,-.96,-.03,1.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,28.59,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,LUN.CO,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Andrew Sinclair",Ravi Mehrotra ,31 Dec 2003,5.89,7.49,6.80,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,NEUTTRAL,NO,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,BSLN.S,"AM Call: Biotechnology and biopharmaceuticals sector overview...","Ravi Mehrotra",Andrew Sinclair ,31 Dec 2003,-6.42,-7.16,-10.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,108.00,OUTPERFORM,YES,MARKETWEIGHT,Biotechnology & Biopharmaceuticals,
13 Jan 2005,KFT,"KFT: Earnings Preview","David Nelson",Robert Moskow ,31 Dec 2003,2.0,1.87,1.98,0.49,0.45,NA,0.55,0.46,NA,0.46,0.48,NA,0.5,0.48,NA,34.0,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
13 Jan 2005,GIS,"KFT: Earnings Preview","David Nelson",Robert Moskow ,31 May 2004,2.85,2.90,3.11,.62,.55,NA,.85,.99,NA,.64,.67,NA,.74,.69,NA,47.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
13 Jan 2005,K,"KFT: Earnings Preview","David Nelson",Robert Moskow ,31 Dec 2003,1.92,2.12,2.30,.40,.53,NA,.50,.57,NA,.56,.59,NA,.46,.43,NA,46.00,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
13 Jan 2005,WWY,"KFT: Earnings Preview","Robert Moskow",David Nelson ,31 Dec 2003,1.98,2.22,2.47,.43,.49,NA,.56,.62,NA,.50,.56,NA,.49,.55,NA,67.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
13 Jan 2005,HAS,"HAS: 4Q Shortfall; Maintain Range-Bound Thesis","Scott Barry",Edward Loh ,31 Dec 2003,1.14,1.03,1.12,0.01,0.04,NA,0.06,0.06,NA,0.45,0.43,NA,0.62,0.5,NA,19.0,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
13 Jan 2005,MAT,"HAS: 4Q Shortfall; Maintain Range-Bound Thesis","Scott Barry",Edward Loh ,31 Dec 2003,1.24,1.15,1.20,.09,.02,NA,.07,.06,NA,.60,.61,NA,.50,.48,NA,21.00,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
13 Jan 2005,HIG,"Hartford Financial Services Earnings Model","Thomas Gallagher",Charles Gates ,31 Dec 2003,-1.10,5.65,7.28,-5.33,1.71,NA,1.26,1.35,NA,1.18,.85,NA,1.52,1.74,NA,84.0,OUTPERFORM,NA,MARKET WEIGHT,Life and Health Insurance,
13 Jan 2005,COF,"COF: December Auto Trust Data","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,4.85,6.5,6.9,1.35,1.84,1.84,1.23,1.65,1.74,1.16,1.97,1.84,1.11,1.05,1.49,93.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
13 Jan 2005,CHRN.S,"AM Call: CHRN.S Converium - Living in interesting times","Robin Mitra",Dylan Ball Jason Kalambousis ,31 Dec 2003,6.12,-16.41,1.65,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.2,NEUTRAL,NO,MARKETWEIGHT,Insurance,
13 Jan 2005,HD,"HD: First Blush of Meeting","Jack Murphy",,31 Jan 2004,1.88,2.26,2.58,0.39,0.49,0.57,0.56,0.7,0.79,0.5,0.6,0.67,0.42,0.47,0.55,52.0,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
13 Jan 2005,BOL,"PM CALL: BOL: Modest Upward EPS Revisions For 4Q and 2005","Kenneth Kulju",Jessica Li Chris Schott Tania Dimitrova ,31 Dec 2003,2.27,2.9,3.34,0.31,0.42,0.5,0.53,0.76,0.82,0.6,0.79,0.89,0.83,0.92,1.14,71.0,NEUTRAL,NO,OVERWEIGHT,Specialty Pharmaceuticals,
13 Jan 2005,RSH,"RSH: 4Q Sales Review & CEO Transition","Jack Murphy",Jeff Brown ,31 Dec 2003,1.74,2.09,2.35,0.33,0.41,NA,0.32,0.42,NA,0.33,0.43,NA,0.77,0.83,NA,30.0,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
13 Jan 2005,AMD,"Advanced Micro Devices Inc. Earnings Model","Michael Masdea",Randy Abrams ,31 Dec 2003,-.79,0.39,0.5,-.42,.12,.02,-.40,.09,.01,-.09,.12,.15,.12,.06,.32,18.0,NEUTRAL,NA,MARKET WEIGHT,Semiconductor Devices,
13 Jan 2005,CY,"CY: Weathering The Inventory","Michael Masdea",Jeff Loff ,31 Dec 2003,0.19,.32,0.32,-0.09,0.19,-0.08,0.03,0.23,-0.02,0.08,0.03,0.03,0.16,-0.13,0.08,11.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
13 Jan 2005,SN.L,"European Healthcare - Sector review: Top picks for 2005","Stephan Gasteyger",,31 Dec 2003,.18,.21,.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,540.00,NEUTRAL,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,AUN.L,"European Healthcare - Sector review: Top picks for 2005","Stephan Gasteyger",,31 Dec 2003,.41,.48,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,865.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,PHBN.S,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Mar 2004,1.18,1.44,1.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,42.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,STMN.S,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,5.51,7.00,7.92,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,320.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,TECN.S,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,2.64,1.89,1.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,38.00,NEUTRAL,YES,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,WDH.CO,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,8.84,10.79,11.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,225.00,UNDERPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,NOBE.S,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,3.08,3.69,4.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,235.00,NEUTRAL,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,GN.CO,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,2.65,2.71,2.74,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,74.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,SYST.VX,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Dec 2003,2.74,3.29,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,165.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,YPSN.S,"European Healthcare - Sector review: Top picks for 2005","Christoph Gretler",Stephan Gasteyger ,31 Mar 2004,3.59,3.45,4.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,125.00,OUTPERFORM,YES,OVERWEIGHT,Medical Devices & Healthcare Services,
13 Jan 2005,CY,"Cypress Semiconductor Corporation Earnings Model","Michael Masdea",,31 Dec 2003,.19,.32,0.32,-.09,.19,-.08,.03,.23,-.02,.08,.03,.03,.16,-.13,.08,11.0,NEUTRAL,NA,MARKET WEIGHT,Semiconductor Devices,
13 Jan 2005,FCS,"FCS: Retiring High Yield Debt","Michael Masdea",Suji De Silva ,31 Dec 2003,0.26,0.81,0.72,0.04,0.17,0.14,0.03,0.26,0.18,0.05,0.26,0.17,0.14,0.12,0.23,15.0,NEUTRAL,NO,MARKETWEIGHT,Semiconductor Devices,
13 Jan 2005,NTLI,"NTL Inc. Earnings Model","Carrie Hart",Bryan Kraft ,31 Dec 2003,-15.10,-8.5,-2.83,-5.54,-1.39,NA,-5.10,-5.16,NA,-3.73,-1.99,NA,-.73,.03,NA,76.00,NEUTRAL,NA,UNDERWEIGHT,Cable TV & Satellite,
13 Jan 2005,TLWT,"Telewest Earnings Model","Carrie Hart",Bryan Kraft ,31 Dec 2003,-.10,-1.24,-0.57,-.06,0,NA,0,-.96,NA,-.03,-.22,NA,.02,-.06,NA,18.00,OUTPERFORM,NA,UNDERWEIGHT,Cable TV & Satellite,
13 Jan 2005,DISH,"Echostar Communications Corp Earnings Model","Carrie Hart",Bryan Kraft ,31 Dec 2003,.46,0.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NA,UNDERWEIGHT,Cable TV & Satellite,
13 Jan 2005,DTV,"The Directv Group Inc Earnings Model","Carrie Hart",Bryan Kraft ,31 Dec 2003,-.26,-1.34,0.09,-.04,-.46,-.02,.02,-.01,.04,-.02,-.73,.06,-.22,-.14,.01,20.00,OUTPERFORM,NA,UNDERWEIGHT,Cable TV & Satellite,
13 Jan 2005,BOW,"BOW: Another Miss Despite Newsprint Price Hikes","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,-3.36,-0.93,2.1,-0.9,-0.55,-0.06,-0.86,-0.26,0.42,-0.91,-0.03,0.85,-0.75,-0.08,0.9,42.0,NEUTRAL,NO,OVERWEIGHT,Paper Products,
13 Jan 2005,CJRb.TO,"CJRB.CA: Q1/05: The Good The Bad The Outlook","Randal Rudniski",Stephen Chen Steven Zicherman ,31 Aug 2003,0.96,1.29,1.51,0.29,0.55,0.59,0.09,0.19,0.17,0.29,0.21,0.4,0.29,0.33,0.35,33.0,OUTPERFORM,NO,OVERWEIGHT,Media,
13 Jan 2005,WYE,"U.S. Major Pharma: Just Released IRS Guidelines for Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,.54,.63,.64,.65,.62,.69,.65,.76,.80,.60,.66,.72,45.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,BMY,"U.S. Major Pharma: Just Released IRS Guidelines for Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.78,1.64,1.42,.41,.41,.35,.45,.46,.36,.49,.43,.37,.43,.34,.33,22.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,MRK,"U.S. Major Pharma: Just Released IRS Guidelines for Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,SGP,"U.S. Major Pharma: Just Released IRS Guidelines for Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
13 Jan 2005,AEP,"AEP: A Taste of Regulatory Relief; Still Nervous","Dan Eggers",Sebastian Iannariello ,31 Dec 2003,2.52,2.35,2.43,0.6,0.72,NA,0.44,0.38,NA,0.76,0.8,NA,0.51,0.45,NA,31.0,NEUTRAL,NA,UNDERWEIGHT,Utilities,
13 Jan 2005,BOY.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.10,.10,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,180.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ENO.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,30 Sep 2003,.08,.12,.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,95.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,CKSN.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.01,.03,.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,FKI.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2003,.10,.11,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,UNDERPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,GKN.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",Patrick Marshall ,31 Dec 2003,.23,.20,.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
13 Jan 2005,AGA.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.22,.22,.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,HLMA.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2004,.10,.10,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,170.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,IMI.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.26,.29,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,MGCR.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,-.11,.01,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,115.00,UNDERPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ISYS.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2003,.04,-.01,.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,UNDERPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SMIN.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",Patrick Marshall ,31 Jul 2004,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Aerospace & Defence,
13 Jan 2005,SPX.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.40,.41,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,600.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,TOMK.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.18,.20,.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,300.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,WEIR.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.24,.25,.26,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,260.00,UNDERPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ASSAb.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,6.71,7.21,7.86,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,UNDERPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,AGFAt.BR,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,2.05,1.96,1.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,VWS.CO,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.44,.88,1.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,80.00,UNDERPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SXS.L,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.32,.36,.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,480.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,MEO1V.HE,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,-.01,.10,.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ABBN.VX,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Julian Mitchell",Patrick Marshall ,31 Dec 2003,-.60,.17,.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.70,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ALFA.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,9.27,8.77,9.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SCHN.PA,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,2.79,3.42,4.00,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,MANG.F,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,1.43,2.09,3.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,METG.F,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,30 Sep 2003,.42,1.16,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.50,RESTRICTED,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SIEGn.DE,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Julian Mitchell",,30 Sep 2004,2.96,3.92,4.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SKFb.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,20.75,25.45,25.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,310.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,SAND.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,12.86,19.06,21.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,270.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ATCOA.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,18.09,15.40,23.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,330.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
13 Jan 2005,ELUXb.ST,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,16.11,10.88,8.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.0,UNDERPERFORM,NA,MARKETWEIGHT,Capital Goods,
13 Jan 2005,HDDG.F,"AM Call: ELUXB.ST Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2004,-1.24,.76,2.26,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
13 Jan 2005,HSY,"HSY: 2005 Earnings Preview","David Nelson",Robert Moskow ,31 Dec 2003,1.8,2.05,2.26,0.37,0.41,0.45,0.28,0.33,0.37,0.58,0.66,0.73,0.58,0.65,0.72,53.0,NEUTRAL,NA,UNDERWEIGHT,Packaged Foods,
13 Jan 2005,CFC,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston ,31 Dec 2003,4.16,3.90,4.00,.61,1.11,.88,.68,1.12,1.07,1.93,.94,1.05,.91,.74,.99,45.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,FNM,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,FRE,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
13 Jan 2005,WM,"Mortgage Finance: GSE 2005 Outlook","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2002,NA,4.41,4.77,.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,45.00,BUY,NO,NA,NA,
14 Jan 2005,KBH,"KB Home Earnings Model","Ivy Zelman",,30 Nov 2003,8.80,11.41,11.41,1.25,1.75,3.01,1.94,2.40,3.63,2.33,2.84,3.98,3.31,4.42,4.79,108.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
14 Jan 2005,LEG,"Leggett & Platt Inc. Earnings Model","Ivy Zelman",,31 Dec 2003,1.05,1.45,1.59,.25,.32,.35,.24,.39,.40,.26,.41,.45,.30,.33,.39,29.00,NEUTRAL,NA,MARKET WEIGHT,Building Products,
14 Jan 2005,DHI,"DR Horton Earnings Model","Ivy Zelman",,30 Sep 2004,4.11,5.25,5.25,.78,.98,NA,.80,1.15,NA,1.06,1.32,NA,1.47,1.80,NA,41.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
14 Jan 2005,LLTC,"LLTC: Gentle Slopes","Michael Masdea",Edwin Tai ,30 Jun 2004,1.03,1.29,1.29,0.22,0.33,0.31,0.23,0.32,0.32,0.27,0.32,0.32,0.31,0.32,0.34,46.5,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor Devices,
14 Jan 2005,DISH,"Echostar Communications Corp Earnings Model","Carrie Hart",Bryan Kraft ,31 Dec 2003,.46,0.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NA,UNDERWEIGHT,Cable TV & Satellite,
14 Jan 2005,ACN,"ACN: Highlights from 4Q04 TPI Index Call","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Aug 2004,1.23,1.41,1.60,.27,.32,NA,.29,.31,NA,.37,.44,NA,.30,.34,NA,32.00,OUTPERFORM,NO,MARKETWEIGHT,Computer Services & IT Consulting,
14 Jan 2005,ACS,"ACN: Highlights from 4Q04 TPI Index Call","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,30 Jun 2004,2.62,3.13,3.58,.60,.72,.84,.64,.73,.83,.67,.81,.92,.71,.88,1.00,48.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
14 Jan 2005,CSC,"ACN: Highlights from 4Q04 TPI Index Call","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Mar 2004,2.83,3.18,3.50,.51,.58,.64,.60,.68,.76,.71,.80,.88,1.01,1.12,1.22,50.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
14 Jan 2005,EDS,"ACN: Highlights from 4Q04 TPI Index Call","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,.32,.25,.69,.08,-.04,.09,.19,-.03,.15,-.02,.11,.19,.08,.20,.27,20.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
14 Jan 2005,IBM,"ACN: Highlights from 4Q04 TPI Index Call","Dris Upitis",Dris Upitis ,31 Dec 2003,4.34,5.01,5.55,.79,.93,1.09,.97,1.16,1.26,1.02,1.17,1.26,1.56,1.75,1.93,100.00,OUTPERFORM,NO,MARKETWEIGHT,Enterprise Hardware,
14 Jan 2005,THAI.BK,"Asian Daily: Thailand - Thai Airways Int'l. Maintain NEUTRAL","Peter Hilton",Felix Rusli ,30 Sep 2004,6.15,8.39,9.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,NEUTRAL,NA,NA,NA,
14 Jan 2005,010140.KS,"Asian Daily: South Korea - Samsung Heavy Industries. NEUTRAL","Sokje Lee",,31 Dec 2003,652.0,321.0,945.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7000.00,NEUTRAL,NA,NA,NA,
14 Jan 2005,005490.KS,"Asian Daily: South Korea - POSCO. Maintain OUTPERFORM","Hocheol Kim",,31 Dec 2003,21817.0,41418.0,32883.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,230000.00,OUTPERFORM,NA,NA,NA,
14 Jan 2005,035760.KQ,"Asian Daily: South Korea - CJ Home Shopping. UNDERPERFORM","Sonia Kim",,31 Dec 2003,4060.0,6067.0,7235.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48500.00,UNDERPERFORM,NA,NA,NA,
14 Jan 2005,HLSF.SI,"Asian Daily: Singapore - Hong Leong Finance Ltd.Maintain NEUTRAL","Roger Lum",Melissa Bon ,31 Dec 2003,0.18,0.22,0.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.50,NEUTRAL,NA,NA,NA,
14 Jan 2005,MISCe.KL,"Asian Daily: Malaysia - Malaysia Int'l Shipping Corp. OUTPERFORM","Felix Rusli",Andrew Lee ,31 Mar 2004,1.23,1.63,1.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,OUTPERFORM,NA,NA,NA,
14 Jan 2005,2888.HK,"Asian Daily: Hong Kong - Standard Chartered plc.Maintain NEUTRAL","Bill Stacey",Jay Luong ,31 Dec 2003,0.92,1.27,1.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,143.00,NEUTRAL,NA,NA,NA,
14 Jan 2005,SIG.L,"AM Call: SIG.L Signet Group - Christmas trading update","David Jeary",Lindsay Ireland Nathan Cockrell Sally Ronald Nicolas Regnier ,31 Jan 2004,7.67,7.92,8.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.0,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
14 Jan 2005,SFN,"SFN: Lawsuit Surfaces From European Divestiture","Joshua Rosen",Jeremy Davis ,31 Dec 2003,-0.05,0.2,0.44,-0.04,0.03,0.04,-0.01,0.06,0.12,0.03,0.04,0.14,0.03,0.07,0.14,12.0,OUTPERFORM,YES,MARKETWEIGHT,Business & Professional Services,
14 Jan 2005,SO,"SO: Georgia in Our Numbers","Dan Eggers",Sebastian Iannariello ,31 Dec 2003,1.95,2.0,2.06,0.41,0.45,0,0.49,0.48,0,0.84,0.86,0,0.22,0.21,0,31.0,NEUTRAL,NA,UNDERWEIGHT,Utilities,
14 Jan 2005,ONXS,"ONXS: Q4/04 Preliminary Results","Ralph Garcea",Damian Wojcichowsky ,31 Dec 2003,-0.31,-0.06,0.18,-0.25,-0.03,-.03,0.01,0.01,0.04,0.02,-0.07,0.07,-0.11,-0.01,0.1,4.5,UNDERPERFORM,YES,MARKETWEIGHT,Software & Services, Canada,
14 Jan 2005,JRC,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,1.19,1.23,1.34,.23,.24,NA,.34,.35,NA,.28,.29,NA,.35,.36,NA,26.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,MNI,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,3.08,3.37,3.81,.56,.62,NA,.81,.90,NA,.77,.83,NA,.93,1.01,NA,86.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,MEG,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,2.36,3.12,3.31,.13,.38,NA,.74,.78,NA,.50,.66,NA,1.00,1.30,NA,76.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,LEE,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,30 Sep 2004,1.92,2.24,0,.55,.61,NA,.36,NA,NA,.54,NA,NA,.47,NA,NA,48.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,PTZ,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,2.01,2.19,2.44,.35,.37,NA,.54,.58,NA,.42,.50,NA,.68,.73,NA,59.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,DJ,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,.96,1.25,1.56,.12,.22,NA,.27,.41,NA,.14,.15,NA,.43,.46,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,GCI,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,4.46,4.95,5.25,.93,1.00,NA,1.20,1.30,NA,1.03,1.18,NA,1.31,1.49,NA,101.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,KRI,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,3.63,3.92,4.30,.62,.70,NA,.95,1.04,NA,.85,.88,NA,1.22,1.30,NA,82.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,NYT,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,1.96,1.91,2.03,.43,.38,NA,.47,.50,NA,.33,.33,NA,.73,.70,NA,47.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,TRB,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,2.10,2.23,2.43,.39,.40,NA,.57,.62,NA,.48,.51,NA,.66,.69,NA,48.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,WPO,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,26.56,34.81,38.65,4.21,6.15,NA,6.60,8.82,NA,6.66,8.89,NA,9.08,10.94,NA,1030.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,SSP,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,1.52,1.74,1.93,.33,.37,NA,.42,.49,NA,.32,.34,NA,.46,.54,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,BLC,"Publishing & Info Svcs: Newspaper Q4 Preview: Delete Me Now","William Drewry",Debra Schwartz Samantha Dennison John Klim ,31 Dec 2003,1.10,1.33,1.30,.14,.19,NA,.34,.38,NA,.27,.32,NA,.35,.44,NA,25.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
14 Jan 2005,TE,"TE: Commonwealth Chesapeake Sale","Laura Blanco",Dan Eggers ,31 Dec 2003,0.92,0.79,1.05,0.23,0.12,0,0.36,0.22,0,0.18,0.27,0,-0.01,0.17,0,13.0,UNDERPERFORM,NA,UNDERWEIGHT,Utilities,
14 Jan 2005,YELL,"AM CALL: YELL: A Case of Low Expectations","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,3.94,5.05,6.09,0.38,0.7,NA,0.97,1.18,NA,1.38,1.63,NA,1.21,1.54,NA,74.0,OUTPERFORM,YES,OVERWEIGHT,Less than Truckload,
14 Jan 2005,FDG.TO,"AM CALL: FDG.CA: Switch Time","David Gagliano",Ralph Profiti ,31 Dec 2003,4.49,4.21,12.5,1.0,1.0,1.0,1.49,1.0,2.9,1.0,0.92,3.95,1.0,1.3,4.65,96.0,NEUTRAL,NA,MARKETWEIGHT,Metals & Mining - Base Metals,
14 Jan 2005,TEKb.TO,"AM CALL: TEKb.CA: It's All Relative","David Gagliano",Ralph Profiti Richard Garchitorena ,31 Dec 2003,0.47,2.75,3.85,0.06,0.47,0.62,0.02,0.56,0.79,0.07,0.82,1.09,0.36,0.9,1.34,42.0,OUTPERFORM,NA,MARKETWEIGHT,Metals & Mining - Base Metals,
14 Jan 2005,AVX,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,ARW,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,KEM,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,VSH,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,TTMI,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
14 Jan 2005,CLS,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,AVT,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",William Stein Tron Wang ,30 Jun 2004,1.03,1.36,1.65,.09,.30,.38,.21,.37,.45,.34,.34,.38,.40,.36,.44,20.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,SLR,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,PLXS,"AM CALL: Tech Hardware & Equip: The Circuit Breaker: Supply Spy","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,THQI,"AM CALL: Entertainment Software: December Videogame Sales","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,.92,1.13,1.04,-.09,-.10,NA,.09,-.19,NA,.78,1.16,NA,.14,.22,NA,24.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
14 Jan 2005,TTWO,"AM CALL: Entertainment Software: December Videogame Sales","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Oct 2003,2.27,1.45,2.20,1.22,.70,1.08,.35,-.33,-.13,.13,-.32,.10,.59,1.36,1.15,40.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
14 Jan 2005,MWY,"AM CALL: Entertainment Software: December Videogame Sales","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2003,-2.43,-.40,.02,-.21,-.27,NA,-1.20,-.16,NA,-.52,-.20,NA,-.52,.15,NA,3.50,UNDERPERFORM,YES,OVERWEIGHT,Interactive Entertainment,
14 Jan 2005,ATVI,"AM CALL: Entertainment Software: December Videogame Sales","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,.54,.82,.85,.03,.08,NA,-.08,.17,NA,.53,.56,NA,.04,.01,NA,25.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
14 Jan 2005,ERTS,"AM CALL: Entertainment Software: December Videogame Sales","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,1.90,2.06,2.13,.06,.08,0,.25,.31,0,1.26,1.25,0,.25,.41,0,70.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
14 Jan 2005,AMTD,"AM CALL: AMTD: Assuming Coverage; Downgrading to Neutral","Howard Chen",Susan Roth ,30 Sep 2004,0.64,0.75,0.8,0.17,0.19,NA,0.19,0.15,NA,0.15,0.19,NA,0.14,0.22,NA,14.5,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
14 Jan 2005,SYMC,"MFE: Quarterly Preview: Expect Strong Results","Philip Winslow",,31 Mar 2004,.60,.83,.98,.11,.18,.23,.14,.21,.24,.17,.22,.25,.18,.23,.26,27.00,NEUTRAL,NO,OVERWEIGHT,Enterprise Infrastructure Software,
14 Jan 2005,MFE,"MFE: Quarterly Preview: Expect Strong Results","Philip Winslow",,31 Dec 2003,0.65,0.58,1.07,0.13,0.11,0.19,0.12,0.08,0.24,0.15,0.18,0.27,0.27,0.22,0.36,29.0,OUTPERFORM,NA,OVERWEIGHT,Enterprise Infrastructure Software,
14 Jan 2005,SUNW,"AM CALL: SUNW: Growth Wanted","Andrew McCullough",Peter Possemato Christopher Kelleher ,30 Jun 2004,-0.24,0.02,0.06,-0.08,0,0,-0.03,0.01,0.02,-0.08,-0.01,0.0,-0.05,0.02,0.03,3.5,UNDERPERFORM,YES,MARKETWEIGHT,Enterprise Hardware,
14 Jan 2005,STX,"AM CALL: STX: Upgrade to Outperform","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,0.88,0.81,1.01,0.4,0.08,NA,0.41,0.25,NA,0.07,0.27,NA,0.01,0.22,NA,22.0,OUTPERFORM,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
14 Jan 2005,AAPL,"AM CALL: STX: Upgrade to Outperform","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,.75,2.05,2.42,.17,.70,NA,.14,.41,NA,.17,.42,NA,.27,.52,NA,80.00,NEUTRAL,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
14 Jan 2005,NVDA,"AM CALL: NVDA: A Brand New Game","Randy Abrams",Michael Masdea ,31 Jan 2004,0.5,0.5,0.83,0.12,0.12,0.13,0.14,0.03,0.13,0.1,0.15,0.27,0.14,0.2,0.3,24.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
14 Jan 2005,NVLS,"Semiconductor Equipment: Data Deposition: SCE Capex Post Samsung","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,.20,1.01,.68,.05,.12,.18,.05,.29,.16,.04,.38,.16,.07,.22,.18,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
14 Jan 2005,ACLS,"Semiconductor Equipment: Data Deposition: SCE Capex Post Samsung","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.41,.73,.30,-.06,.14,.04,-.09,.33,.05,-.27,.19,.09,.04,.07,.12,6.50,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
14 Jan 2005,LRCX,"Semiconductor Equipment: Data Deposition: SCE Capex Post Samsung","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,1.93,.02,.04,.64,.02,.07,.52,.03,.14,.43,.02,.37,.34,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
14 Jan 2005,GM,"GM: More Questions Than Answers","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.18,4.43,6.1,2.25,0.96,NA,2.36,1.65,NA,0.78,0.47,NA,0.79,1.32,NA,42.0,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
14 Jan 2005,MGA,"MGA: Raising 2005 Estimate and Target Price","Chris Ceraso",Erin Silverman ,31 Dec 2004,7.1,8.4,9.45,1.84,2.01,NA,1.93,2.25,NA,1.37,1.69,NA,1.72,2.42,NA,95.0,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
14 Jan 2005,PSON.L,"CSFB Media Daily - Friday 14 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
14 Jan 2005,RTR.L,"CSFB Media Daily - Friday 14 January 2005","Giasone Salati",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.12,.13,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,410.00,OUTPERFORM,YES,OVERWEIGHT,Media,
14 Jan 2005,WPP.L,"CSFB Media Daily - Friday 14 January 2005","Frederik Kooij",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.27,.32,.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,615.00,NEUTRAL,NO,OVERWEIGHT,Media,
14 Jan 2005,ITV.L,"CSFB Media Daily - Friday 14 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
14 Jan 2005,LEA,"LEA: Girding for Q1 Disaster","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.02,5.28,6.78,1.3,0.62,NA,1.65,1.68,NA,1.32,1.31,NA,1.76,1.99,NA,57.0,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
14 Jan 2005,RBS.L,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,1.56,1.73,1.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2195.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,STAN.L,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,.95,1.24,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,880.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,NBGr.AT,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,1.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Banks,
14 Jan 2005,HSBA.L,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,.60,1.11,1.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,985.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,HVMG.F,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,YES,OVERWEIGHT,Banks,
14 Jan 2005,CBKG.F,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,SAN.MC,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,.58,.72,.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.60,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,BTO.MC,"CSFB Breakfast Banker - Friday 14 January 2005","Chris Ceraso",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,CHMF.RTS,"CHMF.RTS: Severstal - Post-split adjustment to target price","Mikhail Seleznev",,31 Dec 2003,26.75,46.34,33.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.81,NEUTRAL,NO,NA,Metals and Mining,
14 Jan 2005,EPCGn.DE,"EPCGn.DE: EPCOS - Upgrading to Neutral on FQ1 warning","Jean Danjou",Antoine Badel ,30 Sep 2003,0.2,0.7,0.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.5,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
14 Jan 2005,GS,"AMTD: Assuming Coverage","Susan Roth",Howard Chen ,30 Nov 2004,8.92,8.25,NA,2.50,2.05,NA,2.31,1.84,NA,1.74,1.90,NA,2.36,2.46,NA,130.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,AMTD,"AMTD: Assuming Coverage","Howard Chen",Susan Roth ,30 Sep 2004,0.64,0.75,0.8,0.17,0.19,NA,0.19,0.15,NA,0.15,0.19,NA,0.14,0.22,NA,14.5,NEUTRAL,YES,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,LEH,"AMTD: Assuming Coverage","Susan Roth",Howard Chen ,30 Nov 2004,7.90,7.45,NA,2.21,2.10,NA,2.01,1.77,NA,1.71,1.73,NA,1.96,1.84,NA,105.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,BSC,"AMTD: Assuming Coverage","Susan Roth",Howard Chen ,30 Nov 2004,9.76,8.50,NA,2.57,NA,NA,2.49,NA,NA,2.09,NA,NA,2.61,NA,NA,105.00,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,MER,"AMTD: Assuming Coverage","Susan Roth",Howard Chen ,31 Dec 2003,4.05,4.25,4.55,.72,1.22,0,1.01,1.06,0,1.03,.93,0,1.23,1.06,0,70.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,MWD,"AMTD: Assuming Coverage","Susan Roth",Howard Chen ,30 Nov 2004,4.17,4.35,NA,1.11,NA,NA,1.10,NA,NA,.76,NA,NA,1.09,NA,NA,65.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,MKTX,"AMTD: Assuming Coverage","Howard Chen",Susan Roth ,31 Dec 2003,-2.20,1.72,.62,-1.65,.10,.08,-.59,1.47,.15,.40,.31,.17,-.36,.08,.21,18.00,NEUTRAL,YES,MARKETWEIGHT,Brokerage & Multinational Banks,
14 Jan 2005,STX,"Seagate Technology Earnings Model","Rob Semple",,30 Jun 2004,.88,0.81,1.01,.40,.08,NA,.41,.25,NA,.07,.27,NA,.01,.22,NA,22.00,OUTPERFORM,NA,MARKET WEIGHT,PC Supply Chain and Distribution,
14 Jan 2005,SBRY.L,"SBRY.L: Sainsbury (J) - Christmas trading statement","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell David Jeary ,31 Mar 2004,26.7,9.0,9.8,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,225.0,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
14 Jan 2005,TSCO.L,"SBRY.L: Sainsbury (J) - Christmas trading statement","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
14 Jan 2005,ABC,"CAH: Manufacturer Drops Cardinal - Why? and What's Next?","Kevin Berg",Michael Glynn ,30 Sep 2004,3.96,3.80,4.20,.95,.64,NA,1.24,1.16,NA,1.02,1.05,NA,.75,.96,NA,57.00,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
14 Jan 2005,MCK,"CAH: Manufacturer Drops Cardinal - Why? and What's Next?","Kevin Berg",Michael Glynn ,31 Mar 2004,2.09,1.95,2.27,.53,.48,0,.52,.27,0,.41,.49,0,.63,.71,0,29.00,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
14 Jan 2005,CAH,"CAH: Manufacturer Drops Cardinal - Why? and What's Next?","Kevin Berg",Michael Glynn ,30 Jun 2004,3.54,3.49,4.04,0.75,0.61,0,0.85,0.81,0,0.98,1.05,0,0.97,1.03,0,50.0,NEUTRAL,NO,MARKETWEIGHT,US Healthcare Technology and Distribution,
14 Jan 2005,BBT,"BBT: First Impressions","Christopher Mutascio",Brian Zabora ,31 Dec 2003,2.77,2.81,3.15,0.7,0.6,NA,0.71,0.72,NA,0.68,0.74,NA,0.69,0.75,NA,42.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
14 Jan 2005,MXT,"MXT: December Trust Data","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,-3.27,0.0,0.7,-1.62,0.47,0,-0.6,-1.4,0,-1.48,0.48,0,0.39,-.00,0,11.0,NEUTRAL,YES,MARKETWEIGHT,Specialty Finance,
14 Jan 2005,HD,"HD: Analyst Meeting Overview","Jack Murphy",Teresa Ging ,31 Jan 2004,1.88,2.26,2.58,0.39,0.49,0.57,0.56,0.7,0.79,0.5,0.6,0.67,0.42,0.47,0.55,52.0,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
14 Jan 2005,HD,"Home Depot Earnings Model","Jack Murphy",,31 Jan 2004,1.88,2.26,2.58,.39,.49,.57,.56,.70,.79,.50,.60,.67,.42,.47,.55,52.00,OUTPERFORM,NA,MARKET WEIGHT,Hardlines Retailing,
14 Jan 2005,MFE,"McAfee Inc. Earnings Model","Philip Winslow",,31 Dec 2003,.65,.58,0.58,.13,.11,.19,.12,.08,.24,.15,.18,.27,.27,.22,.36,29.00,OUTPERFORM,NA,OVERWEIGHT,Enterprise Infrastructure Software,
14 Jan 2005,AVX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,ARW,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,KEM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,VSH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,TTMI,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
14 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,MERX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 May 2004,0,-.14,.25,-.09,-.07,.02,.03,.02,.06,.12,-.08,.06,-.05,-.01,.10,10.50,NEUTRAL,YES,MARKETWEIGHT,Electronic Components,
14 Jan 2005,APH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.81,2.13,.27,.40,.50,.30,.45,.53,.32,.47,.53,.37,.50,.58,34.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
14 Jan 2005,SLR,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,BHE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,PLXS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,SANM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
14 Jan 2005,CHTR,"CHTR: Assuming Coverage","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-0.78,-13.92,-2.19,-0.61,-0.99,NA,-0.12,-1.38,NA,0.07,-10.88,NA,-0.19,-0.65,NA,1.0,UNDERPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
14 Jan 2005,HSBA.L,"AM Call: European Wholesale Banks - Emphasizing efficiency","Carrie Hart",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,.60,1.11,1.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,985.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,CAGR.PA,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,1.79,2.17,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,BNPP.PA,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,4.10,4.85,4.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,59.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,SOGN.PA,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,5.01,7.08,7.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,HVMG.F,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,YES,OVERWEIGHT,Banks,
14 Jan 2005,CBKG.F,"AM Call: European Wholesale Banks - Emphasizing efficiency","Ivan Vatchkov",Alastair MacIntosh Marc Rubinstein ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,DBKGn.F,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,UBSN.VX,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,6.43,8.55,8.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,SEBa.ST,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,8.13,10.08,10.92,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,127.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,AAH.AS,"AM Call: European Wholesale Banks - Emphasizing efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,GM,"General Motors Corp. Earnings Model","Chris Ceraso",,31 Dec 2004,6.18,4.43,6.1,2.25,.96,NA,2.36,1.65,NA,.78,.47,NA,.79,1.32,NA,42.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
14 Jan 2005,MXIM,"MXIM: Better Bookings","Michael Masdea",,30 Jun 2004,1.2,1.63,1.66,0.25,0.42,0.4,0.28,0.41,0.41,0.31,0.4,0.41,0.36,0.4,0.44,52.0,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor Devices,
14 Jan 2005,HOC,"Holly Corp. Earnings Model","Mark Flannery",,31 Dec 2003,1.65,2.96,1.64,-.17,.43,.29,.56,1.55,.49,.86,.37,.47,-.04,.62,.40,26.0,NEUTRAL,NA,MARKET WEIGHT,Independent Refiners,
14 Jan 2005,INTB.BR,"INTB.BR: Inbev - Year end trading update: Ambev shines","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.45,1.76,1.95,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.5,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
14 Jan 2005,CAGR.PA,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,1.79,2.17,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,BNPP.PA,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,4.10,4.85,4.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,59.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,SOGN.PA,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,5.01,7.08,7.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,HVMG.F,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,YES,OVERWEIGHT,Banks,
14 Jan 2005,CBKG.F,"AM Call: European Wholesale Banks - Emphasising efficiency","Ivan Vatchkov",Alastair MacIntosh Marc Rubinstein ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,DBKGn.F,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,UBSN.VX,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,6.43,8.55,8.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,SEBa.ST,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Ivan Vatchkov Alastair MacIntosh ,31 Dec 2003,8.13,10.08,10.92,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,127.00,NEUTRAL,NO,OVERWEIGHT,Banks,
14 Jan 2005,AAH.AS,"AM Call: European Wholesale Banks - Emphasising efficiency","Marc Rubinstein",Alastair MacIntosh Ivan Vatchkov ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
14 Jan 2005,FLYR,"FLYR: Lowering Est's for Contingent Conv. Debt","Scott Barry",Edward Loh ,31 Dec 2003,1.06,1.13,1.21,0.3,0.31,NA,0.27,0.42,NA,0.38,0.26,NA,0.12,0.14,NA,12.0,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
14 Jan 2005,GET.L,"Worldofood","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.45,.37,.44,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,600.00,UNDERPERFORM,NO,OVERWEIGHT,Food Producers & Processors,
14 Jan 2005,OREP.PA,"Worldofood","Guillaume Dalibot",Charlie Mills ,31 Dec 2003,2.45,2.50,2.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,UNDERPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
14 Jan 2005,VAL,"VAL: CEO Succession Planning Announced","John McNulty",Keith Siegner ,31 Oct 2004,2.73,2.99,3.35,0.35,0.33,0.45,0.74,0.78,0.89,0.87,0.95,1.03,0.77,0.93,0.98,59.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
14 Jan 2005,IMCL,"IMCL: NIH To Revise Protocol For Phase 3 Erbitux Trial","Mark Augustine",Michele Park Richard Troyer ,31 Dec 2003,-1.52,1.7,1.51,NA,0.76,NA,NA,0.29,NA,NA,0.45,0,NA,0.3,NA,65.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
14 Jan 2005,BBT,"BBT: Follow up","Christopher Mutascio",Brian Zabora ,31 Dec 2004,2.81,3.13,3.13,0.6,NA,NA,0.72,NA,NA,0.74,NA,NA,0.75,NA,NA,42.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
14 Jan 2005,ADS,"ADS: Updated Model","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,1.02,1.51,1.83,0.21,0.43,0.46,0.24,0.37,0.44,0.28,0.36,0.45,0.3,0.35,0.48,44.0,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
14 Jan 2005,IVX,"IVX: Adjusting EPS Estimates","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,0.39,0.69,0.81,0.11,0.16,0.2,0.08,0.18,0.2,0.08,0.17,0.2,0.12,0.18,0.22,17.5,NEUTRAL,NO,OVERWEIGHT,Specialty Pharmaceuticals,
14 Jan 2005,TEVA,"TEVA: Adjusting EPS Estimates","Kenneth Kulju",Chris Schott Tania Dimitrova ,31 Dec 2003,1.03,1.39,1.57,0.24,0.31,0.37,0.24,0.34,0.38,0.25,0.37,0.39,0.3,0.37,0.42,39.0,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
14 Jan 2005,MCD,"MCD: Keeping McTrain On McTrack","Janice Meyer",Stacey Brodbar ,31 Dec 2003,1.44,1.93,2.0,0.29,0.4,0.42,0.37,0.47,0.52,0.43,0.61,0.58,0.35,0.45,0.48,35.0,OUTPERFORM,NO,OVERWEIGHT,Restaurants,
14 Jan 2005,WEN,"MCD: Keeping McTrain On McTrack","Janice Meyer",Stacey Brodbar ,31 Dec 2003,2.05,2.11,2.40,.38,.45,.47,.53,.62,.68,.58,.60,.68,.56,.44,.57,36.00,NEUTRAL,NO,OVERWEIGHT,Restaurants,
14 Jan 2005,YUM,"MCD: Keeping McTrain On McTrack","Janice Meyer",Stacey Brodbar ,31 Dec 2003,2.06,2.35,2.62,.39,.47,.49,.40,.55,.60,.53,.61,.69,.69,.72,.84,49.00,OUTPERFORM,NO,OVERWEIGHT,Restaurants,
14 Jan 2005,WPI,"WPI: Adjusting EPS Estimates","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,1.72,1.68,1.89,0.4,0.46,0.48,0.44,0.37,0.47,0.44,0.42,0.46,0.44,0.43,0.48,37.0,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
14 Jan 2005,IPXL,"IPXL: Adjusting EPS Estimates","Chris Schott",Kenneth Kulju Jessica Li Tania Dimitrova ,31 Dec 2003,-0.28,0.25,0.86,-0.07,0.08,0.19,-0.05,0.01,0.19,-0.07,0.02,0.22,-0.09,0.15,0.26,22.0,OUTPERFORM,YES,OVERWEIGHT,Specialty Pharmaceuticals,
17 Jan 2005,LOGN.S,"AM Call: LOGN.S Logitech - Preview Q3 FY 2005 results due...","Christoph Gretler",,31 Mar 2004,2.64,2.76,3.2,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,70.0,OUTPERFORM,NO,UNDERWEIGHT,Technology Hardware & Equipment,
17 Jan 2005,STEC.BK,"Asian Daily: Thailand - Sino Thai. Upgrade to OUTPERFORM","Christoph Gretler",Mon Siriwatwechakul ,31 Dec 2003,0.64,0.5,1.22,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.30,OUTPERFORM,NA,NA,NA,
17 Jan 2005,ITD.BK,"Asian Daily: Thailand - Italian-Thai Developments. OUTPERFORM","Christoph Gretler",Mon Siriwatwechakul ,31 Dec 2003,0.25,0.66,1.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.70,OUTPERFORM,NA,NA,NA,
17 Jan 2005,005930.KS,"Asian Daily: South Korea - Samsung Electronics. OUTPERFORM","MS Hwang",,31 Dec 2003,33513.0,40542.0,54385.0,6344.68,17681.54,9926.50,6357.48,17603.49,9746.25,10346.96,15130.54,10119.18,10463.71,10886.96,10749.91,520000.00,OUTPERFORM,NA,NA,NA,
17 Jan 2005,001040.KS,"Asian Daily: South Korea - CJ Corporation. Maintain OUTPERFORM","Sonia Kim",,31 Dec 2003,7082.0,7473.0,9315.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,82000.00,OUTPERFORM,NA,NA,NA,
17 Jan 2005,SGXL.SI,"Asian Daily: Singapore - Singapore Exchange Limited.UNDERPERFORM","Roger Lum",Melissa Bon ,30 Jun 2004,0.13,0.11,0.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.61,UNDERPERFORM,NA,NA,NA,
17 Jan 2005,AGRN.SI,"Asian Daily: Singapore - Allgreen Properties. UNDERPERFORM","Ernest Fong",Melissa Bon ,31 Dec 2003,0.06,0.05,0.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.05,UNDERPERFORM,NA,NA,NA,
17 Jan 2005,0066.HK,"Asian Daily: Hong Kong - MTR Corporation. Maintain UNDERPERFORM","Gary Chan",Peter Hilton Andrew Lee ,31 Dec 2003,0.85,0.6,0.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.50,UNDERPERFORM,NA,NA,NA,
17 Jan 2005,600660.SS,"Asian Daily: China - Fuyao Glass Industries Company. OUTPERFORM","Jeannie Cheung",Stanley Wong ,31 Dec 2003,0.32,0.6,0.8,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.00,OUTPERFORM,NA,NA,NA,
17 Jan 2005,BGY.L,"Revised: British Energy","Jason Goddard",Roger Reynolds Nicolas Froissart ,31 Mar 2004,-5.1,-3.9,31.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,262.0,RESTRICTED,YES,MARKET WEIGHT,Utilities,
17 Jan 2005,PSON.L,"CSFB Media Daily - Monday 17 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
17 Jan 2005,UBM.L,"CSFB Media Daily - Monday 17 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.23,.31,.38,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,520.00,UNDERPERFORM,NO,OVERWEIGHT,Media,
17 Jan 2005,BSY.L,"CSFB Media Daily - Monday 17 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
17 Jan 2005,ITV.L,"CSFB Media Daily - Monday 17 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
17 Jan 2005,NBGr.AT,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,1.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Banks,
17 Jan 2005,SARAn.S,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2000,114.79,153.71,177.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2170.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,BANI.MI,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.03,.12,.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.75,UNDERPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,UBSN.VX,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,6.43,8.55,8.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,BBVA.MC,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.80,.95,1.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.90,OUTPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,BTO.MC,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
17 Jan 2005,BKT.MC,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,1.50,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,VONN.S,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,1.71,2.06,2.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,30.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
17 Jan 2005,BAER.VX,"CSFB Breakfast Banker - Monday 17 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,7.90,20.70,24.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,NEUTRAL,NO,OVERWEIGHT,Banks,
17 Jan 2005,BAER.VX,"BAER.VX: Julius Baer - Very Positive Surprise -  One Single ...","Thomas Kalbermatten",,31 Dec 2003,7.90,20.70,24.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,NEUTRAL,NO,OVERWEIGHT,Banks,
17 Jan 2005,EAD.PA,"Aerospace & Defence weekly - Monday 17 January 2005","Steve East",,31 Dec 2003,.96,1.31,1.59,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.30,UNDERPERFORM,NO,MARKETWEIGHT,Aerospace & Defence,
17 Jan 2005,GMKN.RTS,"GMKN.RTS: MMC Norilsk Nickel - Awaiting a gradual rerating","Mikhail Seleznev",,31 Dec 2003,4.09,9.48,7.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,66.0,OUTPERFORM,YES,NA,Metals and Mining,
17 Jan 2005,NOK1V.HE,"NOK1V.HE: Nokia - Q404 Preview","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,0.75,0.68,0.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.0,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
17 Jan 2005,KOMn.S,"KOMN.S: Komax - Preview preliminary FY 2005 results due 24 Jan..","Thomas Kalbermatten",,31 Dec 2003,6.58,7.32,8.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,128.00,OUTPERFORM,NO,UNDERWEIGHT,Automobiles & Components,
17 Jan 2005,CGEP.PA,"ERICb.ST: Ericsson - Q404 Preview","Eiji Aono",Kulbinder Garcha ,31 Dec 2003,-1.15,.65,.82,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
17 Jan 2005,ERICb.ST,"ERICb.ST: Ericsson - Q404 Preview","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,-0.58,1.28,1.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.0,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunications Equipment,
17 Jan 2005,NOK1V.HE,"ERICb.ST: Ericsson - Q404 Preview","Kulbinder Garcha",Eiji Aono ,31 Dec 2003,.75,.68,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.00,OUTPERFORM,NO,MARKETWEIGHT,Telecommunications Equipment,
17 Jan 2005,CPG.L,"EXHO.PA: Sodexho - McReynolds looms","Andrew Grobler",Rob Harris Andrew Chu ,30 Sep 2003,.21,.21,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,210.00,UNDERPERFORM,NO,MARKETWEIGHT,Support Services,
17 Jan 2005,EXHO.PA,"EXHO.PA: Sodexho - McReynolds looms","Rob Harris",Andrew Grobler Andrew Chu ,31 Aug 2003,1.41,1.54,1.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.0,UNDERPERFORM,NO,MARKETWEIGHT,Support Services,
17 Jan 2005,CPG.L,"CPG.L: Compass Group - Indigestion","Andrew Grobler",Rob Harris Rob Harris Andrew Chu ,30 Sep 2003,20.75,21.11,21.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,210.0,UNDERPERFORM,NO,MARKETWEIGHT,Support Services,
17 Jan 2005,EXHO.PA,"CPG.L: Compass Group - Indigestion","Rob Harris",Andrew Grobler Andrew Chu ,31 Aug 2003,1.41,1.54,1.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,MARKETWEIGHT,Support Services,
17 Jan 2005,LEA,"Lear Corporation Earnings Model","Chris Ceraso",,31 Dec 2004,6.02,5.28,6.78,1.30,.62,NA,1.65,1.68,NA,1.32,1.31,NA,1.76,1.99,NA,57.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
17 Jan 2005,MGA,"Magna International Earnings Model","Chris Ceraso",,31 Dec 2004,7.10,8.4,9.45,1.84,2.01,NA,1.93,2.25,NA,1.37,1.69,NA,1.72,2.42,NA,95.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
17 Jan 2005,YAR.OL,"AM Call: YAR.OL: Yara International ASA - It's got legs","Neil Tyler",Andrew Stott Fraser Hill Catherine Haynes ,31 Dec 2003,6.89,10.41,9.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,85.00,Outperform,YES,UNDERWEIGHT,Chemicals,
17 Jan 2005,TIE1V.HE,"CSFB IT Services Demand Barometer","Benjamin Berenson",Matthew Hammond James Clark ,31 Dec 2003,1.27,1.49,1.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,29.00,OUTPERFORM,NO,OVERWEIGHT,Software & Services,
17 Jan 2005,TIE1V.HE,"AM Call: CSFB IT Services Demand Barometer - Dec results: ...","Benjamin Berenson",Matthew Hammond James Clark ,31 Dec 2003,1.27,1.49,1.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,29.00,OUTPERFORM,NO,OVERWEIGHT,Software & Services,
17 Jan 2005,INTB.BR,"Global Beverage Focus - Weekly Update on Beverages around...","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.45,1.76,1.95,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.50,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
17 Jan 2005,FGL.AX,"Global Beverage Focus - Weekly Update on Beverages around...","Larry Gandler",,30 Jun 2004,.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Consumer Staples,
17 Jan 2005,SRP.AX,"Global Beverage Focus - Weekly Update on Beverages around...","Larry Gandler",,30 Jun 2004,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Consumer Staples,
17 Jan 2005,CKSN.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.01,.03,.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,FKI.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2003,.10,.11,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,UNDERPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,GKN.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",Patrick Marshall ,31 Dec 2003,.23,.20,.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
17 Jan 2005,HLMA.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2004,.10,.10,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,170.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,ISYS.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2003,.04,-.01,.01,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,UNDERPERFORM,YES,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SPX.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.40,.41,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,600.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,TOMK.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.18,.20,.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,300.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,VWS.CO,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.44,.88,1.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,80.00,UNDERPERFORM,YES,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SXS.L,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,.32,.36,.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,480.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,ABBN.VX,"ELUXB.ST: Electrolux - Focus on fundamentals","Julian Mitchell",Patrick Marshall ,31 Dec 2003,-.60,.17,.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.70,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
17 Jan 2005,ALFA.ST,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,9.27,8.77,9.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SCHN.PA,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,2.79,3.42,4.00,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,62.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,METG.F,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,30 Sep 2003,.42,1.16,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.50,RESTRICTED,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SIEGn.DE,"ELUXB.ST: Electrolux - Focus on fundamentals","Julian Mitchell",,30 Sep 2004,2.96,3.92,4.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SKFb.ST,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,20.75,25.45,25.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,310.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,SAND.ST,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,12.86,19.06,21.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,270.00,NEUTRAL,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,ELUXb.ST,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Dec 2003,16.11,10.88,8.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.0,UNDERPERFORM,NO,MARKETWEIGHT,Capital Goods,
17 Jan 2005,HDDG.F,"ELUXB.ST: Electrolux - Focus on fundamentals","Patrick Marshall",,31 Mar 2004,-1.24,.76,2.26,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,OUTPERFORM,YES,MARKETWEIGHT,Capital Goods,
17 Jan 2005,BWA,"BWA: Raising Estimates and Target Price","Chris Ceraso",Erin Silverman ,31 Dec 2004,3.62,4.76,5.51,0.91,1.0,NA,0.97,1.1,NA,0.79,0.93,NA,0.95,1.18,NA,51.0,NEUTRAL,NO,UNDERWEIGHT,Automotive,
17 Jan 2005,RIG,"RIG: Deepwater High Mark; Reiterate Outperform","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,0.2,0.39,1.47,0.15,0.14,0.23,-0.06,0.08,0.38,0.06,0.08,0.41,0.06,0.1,0.46,53.0,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
17 Jan 2005,WOS.L,"WOS.L: Wolseley - Another strong increase","Roger Collison",David Brock Raymond Tay ,31 Jul 2004,74.02,87.03,92.67,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1300.0,OUTPERFORM,NA,UNDERWEIGHT,Building Materials & Construction,
18 Jan 2005,T,"AT&T Corporation Earnings Model","Ido Cohen",Steven Glik ,31 Dec 2003,2.18,1.64,1.95,.62,.21,NA,.64,.14,NA,.58,.75,NA,.34,.57,NA,15.0,UNDERPERFORM,NA,MARKET WEIGHT,Telecommunication Services,
18 Jan 2005,MCIP,"MCI Inc. Earnings Model","Ido Cohen",Steven Glik ,31 Dec 2003,67.07,-0.8,0.5,.19,-1.20,NA,-.01,-.21,NA,-.16,.09,NA,66.37,.52,NA,13.0,UNDERPERFORM,NA,MARKET WEIGHT,Telecommunication Services,
18 Jan 2005,TOL,"Toll Brothers Earnings Model","Ivy Zelman",,31 Oct 2004,5.04,8.00,8.0,.62,1.17,NA,.89,1.71,NA,1.31,2.02,NA,2.22,3.11,NA,68.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
18 Jan 2005,2317.TW,"Asian Daily: Taiwan - Hon Hai Precision. OUTPERFORM","Alison Yip",James Chiu ,31 Dec 2003,7.9,11.8,14.2,1.66,1.93,2.31,1.86,2.17,2.49,2.16,2.44,2.98,2.28,2.88,3.34,160.00,OUTPERFORM,NA,NA,NA,
18 Jan 2005,9933.TW,"Asian Daily: Taiwan - CTCI. Initiating coverage with OUTPERFORM","Jim Hung",,31 Dec 2003,1.44,1.54,1.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,23.00,OUTPERFORM,NA,NA,NA,
18 Jan 2005,2526.TW,"Asian Daily: Taiwan - CEC. Initiating coverage with OUTPERFORM","Jim Hung",,31 Dec 2003,1.16,1.68,1.88,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,OUTPERFORM,NA,NA,NA,
18 Jan 2005,SIAL.SI,"Asian Daily: Singapore - Singapore Airlines. Maintain OUTPERFORM","Peter Hilton",Felix Rusli ,31 Mar 2004,0.7,1.06,1.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.75,OUTPERFORM,NA,NA,NA,
18 Jan 2005,CREA.SI,"Asian Daily: Singapore - Creative Technology. UNDERPERFORM","Keng Hock Lim",,30 Jun 2004,1.66,0.71,0.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,UNDERPERFORM,NA,NA,NA,
18 Jan 2005,ROAD.KL,"Asian Daily: Malaysia - Road Builder (M) Hldgs Bhd. OUTPERFORM","Danny Goh",,30 Jun 2004,0.18,0.26,0.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.36,OUTPERFORM,NA,NA,NA,
18 Jan 2005,0013.HK,"Asian Daily: Hong Kong - Hutchison Whampoa. Maintain OUTPERFORM","Peter Hilton",Gary Chan ,31 Dec 2003,3.36,3.61,4.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,82.00,OUTPERFORM,NA,NA,NA,
18 Jan 2005,1110.HK,"Asian Daily: China - CNAC. Downgrade to NEUTRAL","Peter Hilton",Karen Chan ,31 Dec 2003,-0.01,0.14,0.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.92,NEUTRAL,NA,NA,NA,
18 Jan 2005,0857.HK,"Asian Daily: China - PetroChina - H. Upgrade to NEUTRAL","Prashant Gokhale",Edwin Pang ,31 Dec 2003,0.4,0.6,0.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,4.05,NEUTRAL,NA,NA,NA,
18 Jan 2005,AXL,"AXL: New Business Wins Prop Up Outlook for AXL","Chris Ceraso",Erin Silverman ,31 Dec 2004,3.44,2.55,3.53,0.94,0.51,NA,1.02,0.75,NA,0.68,0.54,NA,0.8,0.75,NA,30.0,NEUTRAL,NA,UNDERWEIGHT,Automotive,
18 Jan 2005,CPT,"GBP: Why Gables Won't be Sold Soon","Andrew Rosivach",Jessica Tully ,31 Dec 2004,3.24,3.58,3.41,.84,1.12,.84,.79,.81,.85,.76,.80,.84,.85,.84,.89,45.00,NEUTRAL,NO,MARKETWEIGHT,REITS,
18 Jan 2005,HTG,"GBP: Why Gables Won't be Sold Soon","Andrew Rosivach",Jessica Tully ,31 Dec 2003,2.75,2.73,2.80,.70,.69,.70,.65,.66,.70,.66,.70,.72,.73,.68,.72,32.00,NEUTRAL,NO,MARKETWEIGHT,REITS,
18 Jan 2005,GBP,"GBP: Why Gables Won't be Sold Soon","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.39,2.06,2.16,.65,.56,.55,.61,.56,.59,.60,.54,.57,.53,.54,.59,28.00,UNDERPERFORM,NO,MARKETWEIGHT,REITS,
18 Jan 2005,KEM,"Tech Hardware & Equip: The EMS Express: Weekly Update - 1/18/05","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,SLR,"Tech Hardware & Equip: The EMS Express: Weekly Update - 1/18/05","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,FLEX,"Tech Hardware & Equip: The EMS Express: Weekly Update - 1/18/05","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,BHE,"Tech Hardware & Equip: The EMS Express: Weekly Update - 1/18/05","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,SPW,"AM CALL: SPW: What's Next?","Nicole Parent",,31 Dec 2003,3.41,1.38,2.4,0.5,0,NA,0.66,0,NA,0.98,0,NA,1.3,0,NA,38.0,NEUTRAL,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
18 Jan 2005,TER,"TER: Previewing 4Q(Dec.)","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-0.55,0.83,0.15,-0.26,0.2,0,-0.19,0.39,0.02,-0.14,0.21,0.05,0.04,0.18,0.09,14.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
18 Jan 2005,AGS.L,"CSFB Media Daily - Tuesday 18 January 2005","Frederik Kooij",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.05,.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,NEUTRAL,NO,OVERWEIGHT,Media,
18 Jan 2005,BSY.L,"CSFB Media Daily - Tuesday 18 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
18 Jan 2005,YELL.L,"CSFB Media Daily - Tuesday 18 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Giasone Salati Simon Mays-Smith ,31 Mar 2004,.25,.30,.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,440.00,NEUTRAL,NO,OVERWEIGHT,Media,
18 Jan 2005,LAGA.PA,"CSFB Media Daily - Tuesday 18 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,3.06,3.86,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,54.00,NEUTRAL,NO,OVERWEIGHT,Media,
18 Jan 2005,PG.MI,"CSFB Media Daily - Tuesday 18 January 2005","Geoffroy Decarbonnieres",Giasone Salati Simon Mays-Smith Nick Bertolotti Neil Shelton ,31 Dec 2003,.03,.03,.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,.29,NEUTRAL,NO,OVERWEIGHT,Media,
18 Jan 2005,ITV.L,"CSFB Media Daily - Tuesday 18 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
18 Jan 2005,BCPN.IN,"CSFB Breakfast Banker - Tuesday 18 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.14,.15,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.00,NEUTRAL,NO,OVERWEIGHT,Banks,
18 Jan 2005,BB.L,"CSFB Breakfast Banker - Tuesday 18 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.30,.32,.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,385.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
18 Jan 2005,HVMG.F,"CSFB Breakfast Banker - Tuesday 18 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,-.88,.56,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
18 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Tuesday 18 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
18 Jan 2005,CRDI.MI,"CSFB Breakfast Banker - Tuesday 18 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.33,.34,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.90,NEUTRAL,NO,OVERWEIGHT,Banks,
18 Jan 2005,SOIT.LN,"SOIT.LN Soitec - FQ3 sales: Forex hit","Antoine Badel",Jean Danjou ,31 Mar 2004,-0.64,-0.12,0.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.5,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
18 Jan 2005,LOG.L,"AM Call: LOG.L LogicaCMG - Update in line","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,9.2,7.36,10.6,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,160.0,NEUTRAL,YES,OVERWEIGHT,Software & Services,
18 Jan 2005,HMV.L,"HMV.L: HMV - Interim results; Christmas trading","David Jeary",Sally Ronald Nicolas Regnier Tony Shiret ,30 Apr 2004,.20,.22,.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,280.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
18 Jan 2005,NBR,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,1.26,1.89,2.80,.31,.46,.69,.19,.27,.54,.33,.48,.71,.42,.63,.86,61.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,PDE,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.28,.20,.50,.03,.03,.11,.09,.06,.12,.12,.06,.12,.03,.05,.15,26.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,NE,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Bradley Ruhoff ,31 Dec 2003,1.23,1.08,2.32,.30,.21,.43,.33,.26,.56,.40,.23,.64,.20,.38,.69,55.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,PTEN,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.33,.64,1.18,.03,.12,.23,.07,.12,.27,.10,.18,.32,.13,.22,.35,23.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,THE,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,NA,-.46,.49,NA,-.41,.08,NA,-.14,.11,NA,-.04,.11,NA,.05,.19,21.00,NEUTRAL,YES,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,DO,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-.36,.05,1.75,-.17,-.09,.30,-.13,-.08,.40,-.08,.07,.49,.01,.14,.56,46.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,HP,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,30 Sep 2003,.35,.70,1.20,.01,.13,.26,.05,.12,.27,.16,.09,.31,.13,.36,.35,35.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,RDC,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-.08,.24,1.10,-.18,-.11,.23,-.07,-.02,.27,.12,.15,.29,.05,.20,.31,29.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,CKH,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.77,.34,1.35,.25,-.16,NA,.37,.01,NA,.15,.18,NA,-.01,.31,NA,50.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,TDW,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Bradley Ruhoff ,31 Mar 2004,1.04,1.15,1.84,.32,.23,NA,.22,.29,NA,.32,.33,NA,.18,.30,NA,34.00,UNDERPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,RIG,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.20,.39,1.47,.15,.14,.23,-.06,.08,.38,.06,.08,.41,.06,.10,.46,53.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,ATW,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,30 Sep 2003,-0.92,0.54,1.44,0.07,-0.14,0.42,0.04,0.03,0.21,-0.01,0.4,0.32,-1.03,0.24,0.49,66.0,NEUTRAL,YES,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,ESV,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.70,.66,1.50,.17,.14,.22,.18,.12,.35,.18,.17,.46,.17,.23,.46,40.00,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,GW,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-.16,.05,.23,-.05,-.03,.05,-.05,0,.05,-.04,.03,.06,-.01,.04,.07,6.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,GSF,"AM CALL: ATW: Upgrading to Neutral: Raising Target to $66","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,.47,.31,1.38,.10,.01,.25,.20,-.01,.29,.06,.10,.40,.10,.21,.44,39.00,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,DDS,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,.08,.76,.22,.08,.64,.35,-.35,-.31,-.36,-.19,-.23,-.33,.54,.66,.56,15.00,UNDERPERFORM,YES,UNDERWEIGHT,Mall Anchors,
18 Jan 2005,KMRT,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Michael Exstein ,31 Jan 2001,.47,.15,.44,.05,-.02,.01,.05,-.04,.02,-.14,-.25,-.12,.48,.43,.52,0,HOLD,YES,NA,NA,
18 Jan 2005,S,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Shirley Lee Christina Lai ,31 Dec 2003,4.42,1.46,1.97,.60,-.09,-.25,.90,.24,.28,.84,-.29,-.04,2.24,1.67,2.05,37.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
18 Jan 2005,MAY,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.98,1.93,2.13,0.13,0.26,0.25,0.3,0.36,0.36,0.16,0.04,0.1,1.39,1.25,1.4,30.0,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
18 Jan 2005,SKS,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,.64,.57,.86,.09,.17,.18,-.20,-.19,-.16,.05,-.05,.09,.70,.65,.75,11.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
18 Jan 2005,JCP,"AM CALL: MAY: CEO Resigned; Issue of a Potential Combination","Michael Exstein",Shirley Lee Christina Lai ,31 Jan 2004,1.21,2.15,2.98,.05,.38,.53,-.03,.23,.34,.31,.50,.77,.83,1.05,1.39,40.00,NEUTRAL,NO,UNDERWEIGHT,Mall Anchors,
18 Jan 2005,BWA,"BorgWarner Inc. Earnings Model","Chris Ceraso",,31 Dec 2004,3.62,4.76,5.51,.91,1.15,NA,.97,1.23,NA,.79,1.06,NA,.95,1.32,NA,51.0,NEUTRAL,NA,UNDERWEIGHT,Automotive,
18 Jan 2005,AXL,"American Axle & Manufacturing Holdings Inc. Earnings Model","Chris Ceraso",,31 Dec 2004,3.44,2.55,3.53,.94,.51,NA,1.02,.75,NA,.68,.54,NA,.80,.75,NA,30.0,NEUTRAL,NA,UNDERWEIGHT,Automotive,
18 Jan 2005,SPW,"SPX Corporation Earnings Model","Nicole Parent",Frederic Dassori ,31 Dec 2003,3.41,1.38,2.4,.50,0,NA,.66,0,NA,.98,0,NA,1.30,0,NA,38.0,NEUTRAL,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
18 Jan 2005,ATW,"Atwood Oceanics Inc. Earnings Model","Ken Sill",Arun Jayaram ,30 Sep 2003,-.92,0.54,1.44,.07,-.14,.42,.04,.03,.21,-.01,.40,.32,-1.03,.24,.49,66.00,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,HSY,"Hershey Foods Earnings Model","David Nelson",,31 Dec 2003,1.79,2.05,2.26,.37,.41,.45,.28,.33,.37,.57,.66,.73,.58,.65,.72,53.0,NEUTRAL,NA,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,AMTD,"AMTD: First Impressions","Howard Chen",Susan Roth ,30 Sep 2004,0.64,0.75,0.8,0.17,0.22,NA,0.19,0.15,NA,0.15,0.19,NA,0.14,0.22,NA,14.5,NEUTRAL,YES,MARKETWEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,WPI,"Watson Pharmaceuticals Earnings Model","Chris Schott",Kenneth Kulju ,31 Dec 2003,1.72,1.68,1.89,.40,.46,.48,.44,.37,.47,.44,.42,.46,.44,.43,.48,37.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
18 Jan 2005,IPXL,"Impax Laboratories Inc. Earnings Model","Chris Schott",Kenneth Kulju ,31 Dec 2003,-.28,0.25,0.86,-.07,.08,.19,-.05,.01,.19,-.07,.02,.22,-.09,.15,.26,22.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
18 Jan 2005,KFT,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 Dec 2003,2.00,1.87,1.98,.49,.45,NA,.55,.46,NA,.46,.48,NA,.50,.48,NA,34.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,PBG,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Corey Horsch",Huong Belpedio ,31 Dec 2003,1.56,1.73,1.79,.14,.19,.12,.47,.53,.50,.67,.71,.72,.30,.30,.45,31.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,BUD,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Corey Horsch",Huong Belpedio ,31 Dec 2003,2.48,2.74,2.95,.57,.66,.68,.75,.83,.90,.80,.85,.92,.36,.40,.45,52.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,CPB,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 Jul 2004,1.58,1.66,1.79,.51,.56,NA,.57,.58,NA,.32,.33,NA,.18,.19,NA,23.00,UNDERPERFORM,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,CLX,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Lauren R. Lieberman",,30 Jun 2004,2.55,2.72,3.28,.60,.57,NA,.52,.53,NA,.59,.68,NA,.83,1.03,NA,59.00,NEUTRAL,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
18 Jan 2005,CCE,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Corey Horsch",Huong Belpedio ,31 Dec 2003,1.29,1.26,1.35,.05,.22,NA,.54,.48,NA,.55,.44,NA,.15,.12,NA,23.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,CL,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Lauren R. Lieberman",,31 Dec 2003,2.46,2.42,2.62,.56,.59,.60,.62,.66,.65,.63,.58,.67,.65,.60,.70,53.00,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
18 Jan 2005,GIS,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 May 2004,2.85,2.90,3.11,.62,.55,NA,.85,.99,NA,.64,.67,NA,.74,.69,NA,47.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,G,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Lauren R. Lieberman",,31 Dec 2003,1.34,1.67,1.88,.25,.37,.43,.33,.42,.46,.41,.47,.51,.35,.41,.47,41.00,UNDERPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
18 Jan 2005,HNZ,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,30 Apr 2004,2.20,2.33,2.46,.51,.55,NA,.54,.56,NA,.57,.59,NA,.58,.63,NA,35.00,UNDERPERFORM,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,HSY,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 Dec 2003,1.79,2.05,2.26,.37,.41,.45,.28,.33,.37,.57,.66,.73,.58,.65,.72,53.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,K,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 Dec 2003,1.92,2.12,2.30,.40,.53,NA,.50,.57,NA,.56,.59,NA,.46,.43,NA,46.00,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,KMB,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Lauren R. Lieberman",,31 Dec 2003,3.28,3.54,3.84,.77,.88,.97,.79,.88,.97,.82,.87,.94,.88,.91,.95,75.00,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
18 Jan 2005,MKC,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,30 Nov 2003,1.43,1.55,1.72,.24,.27,NA,.27,.29,NA,.29,.33,NA,.60,.66,NA,34.00,NEUTRAL,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,PEP,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Corey Horsch",Huong Belpedio ,31 Dec 2003,2.06,2.32,2.54,.40,.46,0,.55,.61,0,.59,.66,0,.53,.59,0,63.00,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,KO,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Corey Horsch",Huong Belpedio ,31 Dec 2003,1.95,1.99,2.06,.37,.46,NA,.57,.64,NA,.55,.50,NA,.46,.39,NA,43.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,MO,"Packaged Foods: CSFB Consumer Staples Grocery Bag","Huong Belpedio",Corey Horsch ,31 Dec 2003,4.90,4.69,4.95,1.07,1.16,NA,1.26,1.25,NA,1.24,1.24,NA,1.07,1.04,NA,67.00,OUTPERFORM,NO,MARKETWEIGHT,Tobacco,
18 Jan 2005,DF,"Packaged Foods: CSFB Consumer Staples Grocery Bag","David Nelson",Robert Moskow ,31 Dec 2003,2.05,2.03,2.23,.42,.45,.48,.56,.47,.52,.52,.46,.54,.56,.65,.69,37.00,OUTPERFORM,NO,UNDERWEIGHT,Packaged Foods,
18 Jan 2005,TEVA,"Teva Pharmaceutical Industries Earnings Model","Kenneth Kulju",Chris Schott ,31 Dec 2003,1.03,1.39,1.57,.25,.32,.39,.25,.35,.40,.26,.38,.40,.31,.39,.44,39.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
18 Jan 2005,IVX,"Ivax Corp Earnings Model","Chris Schott",Kenneth Kulju ,31 Dec 2003,.39,0.69,0.81,.11,.16,.20,.08,.18,.20,.08,.17,.20,.12,.18,.22,17.50,NEUTRAL,NA,OVERWEIGHT,Specialty Pharmaceuticals,
18 Jan 2005,ABT,"ABT: 4Q04 -- First Impressions","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.05,2.28,2.52,0.47,0.53,NA,0.47,0.54,NA,0.49,0.53,NA,0.62,0.67,NA,46.0,UNDERPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
18 Jan 2005,MDC,"MDC: Challenging 2005 Lies Ahead","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Dec 2004,8.79,9.15,9.15,1.38,2.05,NA,1.87,1.84,NA,2.36,2.38,NA,3.17,2.88,NA,71.0,NEUTRAL,NO,MARKETWEIGHT,Homebuilding,
18 Jan 2005,STT,"STT: First Impressions","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2003,2.33,2.48,2.85,0.44,0.67,NA,0.52,0.68,NA,0.66,0.55,NA,0.71,0.59,NA,48.0,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,GP,"GP: Earnings Miss and Lots of Charges","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,1.24,3.09,3.25,-0.04,0.63,0.55,0.25,0.91,0.9,0.59,0.89,1.02,0.52,0.65,0.77,35.0,NEUTRAL,NO,OVERWEIGHT,Paper Products,
18 Jan 2005,GBP,"Gables Residential Earnings Model","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.39,2.06,2.16,.65,.56,.55,.61,.56,.59,.60,.54,.57,.53,.54,.59,28.00,UNDERPERFORM,NA,MARKET WEIGHT,REITS,
18 Jan 2005,MDC,"M.D.C. Holdings Inc. Earnings Model","Ivy Zelman",,31 Dec 2004,8.79,9.15,9.15,1.38,2.05,NA,1.87,1.84,NA,2.36,2.38,NA,3.17,2.88,NA,71.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
18 Jan 2005,TTWO,"ERTS: EA & ESPN Ink Deal","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Oct 2003,2.27,1.45,2.20,1.22,.70,1.08,.35,-.33,-.13,.13,-.32,.10,.59,1.36,1.15,40.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
18 Jan 2005,ERTS,"ERTS: EA & ESPN Ink Deal","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,1.9,2.06,2.13,0.06,0.08,0,0.25,0.31,0,1.26,1.25,0,0.25,0.41,0,70.0,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
18 Jan 2005,TTWO,"Entertainment Software: EA Inks Deal with ESPN","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Oct 2003,2.27,1.45,2.2,1.22,0.7,1.08,0.35,-0.33,-0.13,0.13,-0.32,0.1,0.59,1.36,1.15,40.0,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
18 Jan 2005,ERTS,"Entertainment Software: EA Inks Deal with ESPN","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,1.90,2.06,2.13,.06,.08,0,.25,.31,0,1.26,1.25,0,.25,.41,0,70.00,OUTPERFORM,NO,OVERWEIGHT,Interactive Entertainment,
18 Jan 2005,ORLY,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy ,31 Dec 2003,1.84,2.17,2.55,.37,.49,.55,.50,.59,.69,.54,.60,.73,.43,.49,.58,48.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,AAP,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy ,30 Dec 2003,2.15,2.51,2.95,.48,.68,.79,.60,.70,.81,.61,.68,.80,.45,.46,.55,51.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,BBY,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,2.44,2.95,3.43,.21,.34,NA,.42,.53,NA,.37,.45,NA,1.42,1.63,NA,68.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,ODP,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy Teresa Ging ,31 Dec 2003,1.01,1.10,1.25,.33,.38,.41,.17,.23,.25,.29,.28,.33,.22,.21,.26,17.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,CAO,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy ,31 Jan 2004,1.08,1.13,1.42,.17,.28,.37,.30,.30,.38,.33,.32,.38,.29,.23,.29,15.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,BBBY,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty ,28 Feb 2004,1.31,1.61,1.90,.19,.27,NA,.32,.39,NA,.33,.40,NA,.47,.55,NA,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,AZO,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy ,31 Aug 2004,6.56,7.47,8.63,1.35,1.52,1.75,1.04,1.19,1.37,1.68,1.84,2.13,2.53,3.00,3.48,89.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,CC,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty ,29 Feb 2004,.11,.55,.68,-.14,-.01,NA,-.19,-.06,NA,-.14,-.03,NA,.57,.65,NA,14.00,NEUTRAL,YES,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,LOW,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,2.33,2.87,3.36,.53,.73,.85,.75,.90,1.05,.56,.65,.76,.50,.59,.70,75.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,RSH,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.74,2.09,2.35,.33,.41,NA,.32,.42,NA,.33,.43,NA,.77,.83,NA,30.00,UNDERPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,HD,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty Teresa Ging ,31 Jan 2004,1.88,2.26,2.58,.39,.49,.57,.56,.70,.79,.50,.60,.67,.42,.47,.55,52.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,LIN,"Specialty Hardlines: Weekly Review","Jack Murphy",Kevin Flaherty ,31 Dec 2003,1.70,1.40,1.93,.08,0,NA,.13,.02,NA,.47,.38,NA,1.02,1.00,NA,24.00,NEUTRAL,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,SPLS,"Specialty Hardlines: Weekly Review","Kevin Flaherty",Jack Murphy Teresa Ging ,31 Jan 2004,1.12,1.40,1.64,.18,.25,.30,.18,.24,.29,.33,.41,.48,.42,.50,.57,36.00,OUTPERFORM,NO,MARKETWEIGHT,Hardlines Retailing,
18 Jan 2005,AVX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,ARW,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,KEM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,VSH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,TTMI,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
18 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,MERX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 May 2004,0,-.14,.25,-.09,-.07,.02,.03,.02,.06,.12,-.08,.06,-.05,-.01,.10,10.50,NEUTRAL,YES,MARKETWEIGHT,Electronic Components,
18 Jan 2005,APH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.82,2.13,.27,.40,.50,.30,.45,.53,.32,.47,.53,.37,.51,.58,34.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,AVT,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,30 Jun 2004,1.03,1.36,1.65,.09,.30,.38,.21,.37,.45,.34,.34,.38,.40,.36,.44,20.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,MOLXE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Jun 2004,.92,1.25,1.45,.17,.29,NA,.21,.30,NA,.24,.32,NA,.30,.34,NA,30.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
18 Jan 2005,SLR,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,BHE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,PLXS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,SANM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
18 Jan 2005,PTMK,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,.39,-.20,-.00,-.00,-.08,-.05,-.03,-.05,-.02,.07,-.10,-.09,.35,.03,.16,2.50,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,PFGC,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.54,1.25,1.58,.34,.16,.26,.49,.39,.48,.44,.37,.45,.26,.33,.39,24.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,ABS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.50,1.38,1.45,.47,.15,.33,.43,.34,.33,.25,.30,.29,.35,.59,.50,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,CVS,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Dec 2003,2.07,2.14,2.64,.48,.59,NA,.49,.56,NA,.46,.44,NA,.64,.55,NA,43.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,GAP,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,21 Feb 2004,-3.07,-4.05,-3.11,-.53,-1.03,-.70,-1.62,-1.17,-.90,-.33,-.93,-.79,-.59,-.92,-.72,8.00,NEUTRAL,YES,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,KR,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Jan 2004,1.16,1.16,1.24,.46,.35,.40,.31,.21,.23,.16,.19,.19,.23,.41,.42,18.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,LDG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Jan 2004,.99,1.09,1.13,.24,.25,.26,.25,.27,.29,.14,.17,.16,.36,.40,.42,17.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,RAD,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,26 Feb 2004,.21,.27,.29,.03,.11,.10,-.02,.04,.05,.06,.05,.06,.13,.07,.08,3.50,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,SWY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,31 Dec 2003,1.83,1.30,1.55,.45,.16,.36,.48,.35,.34,.47,.28,.31,.43,.51,.54,16.00,UNDERPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,SYY,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,1.39,1.53,1.74,.32,.35,.40,.34,.38,.43,.30,.34,.39,.43,.46,.52,35.00,NEUTRAL,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,WAG,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown ,31 Aug 2004,1.31,1.53,1.75,.25,.31,NA,.41,.47,NA,.33,.38,NA,.32,.36,NA,45.00,OUTPERFORM,NO,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,WIN,"Food & Drug Retailing: Weekly Express Line","Jack Murphy",Jeff Brown Teresa Ging ,30 Jun 2004,-.23,-.13,-.11,.04,-.07,-.06,-.34,-.07,-.06,.03,.02,.01,.04,-.01,0,2.50,UNDERPERFORM,YES,UNDERWEIGHT,Food & Drug Retail,
18 Jan 2005,SAB.L,"SAB.L: SAB Miller Plc - Rock steady","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Mar 2004,0.75,1.02,1.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,970.0,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
18 Jan 2005,BOBJ.O,"AM Call: BOBJ.O/BOBJ.PA: Business Objects - Q4 results preview","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,.97,.99,1.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,20.00,NEUTRAL,YES,OVERWEIGHT,Software & Services,
18 Jan 2005,ADS,"Alliance Data Systems Corp. Earnings Model","Dris Upitis",Paul Bartolai ,31 Dec 2003,1.02,1.51,1.83,.21,.43,.46,.24,.37,.44,.28,.36,.45,.30,.35,.48,44.00,NEUTRAL,NA,MARKET WEIGHT,Computer Services & IT Consulting,
18 Jan 2005,MCDT,"MCDT: McDATA Acquires CNT","Andrew McCullough",Christopher Kelleher Peter Possemato ,31 Jan 2003,0.21,NA,NA,0.06,0.01,NA,0.1,0.02,NA,0.02,0.01,NA,0.03,NA,NA,-1.0,RESTRICTED,YES,MARKETWEIGHT,Data Storage,
18 Jan 2005,WYE,"WYE: Potential Settlement Opt-Out Could Reduce Liability","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,0.54,0.63,0.64,0.65,0.62,0.69,0.65,0.76,0.8,0.6,0.66,0.72,45.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,HTLD,"HTLD: Great Quarter for a Great Company","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,0.83,0.91,1.02,0.17,0.19,0,0.21,0.24,0,0.23,0.25,0,0.22,0.23,0,19.0,NEUTRAL,NO,MARKETWEIGHT,Truckload,
18 Jan 2005,RTR.L,"EMI.L: EMI Group plc - Feeling hot hot hot....","Giasone Salati",Geoffroy Decarbonnieres Simon Mays-Smith ,31 Dec 2003,.12,.13,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,410.00,OUTPERFORM,YES,OVERWEIGHT,Media,
18 Jan 2005,EMI.L,"EMI.L: EMI Group plc - Feeling hot hot hot....","Nick Bertolotti",Frederik Kooij Simon Mays-Smith Geoffroy Decarbonnieres Giasone Salati Neil Shelton ,31 Mar 2004,14.89,14.4,16.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.0,UNDERPERFORM,YES,OVERWEIGHT,Media,
18 Jan 2005,BSY.L,"EMI.L: EMI Group plc - Feeling hot hot hot....","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
18 Jan 2005,EAUG.PA,"EMI.L: EMI Group plc - Feeling hot hot hot....","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
18 Jan 2005,HAS.L,"AM Call: ADEN.VX Adecco - Look at the M&A cycle","Andrew Grobler",,30 Jun 2004,.07,.07,.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,141.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
18 Jan 2005,MPI.L,"AM Call: ADEN.VX Adecco - Look at the M&A cycle","Andrew Grobler",,31 Dec 2003,.04,.07,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,222.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
18 Jan 2005,RAND.AS,"AM Call: ADEN.VX Adecco - Look at the M&A cycle","Andrew Grobler",,31 Dec 2003,.69,1.63,2.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
18 Jan 2005,VDOR.AS,"AM Call: ADEN.VX Adecco - Look at the M&A cycle","Andrew Grobler",,31 Dec 2003,.47,.70,.92,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,NEUTRAL,NO,MARKETWEIGHT,Support Services,
18 Jan 2005,ADEN.VX,"AM Call: ADEN.VX Adecco - Look at the M&A cycle","Andrew Grobler",,31 Dec 2003,1.68,1.95,2.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.0,OUTPERFORM,NO,MARKETWEIGHT,Support Services,
18 Jan 2005,STNR,"STNR: Mandara to Build and Operate Luxury Spa","Scott Barry",Edward Loh ,31 Dec 2003,1.41,1.97,2.23,0.32,0.48,0,0.32,0.49,0,0.41,0.52,0,0.39,0.48,0,32.0,NEUTRAL,YES,MARKETWEIGHT,Travel & Leisure,
18 Jan 2005,MSY.L,"AM Call: MSY.L: Misys - H1 results preview","Matthew Hammond",James Clark Benjamin Berenson ,31 May 2004,14.76,14.62,16.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,190.0,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
18 Jan 2005,TEMN.S,"AM Call: MSY.L: Misys - H1 results preview","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,.33,.34,.44,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.00,NEUTRAL,YES,OVERWEIGHT,Software & Services,
18 Jan 2005,KRB,"KRB: December Trust Data","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.79,2.05,2.3,0.33,0.4,0.49,0.42,0.51,0.54,0.5,0.56,0.6,0.54,0.59,0.66,33.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
18 Jan 2005,AMTD,"AMTD: Great Quarter On the Margin; Raising Estimates","Howard Chen",Susan Roth ,30 Sep 2004,0.64,0.82,0.86,0.17,0.22,NA,0.19,0.16,NA,0.15,0.2,NA,0.14,0.23,NA,15.0,NEUTRAL,YES,MARKETWEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,ROG.VX,"NOVN.VX: Novartis - 2004 Full Year Results Preview","Steve Plag",Stephan Gasteyger Usoa Garcia-Sagues James Dodwell ,31 Dec 2003,3.57,4.62,5.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,126.00,NEUTRAL,NO,MARKETWEIGHT,Pharmaceuticals,
18 Jan 2005,NOVN.VX,"NOVN.VX: Novartis - 2004 Full Year Results Preview","Steve Plag",Stephan Gasteyger Usoa Garcia-Sagues James Dodwell ,31 Dec 2003,2.00,2.29,2.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,66.00,OUTPERFORM,NO,MARKETWEIGHT,Pharmaceuticals,
18 Jan 2005,FLWS,"FLWS: Q2 Earnings","Heath Terry",Andrew Thomas Rachana Iyengar ,30 Jun 2003,0.18,0.6,0.19,-0.11,-0.08,-0.04,0.15,0.2,0.13,0.02,0.03,0.01,0.12,0.45,0.1,10.0,NEUTRAL,NO,OVERWEIGHT,Consumer Internet,
18 Jan 2005,WYE,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,.54,.63,.64,.65,.62,.69,.65,.76,.80,.60,.66,.72,45.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,BMY,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.78,1.64,1.42,.41,.41,.35,.45,.46,.36,.49,.43,.37,.43,.34,.33,22.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,LLY,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.58,2.80,3.13,.61,.70,.74,.64,.68,.83,.66,.69,.73,.67,.73,.82,70.00,OUTPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,MRK,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,PFE,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.13,1.98,.41,.52,.48,.31,.47,.41,.47,.55,.52,.52,.59,.56,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,SGP,"US Major Pharmaceuticals: 2005 Guidance the Dominant Focus","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
18 Jan 2005,BAC,"BAC: Initial Look","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.57,3.73,4.05,0.79,0.91,NA,0.9,0.93,NA,0.96,0.91,NA,0.91,0.98,NA,53.0,OUTPERFORM,NO,UNDERWEIGHT,Regional Banks,
18 Jan 2005,JPM,"STT: Caught by the Tail-wind","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.87,3.20,NA,.84,NA,NA,.78,NA,NA,.60,NA,NA,.64,NA,NA,50.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,STT,"STT: Caught by the Tail-wind","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.48,2.75,3.1,0.67,0.63,NA,0.68,0.69,NA,0.55,0.68,NA,0.59,0.74,NA,48.0,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,ICCI,"Cable TV: Cable & Satellite Sector","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-.78,-.24,.16,-.44,-.09,0,-.19,-.11,0,-.12,-.07,0,-.03,.03,0,11.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,DISH,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,.46,.58,1.73,.12,-.09,NA,.26,.18,NA,.07,.22,NA,.01,.26,NA,33.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,DTV,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-.26,-1.34,.09,-.04,-.46,-.02,.02,-.01,.04,-.02,-.73,.06,-.22,-.14,.01,20.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,CVC,"Cable TV: Cable & Satellite Sector","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-1.21,-1.35,-.02,-.51,-.35,NA,-.82,-.49,NA,-.35,-.15,NA,-.69,-.32,NA,26.00,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,Q,"Cable TV: Cable & Satellite Sector","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,-.34,-.60,-.36,-.08,-.17,NA,-.09,-.16,NA,-.07,-.15,NA,-.06,-.11,NA,3.00,UNDERPERFORM,YES,MARKETWEIGHT,Telecommunication Services,
18 Jan 2005,MCCC,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-.30,.14,.06,-.23,-.01,0,-.27,.24,0,.09,-.06,0,.11,-.03,0,6.00,UNDERPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,CHTR,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-.78,-13.92,-2.19,-.61,-.99,NA,-.12,-1.38,NA,.07,-10.88,NA,-.19,-.65,NA,1.00,UNDERPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,TWX,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Carrie Hart ,31 Dec 2003,.47,.66,.80,.08,.15,NA,.12,.19,NA,.12,.15,NA,.15,.16,NA,22.00,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
18 Jan 2005,VZ,"Cable TV: Cable & Satellite Sector","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.61,2.48,2.58,.69,.58,NA,.69,.64,NA,.67,.65,NA,.57,.61,NA,42.00,NEUTRAL,NO,MARKETWEIGHT,Telecommunication Services,
18 Jan 2005,BLS,"Cable TV: Cable & Satellite Sector","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,2.02,1.80,1.47,.54,.49,.31,.49,.52,.39,.52,.49,.39,.47,.31,.37,28.00,NEUTRAL,NO,MARKETWEIGHT,Communication Towers,
18 Jan 2005,SBC,"Cable TV: Cable & Satellite Sector","Steven Glik",Ido Cohen Carrie Hart Bryan Kraft ,31 Dec 2003,1.41,1.35,1.11,.39,.35,.25,.40,.39,.31,.35,.38,.29,.26,.23,.26,27.00,NEUTRAL,NO,MARKETWEIGHT,Communication Towers,
18 Jan 2005,T,"Cable TV: Cable & Satellite Sector","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.18,1.64,1.95,.62,.21,NA,.64,.14,NA,.58,.75,NA,.34,.57,NA,15.00,UNDERPERFORM,NO,MARKETWEIGHT,Telecommunication Services,
18 Jan 2005,NTLI,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-15.10,-8.50,-2.83,-5.54,-1.39,NA,-5.10,-5.16,NA,-3.73,-1.99,NA,-.73,.03,NA,76.00,NEUTRAL,YES,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,CMCSA,"Cable TV: Cable & Satellite Sector","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,2.04,.77,1.07,.10,.15,0,.15,.20,0,1.61,.19,0,.19,.25,0,35.00,OUTPERFORM,NO,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,TLWT,"Cable TV: Cable & Satellite Sector","Carrie Hart",Bryan Kraft Steven Glik Ido Cohen ,31 Dec 2003,-.10,-1.24,-.57,-.06,0,NA,0,-.96,NA,-.03,-.22,NA,.02,-.06,NA,18.00,OUTPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
18 Jan 2005,AIV,"AIV: 06 and 07 Estimates","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.79,2.77,2.87,.67,.69,.71,.63,.69,.71,.79,.67,.70,.71,.72,.75,33.50,NEUTRAL,NO,MARKETWEIGHT,REITS,
18 Jan 2005,LEE,"LEE: Growth Rates Are Best in Class Q1 as Expected","William Drewry",Debra Schwartz Samantha Dennison John Klim ,30 Sep 2004,1.92,2.15,2.15,0.54,0.6,NA,0.36,0.42,NA,0.54,0.6,NA,0.47,0.53,NA,47.0,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
18 Jan 2005,FON,"Sprint Corporation Earnings Model","Steven Glik",Ido Cohen ,31 Dec 2003,.70,0.94,1.5,.08,.17,.35,.15,.20,.38,.19,.24,.40,.28,.33,.37,28.0,OUTPERFORM,NA,MARKET WEIGHT,Communication Towers,
18 Jan 2005,BLS,"BellSouth Corporation Earnings Model","Steven Glik",Ido Cohen ,31 Dec 2003,2.02,1.8,1.47,.54,.49,.31,.49,.52,.39,.52,.49,.39,.47,.31,.37,28.0,NEUTRAL,NA,MARKET WEIGHT,Communication Towers,
18 Jan 2005,SBC,"SBC Communications Inc. Earnings Model","Steven Glik",Ido Cohen ,31 Dec 2003,1.41,1.35,1.11,.39,.35,.25,.40,.39,.31,.35,.38,.29,.26,.23,.26,27.0,NEUTRAL,NA,MARKET WEIGHT,Communication Towers,
18 Jan 2005,FTI,"FTI: Unusual Events in Q4 but No Change in Story","Ken Sill",Bradley Ruhoff ,31 Dec 2003,1.16,1.1,1.48,0.14,0.2,NA,0.34,0.35,NA,0.31,0.32,NA,0.36,0.24,NA,37.0,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,VZ,"Verizon Communication Earnings Model","Ido Cohen",Steven Glik ,31 Dec 2003,2.61,2.48,2.58,.69,.58,NA,.69,.64,NA,.67,.65,NA,.57,.61,NA,42.0,NEUTRAL,NA,MARKET WEIGHT,Telecommunication Services,
18 Jan 2005,Q,"Qwest Communications Ltd. Earnings Model","Ido Cohen",Steven Glik ,31 Dec 2003,-.34,-0.6,-0.36,-.08,-.17,NA,-.09,-.16,NA,-.07,-.15,NA,-.06,-.11,NA,3.0,UNDERPERFORM,NA,MARKET WEIGHT,Telecommunication Services,
18 Jan 2005,SUN,"SUN: 4Q04 Mark-to-market","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,4.32,7.91,7.08,1.12,1.17,1.31,1.04,3.12,2.37,1.4,1.67,1.96,0.47,1.96,1.44,68.0,UNDERPERFORM,NO,MARKETWEIGHT,Independent Refiners,
18 Jan 2005,DO,"DO: Q404 Earnings Preview: Revising Estimates","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-0.36,0.05,1.75,-0.17,-0.09,0.3,-0.13,-0.08,0.4,-0.08,0.07,0.49,0.01,0.14,0.56,46.0,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,HSE.TO,"HSE.TO: Q4 Results: No Ninja","Peter Best",Dominique Barker Adam Zive ,31 Dec 2003,3.22,2.36,2.36,1.0,0.6,0.66,1.05,0.54,0.62,0.54,0.7,0.57,0.62,0.52,0.52,32.0,NEUTRAL,NO,MARKETWEIGHT,Energy,
18 Jan 2005,WFC,"WFC: Initial Look","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.65,4.1,4.57,0.88,1.02,0,0.9,1.0,0,0.92,1.02,0,0.95,1.04,0,70.0,OUTPERFORM,NO,UNDERWEIGHT,Regional Banks,
18 Jan 2005,AIV,"Apartment Investment & Management Co. Earnings Model","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.79,2.77,2.87,.67,.69,.71,.63,.69,.71,.79,.67,.70,.71,.72,.75,33.50,NEUTRAL,NA,MARKET WEIGHT,REITS,
18 Jan 2005,STT,"State Street Corp. Earnings Model","Susan Roth",,31 Dec 2004,2.48,2.75,3.1,.67,.63,NA,.68,.69,NA,.55,.68,NA,.59,.74,NA,45.00,NEUTRAL,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
18 Jan 2005,SUN,"Sunoco Inc. Earnings Model","Mark Flannery",,31 Dec 2003,4.32,7.91,7.08,1.12,1.17,1.31,1.04,3.12,2.37,1.40,1.67,1.96,.47,1.96,1.44,68.0,UNDERPERFORM,NA,MARKET WEIGHT,Independent Refiners,
18 Jan 2005,BR,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,2.71,4.09,4.82,.81,.89,NA,.69,.96,NA,.67,.98,NA,.58,.98,NA,46.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,KMG,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.84,4.59,7.86,1.19,1.48,NA,1.07,1.09,NA,.76,.94,NA,.86,.98,NA,65.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,UCL,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,2.95,3.99,4.70,.87,.89,1.21,.73,.86,1.09,.72,1.10,1.19,.63,1.16,1.21,47.00,OUTPERFORM,NO,OVERWEIGHT,Exploration & Production,
18 Jan 2005,APC,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,5.29,7.14,8.33,1.45,1.70,NA,1.21,1.59,NA,1.46,1.63,1.87,1.17,1.53,1.57,75.00,OUTPERFORM,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,OXY,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,4.23,6.55,6.57,1.14,1.19,NA,.97,1.46,NA,1.14,1.88,NA,.97,1.60,NA,55.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,APA,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.62,5.35,6.62,.97,1.06,NA,.87,1.21,NA,.90,1.39,NA,.87,1.38,NA,54.00,NEUTRAL,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,DVN,"UCL: Research Rich","Phillip Pace",Tracy Todaro Robert Hendricks ,31 Dec 2003,3.58,4.19,5.09,1.23,1.00,NA,.79,1.01,NA,.86,1.04,NA,.82,1.01,NA,45.00,OUTPERFORM,YES,OVERWEIGHT,Exploration & Production,
18 Jan 2005,FTI,"FMC Technologies Inc. Earnings Model","Ken Sill",Bradley Ruhoff ,31 Dec 2003,1.16,1.1,1.48,.14,.20,NA,.34,.35,NA,.31,.32,NA,.36,.24,NA,37.00,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,NE,"NE: Q404 Earnings Preview: Revising Estimates","Ken Sill",,31 Dec 2003,1.23,1.08,2.32,0.3,0.21,0.43,0.33,0.26,0.56,0.4,0.23,0.64,0.2,0.38,0.69,55.0,OUTPERFORM,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,THE,"THE: Q404 Earnings Preview: Revising Estimates","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,NA,-0.46,0.49,NA,-0.41,0.08,NA,-0.14,0.11,NA,-0.04,0.11,NA,0.05,0.19,21.0,NEUTRAL,YES,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,LEE,"Lee Enterprises Earnings Model","William Drewry",,30 Sep 2004,1.92,2.15,2.15,.54,.60,NA,.36,.42,NA,.54,.60,NA,.47,.53,NA,47.00,NEUTRAL,NA,MARKET WEIGHT,Publishing & Information Services,
18 Jan 2005,NEM,"NEM: Q4'04 Mark-to-Market","David Gagliano",Ralph Profiti ,31 Dec 2003,1.02,1.14,1.7,0.19,0.3,0.44,0.18,0.19,0.42,0.31,0.31,0.42,0.33,0.34,0.41,49.0,NEUTRAL,NO,MARKETWEIGHT,Metals & Mining - Precious Metals,
18 Jan 2005,AEM,"AEM: Q4'04 Mark-to-Market","David Gagliano",Ralph Profiti ,31 Dec 2003,-0.26,0.52,0.25,-0.07,0.15,0.06,-0.05,0.11,0.06,-0.14,0.12,0.06,0,0.14,0.06,15.0,NEUTRAL,NO,MARKETWEIGHT,Metals & Mining - Precious Metals,
18 Jan 2005,N,"N: Q4'04 Mark-To-Market","David Gagliano",Ralph Profiti ,31 Dec 2003,0.66,3.96,3.3,0.19,1.13,0.91,0.13,0.77,0.87,-0.18,1.05,0.67,0.51,1.01,0.85,33.0,NEUTRAL,NO,MARKETWEIGHT,Metals & Mining - Base Metals,
18 Jan 2005,ABT,"ABT: What Would Change Our View?","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.05,2.28,2.52,0.47,0.53,NA,0.47,0.54,NA,0.49,0.53,NA,0.62,0.67,NA,46.0,UNDERPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
18 Jan 2005,MEE,"Diversified Mining: Q4'04 Earnings Preview","David Gagliano",Ralph Profiti ,31 Dec 2003,-.54,.30,2.30,-.13,-.03,.16,-.03,.23,.74,-.20,.03,.60,-.17,.07,.81,45.00,OUTPERFORM,NO,MARKETWEIGHT,Metals & Mining - Coal,
18 Jan 2005,BTU,"Diversified Mining: Q4'04 Earnings Preview","David Gagliano",Ralph Profiti ,31 Dec 2003,1.73,2.49,4.50,.40,.30,.67,.59,.63,1.28,.39,.66,1.28,.40,.86,1.28,95.00,OUTPERFORM,NO,MARKETWEIGHT,Metals & Mining - Coal,
18 Jan 2005,TEKb.TO,"Diversified Mining: Q4'04 Earnings Preview","David Gagliano",Ralph Profiti ,31 Dec 2003,.47,2.75,3.85,.06,.47,.62,.02,.56,.79,.07,.82,1.09,.36,.90,1.34,42.00,OUTPERFORM,NO,MARKETWEIGHT,Metals & Mining - Base Metals,
18 Jan 2005,ABX,"Diversified Mining: Q4'04 Earnings Preview","David Gagliano",Ralph Profiti ,31 Dec 2003,.25,.16,.41,.04,.06,.09,.06,.01,.09,.08,.04,.08,.07,.05,.18,26.00,OUTPERFORM,NO,MARKETWEIGHT,Metals & Mining - Precious Metals,
18 Jan 2005,PDG,"Diversified Mining: Q4'04 Earnings Preview","David Gagliano",Ralph Profiti ,31 Dec 2003,.38,.52,.42,.12,.15,.10,.03,.16,.10,.08,.09,.11,.15,.12,.11,23.00,OUTPERFORM,NO,MARKETWEIGHT,Metals & Mining - Precious Metals,
18 Jan 2005,FRE,"FRE: Sluggish Growth; No Changes to Timetable","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,6.5,3.21,NA,NA,3.56,NA,NA,-0.49,NA,NA,0.51,NA,NA,82.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
18 Jan 2005,FRX,"FRX: Fine-tuning Forecasts After FY/3Q Release","Kenneth Kulju",Chris Schott Jessica Li Tania Dimitrova ,31 Mar 2004,1.95,2.6,2.72,0.48,0.6,0.6,0.49,0.79,0.67,0.6,0.7,0.7,0.38,0.51,0.76,49.0,OUTPERFORM,NO,OVERWEIGHT,Specialty Pharmaceuticals,
18 Jan 2005,HOV,"HOV: Adjusting 2005 EPS","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Oct 2004,5.35,6.55,6.55,0.87,1.25,NA,1.06,1.51,NA,1.33,1.8,NA,2.06,1.99,NA,45.0,NEUTRAL,NO,MARKETWEIGHT,Homebuilding,
18 Jan 2005,FNM,"FNM: Reduces Common Stock Dividend by 50%","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.3,7.6,7.9,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.8,0,90.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
18 Jan 2005,FLWS,"1-800-Flowers.com Earnings Model","Heath Terry",,30 Jun 2003,.18,0.6,0.19,-.11,-.08,-.04,.15,.20,.13,.02,.03,.01,.12,.45,.10,10.0,NEUTRAL,NA,OVERWEIGHT,Consumer Internet,
18 Jan 2005,FITB,"FITB: 4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.03,2.68,3.2,0.72,0.75,NA,0.75,0.79,NA,0.76,0.83,NA,0.8,0.31,NA,50.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
18 Jan 2005,XLNX,"XLNX: Headwind Remains","Michael Masdea",Suji De Silva ,31 Mar 2004,0.77,0.82,0.75,0.15,0.26,0.15,0.16,0.24,0.17,0.19,0.17,0.2,0.27,0.15,0.23,27.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
18 Jan 2005,LTD,"LTD: Thoughts on LTD Reorganization","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.11,1.32,1.55,0.09,0.13,NA,0.19,0.26,NA,0.08,0.1,NA,0.74,0.87,NA,23.0,NEUTRAL,NO,UNDERWEIGHT,Specialty Softlines,
18 Jan 2005,USB,"USB: 4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,1.92,2.18,2.38,0.47,0.52,0,0.48,0.54,NA,0.49,0.56,0,0.5,0.56,0,31.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
18 Jan 2005,RF,"RF: 4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,2.35,2.34,2.55,0.57,0.6,NA,0.59,0.61,NA,0.59,0.57,NA,0.59,0.56,NA,32.0,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
18 Jan 2005,ESV,"ESV: January Fleet Notes: Revising Estimates","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,0.7,0.66,1.5,0.17,0.14,0.22,0.18,0.12,0.35,0.18,0.17,0.46,0.17,0.23,0.46,40.0,OUTPERFORM,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
18 Jan 2005,SMWH.L,"AM Call: HMV.L HMV Group - Greater cash returns","David Jeary",Tony Shiret Sally Ronald Nathan Cockrell Lindsay Ireland Nicolas Regnier ,31 Aug 2004,.18,.29,.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,350.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
18 Jan 2005,WLW.L,"AM Call: HMV.L HMV Group - Greater cash returns","David Jeary",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell ,31 Jan 2004,.03,.03,.03,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
18 Jan 2005,HMV.L,"AM Call: HMV.L HMV Group - Greater cash returns","David Jeary",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret ,30 Apr 2004,20.39,22.38,23.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,280.0,OUTPERFORM,NA,UNDERWEIGHT,General Retailing,
19 Jan 2005,TXN,"Datapath: JDSU Preannouncement: Industry Implications","Michael Masdea",,31 Dec 2003,.45,1.04,1.06,.07,.21,.22,.07,.25,.26,.12,.32,.28,.19,.26,.29,30.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
19 Jan 2005,KK.BK,"Asian Daily: Thailand - Kiatnakin Finance. Maintain NEUTRAL","Sanjay Jain",,31 Dec 2003,4.26,3.29,3.73,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,0,NA,37.00,NEUTRAL,NA,NA,NA,
19 Jan 2005,3034.TW,"Asian Daily: Taiwan - Novatek Microelectronics Corp.UNDERPERFORM","Michael Lin",,31 Dec 2003,5.56,8.56,9.56,.88,1.99,2.11,1.32,2.68,2.06,1.55,2.55,2.16,1.82,2.05,2.23,75.00,UNDERPERFORM,NA,NA,NA,
19 Jan 2005,004170.KS,"Asian Daily: South Korea - Shinsegae Co. Maintain OUTPERFORM","Sonia Kim",,31 Dec 2003,15982.0,22741.0,26162.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,355000.00,OUTPERFORM,NA,NA,NA,
19 Jan 2005,KLAN.SI,"Asian Daily: Singapore - Keppel Land. Maintain OUTPERFORM","Ernest Fong",Melissa Bon ,31 Dec 2003,0.14,0.26,0.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2.60,OUTPERFORM,NA,NA,NA,
19 Jan 2005,HIPI.SI,"Asian Daily: Singapore - Hi-P International Limited. NEUTRAL","Keng Hock Lim",,31 Dec 2003,0.04,0.12,0.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.94,NEUTRAL,NA,NA,NA,
19 Jan 2005,PUBMe.KL,"Asian Daily: Malaysia - Public Bank. Maintain UNDERPERFORM","Danny Goh",,31 Dec 2004,0.39,0.48,0.54,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.20,UNDERPERFORM,NA,NA,NA,
19 Jan 2005,0551.HK,"Asian Daily: Hong Kong -Yue Yuen Industrial Holding.UNDERPERFORM","Kenny Lau",Gabriel Chan ,30 Sep 2003,1.54,1.56,1.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.00,UNDERPERFORM,NA,NA,NA,
19 Jan 2005,0011.HK,"Asian Daily: Hong Kong - Hong Kong Banks. Maintain UNDERWEIGHT","Jay Luong",Bill Stacey ,31 Dec 2003,4.99,5.94,5.88,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,113.70,NEUTRAL,NO,NA,NA,
19 Jan 2005,1211.HK,"Asian Daily: China - BYD Co Ltd - H. Maintain OUTPERFORM","Jeannie Cheung",,31 Dec 2003,1.6,2.4,3.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,28.00,OUTPERFORM,NA,NA,NA,
19 Jan 2005,0694.HK,"Asian Daily: China - Beijing Capital Int'l Airport - H. NEUTRAL","Felix Rusli",Karen Chan ,31 Dec 2003,0.1,0.22,0.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.20,NEUTRAL,NA,NA,NA,
19 Jan 2005,CNO,"AM CALL: CNO: Conference Call with CFO","Thomas Gallagher",Kevin Feder ,31 Dec 2003,1.73,1.49,1.7,NA,0.37,0.41,NA,0.36,0.41,NA,0.35,0.43,NA,0.41,0.45,23.0,OUTPERFORM,NA,MARKETWEIGHT,Life and Health Insurance,
19 Jan 2005,YHOO,"AM CALL: YHOO: Q4: Growth Acceleration","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2004,0.36,0.54,0.65,0.07,0.12,NA,0.08,0.13,NA,0.17,0.14,NA,0.25,0.15,NA,45.0,OUTPERFORM,NA,OVERWEIGHT,Consumer Internet,
19 Jan 2005,CHKP,"CHKP: Solid Quarter Long-term Growth and Competitive Concerns","Philip Winslow",,31 Dec 2004,1.08,1.23,1.33,0.25,0.29,NA,0.25,0.3,NA,0.27,0.3,NA,0.31,0.33,NA,21.0,UNDERPERFORM,NA,OVERWEIGHT,Enterprise Infrastructure Software,
19 Jan 2005,LLTC,"LLTC: Holding the Line","Michael Masdea",Edwin Tai ,30 Jun 2004,1.03,1.3,1.29,0.22,0.33,0.31,0.23,0.33,0.32,0.27,0.32,0.32,0.31,0.32,0.34,46.5,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor Devices,
19 Jan 2005,TER,"TER: Concerns play out...","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-0.55,0.84,-0.43,-0.26,0.2,-0.2,-0.19,0.39,-0.18,-0.14,0.21,-0.08,0.04,0.02,0.03,10.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
19 Jan 2005,AMD,"AMD: Flashdance","Michael Masdea",Randy Abrams ,31 Dec 2003,-0.79,0.36,0.5,-0.42,0.11,0.03,-0.4,0.08,0.0,-0.09,0.12,0.16,0.12,0.05,0.31,17.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
19 Jan 2005,INTC,"AMD: Flashdance","Michael Masdea",Randy Abrams ,31 Dec 2003,.86,1.16,1.14,.14,.26,.28,.14,.27,.24,.25,.30,.29,.33,.33,.33,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
19 Jan 2005,MOT,"AM CALL: MOT: Regaining Share at the Low-end","Michael Ounjian",Jai Kapadia ,31 Dec 2004,0.82,0.97,1.05,0.15,0.19,NA,0.23,0.23,NA,0.18,0.25,NA,0.26,0.3,NA,21.0,OUTPERFORM,YES,MARKETWEIGHT,Wireless Telecommunications Equipment,
19 Jan 2005,TSS,"TSS: First Look at 4Q04 Results","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,0.71,0.76,0.84,0.16,0.17,0.18,0.17,0.18,0.2,0.18,0.2,0.22,0.2,0.22,0.24,14.0,UNDERPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
19 Jan 2005,IBM,"AM CALL: IBM: Closing the Books on 2004","Andrew McCullough",Dris Upitis Peter Possemato Christopher Kelleher ,31 Dec 2004,5.05,5.58,6.0,0.93,1.0,NA,1.16,1.27,NA,1.17,1.3,NA,1.8,2.01,NA,100.0,OUTPERFORM,NO,MARKETWEIGHT,Enterprise Hardware,
19 Jan 2005,REL.L,"CSFB Media Daily - Wednesday 19 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.31,.31,.36,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,560.00,OUTPERFORM,NO,OVERWEIGHT,Media,
19 Jan 2005,EMI.L,"CSFB Media Daily - Wednesday 19 January 2005","Nick Bertolotti",Frederik Kooij Simon Mays-Smith Geoffroy Decarbonnieres Giasone Salati Neil Shelton ,31 Mar 2004,.15,.14,.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,UNDERPERFORM,YES,OVERWEIGHT,Media,
19 Jan 2005,STX,"AM CALL: STX: In the Sweet Spot","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,0.88,0.95,1.3,0.4,0.08,0.34,0.41,0.29,0.41,0.07,0.31,0.3,0.01,0.28,0.25,22.0,OUTPERFORM,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
19 Jan 2005,AAPL,"AM CALL: STX: In the Sweet Spot","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,.75,2.05,2.42,.17,.70,NA,.14,.41,NA,.17,.42,NA,.27,.52,NA,80.00,NEUTRAL,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
19 Jan 2005,HPQ,"AM CALL: STX: In the Sweet Spot","Rob Semple",Rob Semple Peter Possemato Christopher Kelleher ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NO,MARKETWEIGHT,Data Storage,
19 Jan 2005,WDC,"AM CALL: STX: In the Sweet Spot","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,.92,.58,.77,.25,.14,NA,.32,.17,NA,.22,.13,NA,.14,.13,NA,10.00,OUTPERFORM,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
19 Jan 2005,BOOT.L,"BOOT.L: Boots - Dr Who Knows' Tardis loses a year","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,31 Mar 2004,48.0,46.3,49.1,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,610.0,UNDERPERFORM,NO,UNDERWEIGHT,General Retailing,
19 Jan 2005,TSCO.L,"BOOT.L: Boots - Dr Who Knows' Tardis loses a year","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
19 Jan 2005,ATOS.PA,"IBM: European IT Services - Read across from IBM results","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,2.55,2.82,3.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,37.50,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
19 Jan 2005,CAPP.PA,"IBM: European IT Services - Read across from IBM results","James Clark",Matthew Hammond Benjamin Berenson ,31 Dec 2003,.50,-.03,.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15.00,UNDERPERFORM,NO,OVERWEIGHT,Software & Services,
19 Jan 2005,SAPG.F,"IBM: European IT Services - Read across from IBM results","Matthew Hammond",James Clark Benjamin Berenson ,31 Dec 2003,3.84,4.37,4.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.00,OUTPERFORM,NO,OVERWEIGHT,Software & Services,
19 Jan 2005,CBKG.F,"CSFB Breakfast Banker - Wednesday 19 January 2005","Matthew Hammond",Alastair MacIntosh ,31 Dec 2003,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NEUTRAL,NO,OVERWEIGHT,Banks,
19 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Wednesday 19 January 2005","Matthew Hammond",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
19 Jan 2005,AAH.AS,"CSFB Breakfast Banker - Wednesday 19 January 2005","Matthew Hammond",Alastair MacIntosh ,31 Dec 2003,1.90,2.03,1.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
19 Jan 2005,BKT.MC,"CSFB Breakfast Banker - Wednesday 19 January 2005","Matthew Hammond",Alastair MacIntosh ,31 Dec 2003,1.50,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
19 Jan 2005,MRW.L,"SOF.L: Somerfield - Interim results","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier David Jeary Nathan Cockrell ,31 Jan 2004,.13,.09,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
19 Jan 2005,SOF.L,"SOF.L: Somerfield - Interim results","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier ,25 Apr 2004,.09,.12,.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
19 Jan 2005,SAUN.S,"SAUN.S: Saurer AG - Saurer","Maria Ivek",,31 Dec 2004,14.30,14.30,14.30,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,79.00,NEUTRAL,YES,UNDERWEIGHT,Automobiles & Components,
19 Jan 2005,ASML.AS,"AM Call: ASML.AS ASML - First take on Q4: Is this the order...","Jean Danjou",Antoine Badel ,31 Dec 2003,-0.27,0.55,0.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.0,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
19 Jan 2005,AET,"AM CALL: AET: Raising Estimates and Target Price","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,5.18,7.0,8.72,1.34,1.75,2.08,1.28,1.7,2.16,1.27,1.75,2.26,1.33,1.76,2.21,158.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
19 Jan 2005,WC,"AM CALL: WC: Raising Target Price","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.41,2.95,3.4,0.57,0.71,0.83,0.58,0.71,0.84,0.62,0.74,0.86,0.63,0.79,0.87,63.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
19 Jan 2005,UNH,"AM CALL: UNH: Raising Target Price","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.96,3.92,4.75,0.65,0.88,1.12,0.71,0.93,1.16,0.77,1.03,1.21,0.83,1.07,1.26,106.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
19 Jan 2005,ZMH,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,1.80,2.33,2.83,.41,.56,.69,.45,.58,.70,.43,.56,.68,.51,.63,.76,94.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,ABT,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.05,2.28,2.52,.47,.53,NA,.47,.54,NA,.49,.53,NA,.62,.67,NA,46.00,UNDERPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,GDT,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.32,2.42,2.65,.60,.56,NA,.62,.58,NA,.57,.63,NA,.63,.66,NA,64.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,JNJ,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.69,3.08,3.37,.69,.83,NA,.70,.82,NA,.69,.78,NA,.61,.64,NA,68.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,MDT,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,30 Apr 2004,1.63,1.87,2.17,.37,.43,NA,.39,.44,NA,.40,.46,NA,.48,.53,NA,58.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,STJ,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.92,1.15,1.39,.21,.26,NA,.22,.27,NA,.23,.30,NA,.26,.32,NA,42.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,SMA,"AM CALL: SMA: Initiating With A Neutral","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,0.24,0.45,0.83,0.07,0.06,0.18,0.07,0.12,0.21,0.06,0.13,0.22,0.04,0.14,0.21,21.0,NEUTRAL,YES,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,MOT,"Motorola Inc. Earnings Model","Michael Ounjian",Shannon Mikus ,31 Dec 2004,.82,0.97,1.05,.15,.19,NA,.23,.23,NA,.18,.25,NA,.26,.30,NA,21.00,OUTPERFORM,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
19 Jan 2005,PH,"Parker Hannifin Corporation Earnings Model","John McGinty",Jamie Cook ,30 Jun 2004,2.91,4.5,5.5,.46,1.09,NA,.45,.94,NA,.90,1.22,NA,1.05,1.25,NA,82.0,OUTPERFORM,NA,OVERWEIGHT,Machinery,
19 Jan 2005,PEG,"PEG: FERC on the Merger","Dan Eggers",Sebastian Iannariello ,31 Dec 2003,3.72,3.22,3.34,1.42,1.14,NA,0.66,0.5,NA,0.93,1.04,NA,0.69,0.54,NA,45.0,NEUTRAL,NA,UNDERWEIGHT,Utilities,
19 Jan 2005,LTD,"Limited Brands Inc. Earnings Model","Paul Lejuez",Tracy Kogan ,31 Jan 2004,1.11,1.32,1.55,.09,.13,NA,.19,.26,NA,.08,.10,NA,.74,.87,NA,23.00,NEUTRAL,NA,UNDERWEIGHT,Specialty Softlines,
19 Jan 2005,AWG.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Roger Reynolds Nicolas Froissart ,31 Mar 2004,.48,.47,.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,857.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,UU.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Roger Reynolds Nicolas Froissart ,31 Mar 2004,.54,.54,.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,607.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,SVT.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Roger Reynolds Nicolas Froissart ,31 Mar 2004,69.16,58.47,82.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1031.0,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,PNN.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Roger Reynolds Nicolas Froissart ,31 Mar 2004,.58,.57,.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1079.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,KEL.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Roger Reynolds Nicolas Froissart ,31 Mar 2004,.46,.48,.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,619.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,NGT.L,"SVT.L: Severn Trent - Trading Alert","Dominic Nash",Nicolas Froissart ,31 Mar 2004,.35,.35,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,533.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,CHTR,"CHTR: Carl Vogel CEO Resigns","Carrie Hart",Bryan Kraft Ido Cohen Steven Glik ,31 Dec 2003,-0.78,-13.92,-2.19,-0.61,-0.99,NA,-0.12,-1.38,NA,0.07,-10.88,NA,-0.19,-0.65,NA,1.0,UNDERPERFORM,YES,UNDERWEIGHT,Cable TV & Satellite,
19 Jan 2005,RYL,"RYL: Modest EPS Surprise; Orders Strong","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Dec 2003,4.56,6.36,7.03,0.72,1.03,1.39,1.02,1.51,1.7,1.26,1.66,2.01,1.65,2.17,1.95,49.0,OUTPERFORM,NO,MARKETWEIGHT,Homebuilding,
19 Jan 2005,ESV,"ENSCO International Earnings Model","Ken Sill",Arun Jayaram ,31 Dec 2003,.70,0.66,1.5,.17,.14,.22,.18,.12,.35,.18,.17,.46,.17,.23,.46,40.00,OUTPERFORM,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
19 Jan 2005,FNM,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.30,7.60,7.90,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.80,0,90.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
19 Jan 2005,FRE,"Mortgage Finance: Weekly Trend Monitor","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,6.79,6.50,0,3.21,NA,NA,3.56,NA,NA,-.49,NA,NA,.51,NA,NA,82.00,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
19 Jan 2005,THE,"TODCO Earnings Model","Ken Sill",Arun Jayaram ,31 Dec 2003,NA,-0.46,0.49,NA,-.41,.08,NA,-.14,.11,NA,-.04,.11,NA,.05,.19,21.00,NEUTRAL,NA,OVERWEIGHT,Oil & Gas Equipment & Services,
19 Jan 2005,STX,"Seagate Technology Earnings Model","Rob Semple",,30 Jun 2004,.88,0.95,1.3,.40,.08,.34,.41,.29,.41,.07,.31,.30,.01,.28,.25,22.00,OUTPERFORM,NA,MARKET WEIGHT,PC Supply Chain and Distribution,
19 Jan 2005,IBM,"International Business Machines Earnings Model","Andrew McCullough",Dris Upitis ,31 Dec 2004,5.05,5.58,6.0,.93,1.00,NA,1.16,1.27,NA,1.17,1.30,NA,1.80,2.01,NA,100.00,OUTPERFORM,NA,MARKET WEIGHT,Enterprise Hardware,
19 Jan 2005,CIT,"CIT: First Impressions","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,2.69,3.32,3.9,0.6,0.76,0.93,0.65,0.82,0.96,0.69,0.86,0.98,0.75,0.9,1.02,52.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
19 Jan 2005,TTMI,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.17,.69,.75,-.02,.15,.17,.02,.18,.18,.06,.19,.19,.11,.16,.21,17.00,OUTPERFORM,YES,MARKETWEIGHT,Electronic Components,
19 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
19 Jan 2005,MERX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 May 2004,0,-.14,.25,-.09,-.07,.02,.03,.02,.06,.12,-.08,.06,-.05,-.01,.10,10.50,NEUTRAL,YES,MARKETWEIGHT,Electronic Components,
19 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
19 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
19 Jan 2005,PLXS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
19 Jan 2005,SANM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
19 Jan 2005,JPM,"JPM: First Impressions","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.87,3.00,3.2,0.84,NA,NA,0.78,NA,NA,0.6,NA,NA,0.64,NA,NA,50.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
19 Jan 2005,ETH,"ETH: EPS Falls Short but Written Business Solid","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,30 Jun 2004,2.3,2.39,2.43,0.5,0.51,.56,0.64,0.63,.64,0.61,0.65,.69,0.57,0.63,.68,42.0,NEUTRAL,NO,UNDERWEIGHT,Home Furnishings,
19 Jan 2005,APH,"APH: Q4 Results: First Take","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.82,2.13,0.27,0.4,0.5,0.3,0.45,0.53,0.32,0.47,0.53,0.37,0.51,0.58,34.0,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
19 Jan 2005,CD,"TSG: United Airlines Exploring GDS Alternatives","Scott Barry",Edward Loh ,31 Dec 2003,1.38,1.71,1.41,.25,.35,NA,.37,.47,NA,.47,.56,NA,.29,.33,NA,28.00,OUTPERFORM,NO,MARKETWEIGHT,Travel & Leisure,
19 Jan 2005,FLYR,"TSG: United Airlines Exploring GDS Alternatives","Scott Barry",Edward Loh ,30 Dec 2003,1.06,1.13,1.21,.30,.31,NA,.27,.42,NA,.38,.26,NA,.12,.14,NA,12.00,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
19 Jan 2005,TSG,"TSG: United Airlines Exploring GDS Alternatives","Scott Barry",Edward Loh ,31 Dec 2003,0.83,1.42,1.48,0.36,0.37,NA,0.23,0.47,NA,0.24,0.41,NA,0.01,0.17,NA,22.0,NEUTRAL,NO,MARKETWEIGHT,Travel & Leisure,
19 Jan 2005,RDC,"RDC: Q404 Earnings Flash: Under the Tuscan Sun","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-0.08,0.24,1.1,-0.18,-0.11,0.23,-0.07,-0.02,0.27,0.12,0.15,0.29,0.05,0.2,0.31,29.0,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
19 Jan 2005,ETR,"ETR: Expecting a stronger 4Q","Laura Blanco",Dan Eggers ,31 Dec 2003,4.23,3.78,4.71,1.12,0.81,0,1.17,1.08,0,1.57,1.39,0,0.38,0.49,0,69.0,OUTPERFORM,NO,UNDERWEIGHT,Utilities,
19 Jan 2005,SLM,"SLM: Fourth Quarter Earnings","Moshe Orenbuch",,31 Dec 2004,1.93,2.47,3.0,0.48,0.58,NA,0.5,0.6,NA,0.56,0.62,NA,0.55,0.67,NA,52.0,NEUTRAL,NO,MARKETWEIGHT,Specialty Finance,
19 Jan 2005,UPS,"CNF: CFO to Retire in March","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,2.46,2.84,3.32,.54,.67,NA,.61,.72,NA,.62,.70,NA,.70,.76,NA,79.00,NEUTRAL,NO,OVERWEIGHT,Airfreight and Surface Transportation,
19 Jan 2005,CNF,"CNF: CFO to Retire in March","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,1.61,2.56,3.21,0.22,0.44,0.61,0.31,0.64,0.82,0.57,0.8,0.92,0.49,0.71,0.86,45.0,NEUTRAL,NO,OVERWEIGHT,Less than Truckload,
19 Jan 2005,KMB,"KMB: Earnings Preview","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,3.28,3.54,3.84,0.77,0.88,0.97,0.79,0.88,0.97,0.82,0.87,0.94,0.88,0.91,0.95,75.0,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
19 Jan 2005,MMM,"MMM: 2005 Outlook Healthy","John McNulty",Keith Siegner ,31 Dec 2004,3.75,4.16,4.58,0.9,1.0,NA,0.97,1.07,NA,0.97,1.06,NA,0.91,1.02,NA,99.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Chemicals,
19 Jan 2005,KMB,"Kimberly-Clark Corp. Earnings Model","Lauren R. Lieberman",,31 Dec 2003,3.28,3.54,3.54,.77,.88,.97,.79,.88,.97,.82,.87,.94,.88,.91,.95,75.00,OUTPERFORM,NA,MARKET WEIGHT,Household & Personal Products, Large Cap.,
19 Jan 2005,VRSN,"VRSN: Sprint Now Supporting Jamster! Service","Philip Winslow",,31 Dec 2003,0.59,0.7,0.93,0.14,0.14,0.22,0.14,0.15,0.22,0.15,0.19,0.24,0.17,0.22,0.26,35.0,OUTPERFORM,YES,OVERWEIGHT,Enterprise Infrastructure Software,
19 Jan 2005,WB,"WB:4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.36,3.95,4.2,0.76,0.98,0,0.81,0.98,NA,0.83,1.0,0,0.88,0.99,0,55.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
19 Jan 2005,BDEV.L,"AM Call: BDEV.L Barratt Developments - Social volumes mask...","David Brock",Roger Collison Raymond Tay ,30 Jun 2004,111.37,112.82,113.42,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,565.0,UNDERPERFORM,NO,UNDERWEIGHT,Building Materials & Construction,
19 Jan 2005,BK,"BK: Could Have Been More","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,1.88,2.1,2.35,0.47,NA,NA,0.48,NA,NA,0.46,NA,NA,0.48,NA,NA,35.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
19 Jan 2005,CVG,"CVG: Q4 Basically In-line","Brandon Dobell",Christian Pitt ,31 Dec 2003,1.19,0.91,0.96,0.26,0.22,0.22,0.29,0.2,0.22,0.31,0.21,0.24,0.33,0.28,0.28,15.0,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
19 Jan 2005,NTRS,"NTRS: Solid Revenue Growth in an Upside Quarter","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.27,2.5,2.8,0.57,NA,NA,0.59,NA,NA,0.57,NA,NA,0.6,NA,NA,50.0,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
19 Jan 2005,CL,"CL: Earnings Preview","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,2.46,2.42,2.62,0.56,0.59,0.6,0.62,0.66,0.65,0.63,0.58,0.67,0.65,0.6,0.7,53.0,OUTPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
19 Jan 2005,BT.L,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",Richard Barker David George ,30 Mar 2004,.17,.18,.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,185.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,EQUT.PA,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",Richard Barker ,31 Dec 2000,0,0,0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.00,BUY,YES,NA,NA,
19 Jan 2005,TEL.OL,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",,31 Dec 2003,2.46,4.13,4.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,TEL2b.ST,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",Richard Barker ,31 Dec 2003,20.18,24.99,30.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,TELA.VI,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Petros Katsoulas",David George ,31 Dec 2003,.26,.37,.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,TLSN.ST,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Richard Barker",David George ,31 Dec 2003,2.88,2.99,2.99,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,31.50,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,TDC.CO,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",David George ,31 Dec 2003,18.04,16.76,17.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,234.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,KPN.AS,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,.39,.63,.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.90,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,TEF.MC,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","David George",Richard Barker Petros Katsoulas ,31 Dec 2003,.68,.74,.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,DTEGn.F,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","David George",Richard Barker Justinian Clifford Bowles ,31 Dec 2003,.09,.52,.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.50,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,PTCO.IN,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Petros Katsoulas",Richard Barker ,31 Dec 2003,.55,.76,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,FTE.PA,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,1.37,1.6,1.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,25.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,SCMN.VX,"AM Call: FTE.PA France Telecom - Lacking the next leg of...","Petros Katsoulas",Richard Barker ,31 Dec 2003,29.84,26.92,27.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
19 Jan 2005,SSE.L,"AM Call: LYOE.PA Suez - Room for surprises in March","Petros Katsoulas",Eric Lopez Roger Reynolds ,31 Mar 2004,.55,.59,.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,840.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,VIE.PA,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",,31 Dec 2003,1.14,1.30,1.53,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,26.50,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,LYOE.PA,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",Roger Reynolds ,31 Dec 2003,0.98,1.12,1.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,19.0,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,RWEG.F,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",Eric Lopez Roger Reynolds ,31 Dec 2003,3.18,3.53,4.09,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,38.30,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,EONG.DE,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",Eric Lopez Roger Reynolds ,31 Dec 2003,4.08,5.38,5.79,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.60,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,ELCBt.BR,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",Roger Reynolds ,31 Dec 2003,17.21,19.02,20.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,313.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,AGS.MC,"AM Call: LYOE.PA Suez - Room for surprises in March","Eric Lopez",Eric Lopez Roger Reynolds ,31 Dec 2003,.74,.83,.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,16.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,PH,"PH: It's Overdone - Get Over It; Reiterate Outperform","John McGinty",Jamie Cook Christopher Martin ,30 Jun 2004,2.91,4.5,5.5,0.46,1.09,NA,0.45,0.94,NA,0.9,1.22,NA,1.05,1.25,NA,82.0,OUTPERFORM,NO,OVERWEIGHT,Machinery,
19 Jan 2005,DIS,"DIS: Orlando Rising","William Drewry",Debra Schwartz John Klim ,30 Sep 2004,1.09,1.35,1.35,0.33,0.3,NA,0.26,NA,NA,0.31,NA,NA,0.19,NA,NA,40.0,OUTPERFORM,NO,OVERWEIGHT,Entertainment,
19 Jan 2005,YELL,"Yellow Roadway Corporation Earnings Model","John Barnes",,31 Dec 2004,3.94,5.05,6.09,.38,.70,NA,.97,1.18,NA,1.38,1.63,NA,1.21,1.54,NA,74.0,OUTPERFORM,NA,OVERWEIGHT,Less than Truckload,
19 Jan 2005,CVC,"CVC: Verizon Fiber Build Overlap With Cablevision","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-1.21,-1.35,-0.02,-0.51,-0.35,NA,-0.82,-0.49,NA,-0.35,-0.15,NA,-0.69,-0.32,NA,26.0,NEUTRAL,NO,UNDERWEIGHT,Cable TV & Satellite,
19 Jan 2005,TER,"TER: Concerns play out...","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-0.55,0.84,-0.43,-0.26,0.2,-0.2,-0.19,0.39,-0.18,-0.14,0.21,-0.08,0.04,0.02,0.03,10.0,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
19 Jan 2005,PKG,"PKG: Q4 about In Line","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,0.37,0.51,1.35,0.07,-0.06,0.21,0.1,0.13,0.32,0.14,0.24,0.42,0.06,0.21,0.4,25.0,OUTPERFORM,NO,OVERWEIGHT,Paper Products,
19 Jan 2005,HIB,"HIB: 4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,1.68,1.86,2.0,0.36,0.42,NA,0.42,0.47,NA,0.44,0.49,NA,0.46,0.49,NA,29.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
19 Jan 2005,OPAr.AT,"AM Call: OPAR.AT OPAP - Divi attraction","Tassos Stassopoulos",Alistair Scobie Julia Pennington ,31 Dec 2003,0.96,1.33,1.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,21.5,OUTPERFORM,NO,MARKETWEIGHT,Hotels, Restaurants & Leisure,
19 Jan 2005,TSO,"TSO: 4Q04: Revising EPS Lower","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,1.71,5.08,4.03,0.31,0.75,0.69,-0.11,3.11,1.13,1.09,1.11,1.32,-0.12,0.11,0.89,35.0,OUTPERFORM,YES,MARKETWEIGHT,Independent Refiners,
19 Jan 2005,AGU,"AGU: Raising Estimates and Target Price","William Young",Nancy Traub ,31 Dec 2003,0.76,1.49,1.97,-0.07,0.07,0.09,0.47,0.52,0.9,0.17,0.43,0.52,0.22,0.49,0.48,19.0,OUTPERFORM,NO,OVERWEIGHT,Major Chemicals,
19 Jan 2005,NTRS,"Northern Trust Earnings Model","Susan Roth",,31 Dec 2004,2.27,2.5,2.8,.57,NA,NA,.59,NA,NA,.57,NA,NA,.60,NA,NA,45.00,NEUTRAL,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
19 Jan 2005,LU,"LU: FY1Q05 Results","Paul Silverstein",Angelo Liberatore ,30 Sep 2004,0.14,0.17,0.19,0.04,0.04,0.07,0.02,0.03,0.04,0.03,0.04,0.03,0.04,0.06,0.05,3.75,NEUTRAL,YES,MARKETWEIGHT,Communications Infrastructure,
19 Jan 2005,ZMH,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,1.80,2.33,2.83,.41,.56,.69,.45,.58,.70,.43,.56,.68,.51,.63,.76,94.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,SYK,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,1.12,1.43,1.71,.26,.33,.40,.26,.37,.43,.26,.33,.40,.33,.40,.48,56.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,IART,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.89,1.04,1.41,.18,.24,.31,.18,.24,.34,.23,.28,.37,.31,.28,.40,37.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,ABT,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.05,2.28,2.52,.47,.53,NA,.47,.54,NA,.49,.53,NA,.62,.67,NA,46.00,UNDERPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,BMET,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 May 2004,1.33,1.57,1.83,.30,.36,.42,.32,.38,.44,.34,.40,.47,.37,.44,.50,49.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,BSX,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.62,1.61,2.17,.14,.23,NA,.15,.44,NA,.16,.47,NA,.17,.47,NA,53.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,GDT,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.32,2.42,2.65,.60,.56,NA,.62,.58,NA,.57,.63,NA,.63,.66,NA,64.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,JNJ,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,2.69,3.08,3.37,.69,.83,NA,.70,.82,NA,.69,.78,NA,.61,.64,NA,68.00,NEUTRAL,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,MDT,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,30 Apr 2004,1.63,1.87,2.17,.37,.43,NA,.39,.44,NA,.40,.46,NA,.48,.53,NA,58.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,STJ,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.92,1.15,1.39,.21,.26,NA,.22,.27,NA,.23,.30,NA,.26,.32,NA,42.00,OUTPERFORM,NO,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,SMA,"Medical Supplies & Devices: The Wait is Over: SCD-HeFT Data","Adam Galeon",David DeMartino Christopher Pasquale ,31 Dec 2003,.24,.45,.83,.07,.06,.18,.07,.12,.21,.06,.13,.22,.04,.14,.21,21.00,NEUTRAL,YES,OVERWEIGHT,Medical Supplies & Devices,
19 Jan 2005,RDC,"RDC: Q404 MWR: Raising Estimates and Target","Ken Sill",Arun Jayaram Bradley Ruhoff ,31 Dec 2003,-0.08,0.19,1.41,-0.18,-0.11,0.23,-0.07,-0.02,0.33,0.12,0.15,0.45,0.05,0.16,0.4,33.0,NEUTRAL,NO,OVERWEIGHT,Oil & Gas Equipment & Services,
19 Jan 2005,SWKS,"SWKS: Grounded at the Hub","Randy Abrams",Michael Masdea ,30 Sep 2003,-0.13,0.31,0.37,-0.01,0.04,0.13,-0.01,0.05,0.03,-0.03,0.1,0.08,-0.07,0.12,0.13,8.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
19 Jan 2005,ACXM,"ACXM: Q3 Noise Support Continued Caution","Brandon Dobell",Christian Pitt ,31 Mar 2004,0.55,0.81,0.97,0.05,0.14,0,0.13,0.2,0,0.19,0.24,0,0.18,0.23,0,24.0,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
19 Jan 2005,AWG.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",Roger Reynolds ,31 Mar 2004,.48,.47,.57,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,857.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,UU.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",Roger Reynolds ,31 Mar 2004,.54,.54,.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,607.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,SVT.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",Roger Reynolds ,31 Mar 2004,69.16,58.47,82.91,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1031.0,NEUTRAL,NA,MARKETWEIGHT,Utilities,
19 Jan 2005,PNN.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",Roger Reynolds ,31 Mar 2004,.58,.57,.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1079.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,KEL.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",Roger Reynolds ,31 Mar 2004,.46,.48,.43,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,619.00,NEUTRAL,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,NGT.L,"SVT.L: Severn Trent - Ofwat acceptance: dividend flow set","Dominic Nash",,31 Mar 2004,.35,.35,.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,533.00,OUTPERFORM,NO,MARKETWEIGHT,Utilities,
19 Jan 2005,SYST.VX,"AM Call: SYST.VX Synthes - Q4 2004","Christoph Gretler",,31 Dec 2003,2.74,3.29,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,165.00,OUTPERFORM,NO,OVERWEIGHT,Medical Devices & Healthcare Services,
20 Jan 2005,BVF,"Biovail Corporation Earnings Model","Kenneth Kulju",Jessica Li ,31 Dec 2003,1.19,1.26,1.47,.32,.18,.21,.39,.28,.32,.47,.31,.34,.60,.49,.59,18.50,UNDERPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
20 Jan 2005,FTO,"Frontier Oil Corporation Earnings Model","Mark Flannery",,31 Dec 2003,.72,2.08,2.59,-.34,-.37,.44,.10,1.60,.96,.70,.39,.74,.27,.47,.46,22.0,UNDERPERFORM,NA,MARKET WEIGHT,Independent Refiners,
20 Jan 2005,SMWH.L,"AM Call: SMWH.L Smith (WH) - And they're off!","David Jeary",Tony Shiret Sally Ronald Nathan Cockrell Lindsay Ireland Nicolas Regnier ,31 Aug 2004,18.12,29.17,33.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.0,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
20 Jan 2005,ARI.L,"AM Call: NEX.L National Express - Sell - relative to the sector","Chris Reid",,31 Dec 2003,.36,.39,.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,404.00,NEUTRAL,NO,OVERWEIGHT,Transport,
20 Jan 2005,NEX.L,"AM Call: NEX.L National Express - Sell - relative to the sector","Chris Reid",,31 Dec 2003,57.47,70.77,74.38,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,763.0,UNDERPERFORM,NO,OVERWEIGHT,Transport,
20 Jan 2005,GOG.L,"AM Call: NEX.L National Express - Sell - relative to the sector","Chris Reid",,30 Jun 2003,.84,1.07,1.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1406.00,OUTPERFORM,NO,OVERWEIGHT,Transport,
20 Jan 2005,SGC.L,"AM Call: NEX.L National Express - Sell - relative to the sector","Chris Reid",,30 Apr 2004,.07,.07,.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,110.00,OUTPERFORM,NO,OVERWEIGHT,Transport,
20 Jan 2005,FRX,"Forest Laboratories Inc. Earnings Model","Kenneth Kulju",Chris Schott ,31 Mar 2004,1.95,2.6,2.72,.48,.60,.60,.49,.79,.67,.60,.70,.70,.38,.51,.76,49.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
20 Jan 2005,ALBK.I,"UK Banks - Staying alive in 2005","Jonathan Pierce",Alastair MacIntosh Michael Lever ,31 Dec 2003,1.15,1.27,1.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.30,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,BARC.L,"UK Banks - Staying alive in 2005","Michael Lever",Alastair MacIntosh Jonathan Pierce ,31 Dec 2003,.48,.55,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,750.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,BKIR.I,"UK Banks - Staying alive in 2005","Jonathan Pierce",Alastair MacIntosh ,31 Mar 2003,1.03,1.15,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.40,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,LLOY.L,"UK Banks - Staying alive in 2005","Michael Lever",Jonathan Pierce Alastair MacIntosh ,31 Dec 2003,.39,.43,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,515.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,RBS.L,"UK Banks - Staying alive in 2005","Michael Lever",Alastair MacIntosh Jonathan Pierce ,31 Dec 2003,1.56,1.73,1.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2190.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,STAN.L,"UK Banks - Staying alive in 2005","Michael Lever",Alastair MacIntosh Jonathan Pierce ,31 Dec 2003,.95,1.24,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,915.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,AL.L,"UK Banks - Staying alive in 2005","Jonathan Pierce",Alastair MacIntosh Michael Lever ,31 Dec 2003,.71,.81,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,980.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,HBOS.L,"UK Banks - Staying alive in 2005","Michael Lever",Jonathan Pierce Alastair MacIntosh ,31 Dec 2003,.68,.83,.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1090.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,NRK.L,"UK Banks - Staying alive in 2005","Jonathan Pierce",Alastair MacIntosh Michael Lever ,31 Dec 2003,.67,.75,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,970.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,BB.L,"UK Banks - Staying alive in 2005","Jonathan Pierce",Alastair MacIntosh Michael Lever ,31 Dec 2003,.30,.32,.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,385.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,HSBA.L,"UK Banks - Staying alive in 2005","Michael Lever",Jonathan Pierce Alastair MacIntosh ,31 Dec 2003,.60,1.11,1.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1000.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,EGG.L,"UK Banks - Staying alive in 2005","Michael Lever",Alastair MacIntosh Jonathan Pierce ,31 Dec 2003,.08,.12,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,140.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,LLTC,"LLTC: Finding a Bottom?","Michael Masdea",,30 Jun 2004,1.03,1.3,1.3,0.22,0.33,0.32,0.23,0.33,0.32,0.27,0.32,0.33,0.31,0.32,0.33,46.5,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,SCBf.BK,"Asian Daily: Thailand - Siam Commercial Bank. Maintain NEUTRAL","Sanjay Jain",Siriporn Sothikul ,31 Dec 2003,3.74,4.18,4.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.00,NEUTRAL,NA,NA,NA,
20 Jan 2005,KBANf.BK,"Asian Daily: Thailand - Kasikornbank. Maintain NEUTRAL","Sanjay Jain",Siriporn Sothikul ,31 Dec 2003,6.3,4.8,5.84,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,58.00,NEUTRAL,NA,NA,NA,
20 Jan 2005,BAY.BK,"Asian Daily: Thailand - Bank of Ayudhya. Maintain UNDERPERFORM","Sanjay Jain",Siriporn Sothikul ,31 Dec 2003,1.23,1.59,1.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.00,UNDERPERFORM,NA,NA,NA,
20 Jan 2005,2353.TW,"Asian Daily: Taiwan - Acer Inc. Maintain OUTPERFORM","Kevin Y Chang",,31 Dec 2003,3.32,3.52,4.3,.30,.64,.87,.63,.48,.67,1.78,.68,.98,.66,1.11,1.01,55.00,OUTPERFORM,NA,NA,NA,
20 Jan 2005,000810.KS,"Asian Daily: South Korea - Samsung Fire & Marine. OUTPERFORM","Seok Yun",SunMok Ha ,31 Mar 2004,4318.0,8295.0,9936.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,90000.00,OUTPERFORM,NA,NA,NA,
20 Jan 2005,016990.KQ,"Asian Daily: South Korea - LG Micron. Maintain OUTPERFORM","John Sung",,31 Dec 2003,4673.0,7217.0,8564.0,1788.48,1873.28,2251.29,314.38,1734.09,2404.79,974.56,2055.11,2609.45,1595.26,2028.22,2967.61,71300.00,OUTPERFORM,NA,NA,NA,
20 Jan 2005,000240.KS,"Asian Daily: South Korea - Hankook Tire Co. Ltd. OUTPERFORM","Sokje Lee",,31 Dec 2003,671.0,1279.0,1514.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,15000.00,OUTPERFORM,NA,NA,NA,
20 Jan 2005,VENM.SI,"Asian Daily: Singapore - Venture Corporation.Maintain OUTPERFORM","Keng Hock Lim",,31 Dec 2003,0.93,0.98,1.18,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.70,OUTPERFORM,NA,NA,NA,
20 Jan 2005,SPRM.SI,"Asian Daily: Singapore - Singapore Press Holdings. UNDERPERFORM","Sean Quek",Clarice Khoo ,31 Aug 2004,0.31,0.24,0.25,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.36,UNDERPERFORM,NA,NA,NA,
20 Jan 2005,MONE.SI,"Asian Daily: Singapore - MobileOne Ltd. Maintain NEUTRAL","Sean Quek",Clarice Khoo ,31 Dec 2004,0.15,0.13,0.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.72,NEUTRAL,NA,NA,NA,
20 Jan 2005,GAMU.KL,"Asian Daily: Malaysia - Gamuda. Maintain OUTPERFORM","Danny Goh",Nik Hanim ,31 Jul 2004,0.35,0.44,0.54,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,6.70,OUTPERFORM,NA,NA,NA,
20 Jan 2005,HUGH.BO,"Asian Daily:India -Hughes Software Systems.Maintain UNDERPERFORM","Bhuvnesh Singh",Ashis Kumar ,31 Mar 2004,22.8,36.7,44.0,4.48,7.24,8.05,4.98,7.54,8.70,7.18,8.16,9.35,6.24,7.57,10.67,420.00,UNDERPERFORM,NA,NA,NA,
20 Jan 2005,CACT.SI,"Asian Daily: Singapore - CapitaCommercial Trust. UNDERPERFORM","Ernest Fong",Melissa Bon ,31 Dec 2004,0.04,0.07,0.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.12,UNDERPERFORM,NA,NA,NA,
20 Jan 2005,0142.HK,"Asian Daily: Hong Kong - First Pacific. Maintain OUTPERFORM","Gary Chan",Peter Hilton Andrew Lee ,31 Dec 2003,0.03,0.04,0.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,3.15,OUTPERFORM,NA,NA,NA,
20 Jan 2005,0142.HK,"Asian Daily: Hong Kong - First Pacific. Maintain OUTPERFORM","Gary Chan",Peter Hilton Andrew Lee ,31 Dec 2003,.03,.04,.05,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NA,NA,3.15,OUTPERFORM,NO,NA,NA,
20 Jan 2005,AMAT,"Semiconductor Equipment: SEMI Dec. B:Bill Preview - 1/20/05","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,TER,"Semiconductor Equipment: SEMI Dec. B:Bill Preview - 1/20/05","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.55,.84,-.43,-.26,.20,-.20,-.19,.39,-.18,-.14,.21,-.08,.04,.02,.03,10.00,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,GM,"GM: 2005 Outlook: $4.00 - $5.00 (In Three Quarters)","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.4,3.7,5.95,2.25,0.05,NA,2.36,1.41,NA,0.78,0.46,NA,0.79,1.77,NA,42.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
20 Jan 2005,EBAY,"AM CALL: EBAY: Q4 Results In Line","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Dec 2004,1.21,1.59,2.04,0.31,0.37,NA,0.29,0.36,NA,0.28,0.37,NA,0.33,0.48,NA,120.0,OUTPERFORM,NA,OVERWEIGHT,Consumer Internet,
20 Jan 2005,QLGC,"AM CALL: QLGC: Right on Q","Andrew McCullough",Christopher Kelleher Peter Possemato ,31 Mar 2004,1.48,1.71,1.94,0.35,0.36,0.46,0.37,0.4,0.47,0.39,0.48,0.5,0.36,0.46,0.51,40.0,NEUTRAL,NA,MARKETWEIGHT,Data Storage,
20 Jan 2005,SYMC,"AM CALL: SYMC: Strong Quarter Consumer Leads the Way Again","Philip Winslow",,31 Mar 2004,0.59,0.86,1.02,0.11,0.18,0.24,0.13,0.2,0.25,0.17,0.24,0.26,0.18,0.24,0.27,27.0,NEUTRAL,NA,OVERWEIGHT,Enterprise Infrastructure Software,
20 Jan 2005,KNX,"AM CALL: KNX: Initial Comments on KNGT's 4Q04 Results","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,0.83,0.98,1.18,0.16,0.21,NA,0.2,0.25,NA,0.22,0.26,NA,0.25,0.26,NA,23.0,NEUTRAL,NA,MARKETWEIGHT,Truckload,
20 Jan 2005,APH,"AM CALL: APH: The Dell of Connectors","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.82,2.2,0.27,0.4,0.51,0.3,0.45,0.54,0.32,0.47,0.56,0.37,0.51,0.6,43.0,NEUTRAL,NA,MARKETWEIGHT,Electronic Components,
20 Jan 2005,MOLXE,"AM CALL: APH: The Dell of Connectors","Michael Walker",Tron Wang William Stein ,30 Jun 2004,.92,1.25,1.45,.17,.29,.34,.21,.30,.37,.24,.32,.37,.30,.34,.38,30.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,APH,"AM CALL: MOLXE: Update Post APH's Q4","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.82,2.20,.27,.40,.51,.30,.45,.54,.32,.47,.56,.37,.51,.60,43.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,MOLXE,"AM CALL: MOLXE: Update Post APH's Q4","Michael Walker",Tron Wang William Stein ,30 Jun 2004,0.92,1.25,1.45,0.17,0.29,0.34,0.21,0.3,0.37,0.24,0.32,0.37,0.3,0.34,0.38,30.0,NEUTRAL,NA,MARKETWEIGHT,Electronic Components,
20 Jan 2005,AMAT,"AM CALL: KLAC: F2Q05 (Dec) Preview","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,KLAC,"AM CALL: KLAC: F2Q05 (Dec) Preview","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,0.67,1.21,2.05,0.23,0.18,0.58,0.15,0.22,0.59,0.14,0.33,0.5,0.15,0.48,0.38,40.0,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,CYMI,"AM CALL: Semiconductor Equipment: Data Deposition: ASML F4Q04","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.23,.94,.46,-.10,.19,.08,-.11,.27,.08,-.06,.39,.13,.04,.10,.17,20.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,AMAT,"AM CALL: LRCX: F2Q05 (Dec) Preview","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,LRCX,"AM CALL: LRCX: F2Q05 (Dec) Preview","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,0.09,0.62,1.93,0.02,0.04,0.64,0.02,0.07,0.52,0.03,0.14,0.43,0.02,0.37,0.34,29.0,OUTPERFORM,NA,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,QCOM,"AM CALL: QCOM: Market Slowdown Continues","Michael Ounjian",Jai Kapadia ,30 Sep 2004,1.07,1.16,1.33,0.24,0.28,NA,0.26,0.28,NA,0.28,0.3,NA,0.3,0.3,NA,42.5,NEUTRAL,YES,MARKETWEIGHT,Wireless Telecommunications Equipment,
20 Jan 2005,BNI,"AM CALL: UNP: Downgrading to Underperform","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,2.09,2.72,3.34,.40,.52,.64,.54,.67,.83,.55,.77,.93,.61,.77,.95,54.00,OUTPERFORM,NO,MARKETWEIGHT,Railroad,
20 Jan 2005,UNP,"AM CALL: UNP: Downgrading to Underperform","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,4.21,2.86,3.54,0.6,0.63,0.53,1.09,0.6,0.83,1.21,0.77,1.05,1.28,0.85,1.12,54.0,UNDERPERFORM,NA,MARKETWEIGHT,Railroad,
20 Jan 2005,BNI,"AM CALL: BNI: Upgrading to Outperform","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,2.09,2.72,3.34,0.4,0.52,0.64,0.54,0.67,0.83,0.55,0.77,0.93,0.61,0.77,0.95,54.0,OUTPERFORM,NA,MARKETWEIGHT,Railroad,
20 Jan 2005,UNP,"AM CALL: BNI: Upgrading to Outperform","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2003,4.21,2.86,3.54,.60,.63,.53,1.09,.60,.83,1.21,.77,1.05,1.28,.85,1.12,54.00,UNDERPERFORM,NO,MARKETWEIGHT,Railroad,
20 Jan 2005,WWY,"AM CALL: WWY: We are Raising our Rating to Outperform","Robert Moskow",David Nelson ,31 Dec 2003,1.98,2.22,2.47,0.43,0.49,0.53,0.56,0.62,0.66,0.5,0.56,0.63,0.49,0.55,0.65,78.0,OUTPERFORM,NA,UNDERWEIGHT,Packaged Foods,
20 Jan 2005,JKHY,"JKHY: First Look at 2Q05 Results","Paul Bartolai",Dris Upitis Tomasz Marcinkowski ,30 Jun 2004,0.68,0.83,0.97,0.15,0.18,0.22,0.16,0.19,0.23,0.18,0.22,0.25,0.19,0.24,0.27,24.0,OUTPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
20 Jan 2005,SPW,"SPW: SPX to Sell Kendro to Thermo Electron","Nicole Parent",,31 Dec 2003,3.41,1.38,2.4,0.5,0,NA,0.66,0,NA,0.98,0,NA,1.3,0,NA,38.0,NEUTRAL,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
20 Jan 2005,RENA.PA,"AM Call: VOLVB.ST Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,9.32,10.45,11.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,DCXGn.DE,"AM Call: VOLVB.ST Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,2.01,2.70,2.65,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,MANG.F,"AM Call: VOLVB.ST Volvo - As good as it gets?","Harald Hendrikse",Charlotte Dalton ,31 Dec 2003,1.43,2.09,3.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
20 Jan 2005,VOWG.F,"AM Call: VOLVB.ST Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,3.97,2.15,2.71,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,41.00,OUTPERFORM,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,VOLVb.ST,"AM Call: VOLVB.ST Volvo - As good as it gets?","Michael Dean",Harald Hendrikse Charlotte Dalton ,31 Dec 2003,0.67,21.01,23.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,295.0,NEUTRAL,NA,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,AIRA.KL,"Asian Daily: Malaysia - AirAsia. Maintain NEUTRAL","Peter Hilton",Felix Rusli Andrew Lee ,30 Jun 2004,0.03,0.1,0.14,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1.80,NEUTRAL,NA,NA,NA,
20 Jan 2005,AGS.L,"CSFB Media Daily - Friday 20 January 2005","Frederik Kooij",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,.05,.06,.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,NEUTRAL,NO,OVERWEIGHT,Media,
20 Jan 2005,PSON.L,"CSFB Media Daily - Friday 20 January 2005","Simon Mays-Smith",Geoffroy Decarbonnieres Giasone Salati ,31 Dec 2003,.32,.30,.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,700.00,OUTPERFORM,NO,OVERWEIGHT,Media,
20 Jan 2005,EMI.L,"CSFB Media Daily - Friday 20 January 2005","Nick Bertolotti",Frederik Kooij Simon Mays-Smith Geoffroy Decarbonnieres Giasone Salati Neil Shelton ,31 Mar 2004,.15,.14,.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,UNDERPERFORM,YES,OVERWEIGHT,Media,
20 Jan 2005,EAUG.PA,"CSFB Media Daily - Friday 20 January 2005","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
20 Jan 2005,LAGA.PA,"CSFB Media Daily - Friday 20 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres ,31 Dec 2003,3.06,3.86,4.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,54.00,NEUTRAL,NO,OVERWEIGHT,Media,
20 Jan 2005,MS.MI,"CSFB Media Daily - Friday 20 January 2005","Nick Bertolotti",Giasone Salati Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.39,.49,.52,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.75,NEUTRAL,YES,OVERWEIGHT,Media,
20 Jan 2005,ALBK.I,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,1.15,1.27,1.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,18.30,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,BARC.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.48,.55,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,750.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,BKIR.I,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Mar 2003,1.03,1.15,1.23,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,14.40,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,LLOY.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.39,.43,.46,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,515.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,RBS.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,1.56,1.73,1.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2190.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,STAN.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.95,1.24,1.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,915.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,AL.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.71,.81,.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,980.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,HBOS.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.68,.83,.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1090.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,NRK.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.67,.75,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,970.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,BB.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.30,.32,.34,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,385.00,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,HSBA.L,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.60,1.11,1.24,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1000.00,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,BBVA.MC,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.80,.95,1.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.90,OUTPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,SAN.MC,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,.58,.72,.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.60,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,BKT.MC,"CSFB Breakfast Banker - Thursday 20 January 2005","Nick Bertolotti",Alastair MacIntosh ,31 Dec 2003,2.40,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,KESA.L,"KESA.L: Kesa Electricals - Q4 trading update","Nathan Cockrell",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Jan 2004,.21,.23,.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,340.00,OUTPERFORM,NO,UNDERWEIGHT,General Retailing,
20 Jan 2005,BFP.L,"SOF.L: Somerfield - Interim results review","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Mar 2004,.14,.09,.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,95.00,NEUTRAL,NO,MARKETWEIGHT,Food & Drug Retailing,
20 Jan 2005,MRW.L,"SOF.L: Somerfield - Interim results review","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier David Jeary Nathan Cockrell ,31 Jan 2004,.13,.09,.15,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
20 Jan 2005,SBRY.L,"SOF.L: Somerfield - Interim results review","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Nathan Cockrell David Jeary ,31 Mar 2004,.27,.09,.10,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,225.00,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
20 Jan 2005,TSCO.L,"SOF.L: Somerfield - Interim results review","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier Tony Shiret Nathan Cockrell ,28 Feb 2004,.16,.19,.21,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,325.00,OUTPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
20 Jan 2005,SOF.L,"SOF.L: Somerfield - Interim results review","Andrew Kasoulis",Sally Ronald Lindsay Ireland Nicolas Regnier ,30 Apr 2004,8.76,11.53,12.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.0,UNDERPERFORM,NO,MARKETWEIGHT,Food & Drug Retailing,
20 Jan 2005,ASML.AS,"ASML.AS: ASML - Q4 results: Bottom within sight how signifi...","Jean Danjou",Antoine Badel ,31 Dec 2004,0.54,0.56,0.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.0,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
20 Jan 2005,6701,"NEC Electronics - Becoming a Winner in Software Solutions","Noriya Nishi",,31 Mar 2004,23.67,22.73,25.44,0,0,0,0,0,0,0,0,0,0,0,0,585.00,NEUTRAL,NO,OVERWEIGHT,Electrical Machinery,
20 Jan 2005,6702,"NEC Electronics - Becoming a Winner in Software Solutions","Noriya Nishi",,31 Mar 2004,24.55,36.27,40.00,0,0,0,0,0,0,0,0,0,0,0,0,800.00,OUTPERFORM,NO,OVERWEIGHT,Electrical Machinery,
20 Jan 2005,6724,"NEC Electronics - Becoming a Winner in Software Solutions","Noriya Nishi",Noriya Nishi ,31 Mar 2004,204.70,295.40,259.80,0,0,0,0,0,0,0,0,0,0,0,0,4600.00,NEUTRAL,NO,MARKETWEIGHT,Precision,
20 Jan 2005,6723,"NEC Electronics - Becoming a Winner in Software Solutions","Noriya Nishi",,31 Mar 2004,240.61,94.74,280.97,60.44,70.2,0,49.91,44.73,0,68.66,0,0,61.6,0,0,6750.0,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor,
20 Jan 2005,4901,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,160.38,158.10,199.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3900.00,NEUTRAL,NO,MARKETWEIGHT,Precision,
20 Jan 2005,7741,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,350.96,617.05,669.74,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13700.00,OUTPERFORM,NO,MARKETWEIGHT,Precision,
20 Jan 2005,7751,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Dec 2003,313.81,383.03,384.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5000.00,NEUTRAL,NO,MARKETWEIGHT,Precision,
20 Jan 2005,7752,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,123.63,113.74,146.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,2550.00,OUTPERFORM,NO,MARKETWEIGHT,Precision,
20 Jan 2005,7733,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,143.27,127.05,136.12,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,0,NOT RATED,NO,NA,NA,
20 Jan 2005,4902,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,36.39,44.29,96.01,0,0,0,0,0,0,0,0,0,0,0,0,1600.00,OUTPERFORM,NO,MARKETWEIGHT,Precision,
20 Jan 2005,6724,"Imaging Tech: Precision Instruments - Oct-Dec Results Preview","Kunihiko Kanno",,31 Mar 2004,204.70,295.40,259.80,0,0,0,0,0,0,0,0,0,0,0,0,4600.00,NEUTRAL,NO,MARKETWEIGHT,Precision,
20 Jan 2005,LOGN.S,"LOGN.S: Logitech - Q3 FY 2005 results - first take","Christoph Gretler",,31 Mar 2004,2.64,3.04,3.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,80.00,OUTPERFORM,NO,UNDERWEIGHT,Technology Hardware & Equipment,
20 Jan 2005,APH,"Amphenol Corporation Earnings Model","Michael Walker",,31 Dec 2003,1.26,1.82,2.2,.27,.40,.51,.30,.45,.54,.32,.47,.56,.37,.51,.60,43.00,NEUTRAL,NA,MARKET WEIGHT,Electronic Components,
20 Jan 2005,WWY,"Wm. Wrigley Jr. Company Earnings Model","Robert Moskow",David Nelson ,31 Dec 2003,1.98,2.22,2.47,.43,.49,.53,.56,.62,.66,.50,.56,.63,.49,.55,.65,78.0,OUTPERFORM,NA,UNDERWEIGHT,Packaged Foods,
20 Jan 2005,HUMC,"HUMC: Q1/05 Results: Seasonally Weak","Ralph Garcea",Damian Wojcichowsky ,30 Sep 2004,1.4,1.6,1.82,0.3,0.35,0.38,0.34,0.36,0.44,0.36,0.42,0.48,0.41,0.47,0.52,30.0,OUTPERFORM,YES,MARKETWEIGHT,Software & Services, Canada,
20 Jan 2005,RIGL,"RIGL: A SyK Deal With Pfizer","Mark Augustine",Richard Troyer Michele Park ,31 Dec 2003,-4.16,-3.19,-2.21,-1.53,-0.81,NA,-1.9,-0.68,NA,-0.78,-0.88,NA,-0.8,-0.82,NA,37.0,OUTPERFORM,YES,OVERWEIGHT,Biotechnology,
20 Jan 2005,COF,"COF: Q4 Lower on Marketing - Should Help '05","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2004,6.5,6.9,7.75,1.84,1.91,NA,1.65,1.71,NA,1.97,1.86,NA,0.77,1.43,NA,93.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
20 Jan 2005,QCOM,"QUALCOMM Inc. Earnings Model","Michael Ounjian",Shannon Mikus ,30 Sep 2004,1.07,1.16,1.33,.24,.28,NA,.26,.28,NA,.28,.30,NA,.30,.30,NA,42.50,NEUTRAL,NA,MARKET WEIGHT,Wireless Telecommunications Equipment,
20 Jan 2005,GM,"General Motors Corp. Earnings Model","Chris Ceraso",,31 Dec 2004,6.40,3.7,5.95,2.25,.05,NA,2.36,1.41,NA,.78,.46,NA,.79,1.77,NA,42.0,OUTPERFORM,NA,UNDERWEIGHT,Automotive,
20 Jan 2005,QLGC,"QLogic Corp Earnings Model","Andrew McCullough",,31 Mar 2004,1.48,1.71,1.94,.35,.36,.46,.37,.40,.47,.39,.48,.50,.36,.46,.51,40.00,NEUTRAL,NA,MARKET WEIGHT,Data Storage,
20 Jan 2005,CMA,"CMA: 4Q04 Initial Look","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.75,4.36,4.6,1.0,0.92,NA,0.97,1.1,NA,0.89,1.13,NA,0.89,1.21,NA,57.0,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
20 Jan 2005,RYL,"RYL: Increasing Estimates on Strong Results","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Dec 2004,6.36,7.90,7.9,1.03,1.35,NA,1.51,1.95,NA,1.66,2.26,NA,2.17,2.35,NA,67.0,OUTPERFORM,NO,MARKETWEIGHT,Homebuilding,
20 Jan 2005,C,"C: First Impressions","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,4.04,4.40,4.4,0.98,NA,NA,1.02,NA,NA,1.02,NA,NA,1.02,NA,NA,60.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,T,"T: First Blush: Better 4Q '05 Outlook Slightly Weaker","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.18,1.64,1.95,0.62,0.21,.73,0.64,0.14,.56,0.58,0.75,.49,0.34,0.57,.32,15.0,UNDERPERFORM,NO,MARKETWEIGHT,Telecommunication Services,
20 Jan 2005,DHI,"DHI: Gross Margins Strong SG&A Leverage Down","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,30 Sep 2004,4.11,5.30,5.25,0.78,1.01,1.12,0.8,1.15,1.23,1.06,1.32,1.38,1.47,1.8,1.72,41.0,NEUTRAL,NO,MARKETWEIGHT,Homebuilding,
20 Jan 2005,UNH,"UNH: 4Q04 - First Blush","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.96,3.94,4.75,0.65,0.88,1.11,0.71,0.93,1.16,0.77,1.03,1.22,0.83,1.09,1.27,106.0,OUTPERFORM,NO,OVERWEIGHT,Managed Care,
20 Jan 2005,SUN,"SUN: Flash: 4Q04 Results Big Refining Numbers","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,4.32,7.91,7.08,1.12,1.17,1.31,1.04,3.12,2.37,1.4,1.67,1.96,0.47,1.96,1.44,68.0,UNDERPERFORM,NO,MARKETWEIGHT,Independent Refiners,
20 Jan 2005,ETH,"ETH: EPS Shortfall Drives Stock Down 5%; Lowering Ests","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,30 Jun 2004,2.3,2.39,2.57,0.5,0.51,0.56,0.64,0.63,0.64,0.61,0.62,0.69,0.57,0.63,0.68,40.0,NEUTRAL,NO,UNDERWEIGHT,Home Furnishings,
20 Jan 2005,G,"G: Earnings Preview","Lauren R. Lieberman",Judie Zbeda ,31 Dec 2003,1.34,1.67,1.88,0.25,0.37,0.43,0.33,0.42,0.46,0.41,0.47,0.51,0.35,0.41,0.47,41.0,UNDERPERFORM,NO,MARKETWEIGHT,Household & Personal Products, Large Cap.,
20 Jan 2005,KRB,"KRB: Returns Improving","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,1.79,2.05,2.3,0.33,0.4,0.49,0.42,0.51,0.54,0.5,0.56,0.6,0.54,0.59,0.66,33.0,OUTPERFORM,NO,MARKETWEIGHT,Specialty Finance,
20 Jan 2005,AVX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,KEM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,VSH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
20 Jan 2005,APH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.26,1.82,2.20,.27,.40,.51,.30,.45,.54,.32,.47,.56,.37,.51,.60,43.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
20 Jan 2005,SLR,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,-.03,.24,.35,-.06,.05,.08,-.02,.05,.08,.01,.06,.09,.04,.08,.10,5.00,NEUTRAL,YES,OVERWEIGHT,Electronic Manufacturing Services,
20 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
20 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
20 Jan 2005,RE,"SAFC: Calling the Top; Alternatively Talking Down the Market","Charles Gates",Jonathan Tischler ,31 Dec 2003,8.29,8.40,12.05,2.02,2.67,NA,1.94,3.07,NA,2.23,.08,NA,2.09,2.58,NA,85.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
20 Jan 2005,WSH,"SAFC: Calling the Top; Alternatively Talking Down the Market","Charles Gates",Jonathan Tischler ,31 Dec 2003,2.28,2.65,2.75,.73,.94,NA,.49,.57,NA,.37,.46,NA,.70,.68,NA,42.00,OUTPERFORM,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
20 Jan 2005,BRKA,"SAFC: Calling the Top; Alternatively Talking Down the Market","Charles Gates",Jonathan Tischler ,31 Dec 2003,3531.00,3000.00,3900.00,784.00,738.00,NA,862.00,946.00,NA,881.00,402.00,NA,1003.00,915.00,NA,92000.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
20 Jan 2005,PGR,"SAFC: Calling the Top; Alternatively Talking Down the Market","Charles Gates",Jonathan Tischler ,31 Dec 2004,6.95,5.65,NA,1.92,NA,NA,1.77,NA,NA,1.70,NA,NA,1.55,NA,NA,95.00,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
20 Jan 2005,SAFC,"SAFC: Calling the Top; Alternatively Talking Down the Market","Charles Gates",Jonathan Tischler ,31 Dec 2004,4.23,4.4,4.3,1.13,1.19,NA,1.38,1.06,NA,0.39,1.03,NA,1.32,1.13,NA,49.0,NEUTRAL,NO,MARKETWEIGHT,Property & Casualty & Multi Line Insurance,
20 Jan 2005,GDW,"GDW: Well Positioned for 2005; Raising Estimates","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,3.57,4.12,4.6,0.83,0.97,1.11,0.88,1.02,1.14,0.91,1.05,1.16,0.94,1.09,1.19,70.0,OUTPERFORM,NO,MARKETWEIGHT,Mortgage Finance,
20 Jan 2005,ACLS,"Data Deposition: Japan Dec B:B Results","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.41,.73,.30,-.06,.14,.04,-.09,.33,.05,-.27,.19,.09,.04,.07,.12,6.50,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,AMAT,"Data Deposition: Japan Dec B:B Results","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,KLAC,"Data Deposition: Japan Dec B:B Results","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.67,1.21,2.23,.23,.18,.58,.15,.22,.61,.14,.33,.55,.15,.48,.49,40.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,LRCX,"Data Deposition: Japan Dec B:B Results","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,2.00,.02,.04,.64,.02,.07,.59,.03,.14,.43,.02,.37,.35,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
20 Jan 2005,GDW,"Golden West Financial Earnings Model","Moshe Orenbuch",,31 Dec 2003,3.57,4.12,4.6,.83,.97,1.11,.88,1.02,1.14,.91,1.05,1.16,.94,1.09,1.19,70.00,OUTPERFORM,NA,MARKET WEIGHT,Mortgage Finance,
20 Jan 2005,C,"C: Following Up","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,4.04,4.25,4.75,0.98,NA,NA,1.02,NA,NA,1.02,NA,NA,1.02,NA,NA,60.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,TSS,"Total System Services Earnings Model","Dris Upitis",Paul Bartolai ,31 Dec 2004,.76,.91,0.91,.17,.20,NA,.18,.22,NA,.20,.23,NA,.22,.26,NA,14.00,UNDERPERFORM,NA,MARKET WEIGHT,Computer Services & IT Consulting,
20 Jan 2005,GBP,"GBP: Adjusting Estimates for Rent.com","Andrew Rosivach",Jessica Tully ,31 Dec 2004,2.39,2.25,2.17,.65,.68,.54,.61,.53,.54,.60,.50,.52,.53,.54,.57,28.00,UNDERPERFORM,NO,MARKETWEIGHT,REITS,
20 Jan 2005,ISIL,"ISIL: Exiting EEPROM","Michael Masdea",Edwin Tai ,31 Dec 2003,0.61,0.61,0.48,0.13,0.19,0.11,0.14,0.2,0.12,0.16,0.11,0.12,0.18,0.11,0.13,17.0,NEUTRAL,NO,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,CMA,"CMA: 4Q04 Follow-UP","Christopher Mutascio",Brian Zabora ,31 Dec 2003,3.75,4.36,4.45,1.0,0.92,NA,0.97,1.1,NA,0.89,1.13,NA,0.89,1.21,NA,57.0,UNDERPERFORM,NO,UNDERWEIGHT,Regional Banks,
20 Jan 2005,PKG,"PKG: PKG Q4--The Good The Bad and the Outlook","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,0.37,0.51,1.1,0.07,-0.06,0.12,0.1,0.13,0.27,0.14,0.24,0.37,0.06,0.2,0.34,25.0,OUTPERFORM,NO,OVERWEIGHT,Paper Products,
20 Jan 2005,AD,"AD: Strong First Quarter","Brandon Dobell",Christian Pitt ,30 Sep 2004,1.7,1.82,2.4,0.4,0.23,0,0.4,0.35,0,0.52,0.61,0,0.41,0.63,0,42.0,OUTPERFORM,NO,MARKETWEIGHT,Book Publishing & Information Services,
20 Jan 2005,ETH,"Ethan Allen Interiors Inc. Earnings Model","Ivy Zelman",,30 Jun 2004,2.30,2.39,2.57,.50,.51,.56,.64,.63,.64,.61,.62,.69,.57,.63,.68,40.00,NEUTRAL,NA,UNDERWEIGHT,Home Furnishings,
20 Jan 2005,SAB.L,"SAB.L: SAB Miller Plc - Buying into Bavaria?","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Mar 2004,0.75,1.02,1.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,970.0,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
20 Jan 2005,INTB.BR,"SAB.L: SAB Miller Plc - Buying into Bavaria?","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.45,1.76,1.95,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.50,OUTPERFORM,NO,MARKETWEIGHT,Beverages,
20 Jan 2005,HEIN.AS,"SAB.L: SAB Miller Plc - Buying into Bavaria?","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,1.64,1.51,1.62,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,22.50,UNDERPERFORM,NO,MARKETWEIGHT,Beverages,
20 Jan 2005,CARLb.CO,"SAB.L: SAB Miller Plc - Buying into Bavaria?","Michael Bleakley",Andy Bowley Jennifer Matthews ,31 Dec 2003,21.93,20.40,19.93,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,250.00,NEUTRAL,NO,MARKETWEIGHT,Beverages,
20 Jan 2005,GS,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,30 Nov 2004,8.92,8.25,NA,2.50,2.05,NA,2.31,1.84,NA,1.74,1.90,NA,2.36,2.46,NA,130.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,BK,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,1.88,2.10,2.35,.47,NA,NA,.48,NA,NA,.46,NA,NA,.48,NA,NA,35.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,C,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,4.04,4.40,4.75,.98,NA,NA,1.02,NA,NA,1.02,NA,NA,1.02,NA,NA,60.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,FITB,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Susan Roth Howard Chen Jennifer Huang ,31 Dec 2003,3.03,2.68,3.20,.72,.75,NA,.75,.79,NA,.76,.83,NA,.80,.31,NA,50.00,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
20 Jan 2005,JPM,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.87,3.0,3.65,0.84,NA,NA,0.78,NA,NA,0.6,NA,NA,0.64,NA,NA,50.0,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,STT,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,31 Dec 2004,2.48,2.75,3.10,.67,.63,NA,.68,.69,NA,.55,.68,NA,.59,.74,NA,45.00,NEUTRAL,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,WFC,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Susan Roth Howard Chen Jennifer Huang ,31 Dec 2003,3.65,4.10,4.57,.88,1.02,0,.90,1.00,0,.92,1.02,0,.95,1.04,0,70.00,OUTPERFORM,NO,UNDERWEIGHT,Regional Banks,
20 Jan 2005,MWD,"INTRADAY: JPM: Gauging Earning Power","Susan Roth",Howard Chen Jennifer Huang ,30 Nov 2004,4.17,4.35,NA,1.11,NA,NA,1.10,NA,NA,.76,NA,NA,1.09,NA,NA,65.00,OUTPERFORM,NO,MARKETWEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,POP.MC,"AM Call: POP.MC Banco Popular - Interest rates IAS and ...","Mariano Colmenar",Alastair MacIntosh ,31 Dec 2003,3.25,3.69,4.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,53.0,NEUTRAL,NA,OVERWEIGHT,Banks,
20 Jan 2005,BTO.MC,"AM Call: POP.MC Banco Popular - Interest rates IAS and ...","Mariano Colmenar",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
20 Jan 2005,BKT.MC,"AM Call: POP.MC Banco Popular - Interest rates IAS and ...","Mariano Colmenar",Alastair MacIntosh ,31 Dec 2003,2.40,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
20 Jan 2005,RENA.PA,"VOLVb.ST: Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,9.32,10.45,11.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,DCXGn.DE,"VOLVb.ST: Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,2.01,2.70,2.65,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.00,NEUTRAL,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,MANG.F,"VOLVb.ST: Volvo - As good as it gets?","Harald Hendrikse",Charlotte Dalton ,31 Dec 2003,1.43,2.09,3.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,OUTPERFORM,NO,MARKETWEIGHT,Capital Goods,
20 Jan 2005,VOWG.F,"VOLVb.ST: Volvo - As good as it gets?","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,3.97,2.15,2.71,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,41.00,OUTPERFORM,NO,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,VOLVb.ST,"VOLVb.ST: Volvo - As good as it gets?","Michael Dean",Harald Hendrikse Charlotte Dalton ,31 Dec 2003,0.67,21.01,23.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,295.0,NEUTRAL,NA,UNDERWEIGHT,Automobiles & Components,
20 Jan 2005,STI,"STI: 4Q04 Results Solid Earnings Quality","Christopher Mutascio",Brian Zabora ,31 Dec 2003,4.73,5.25,5.5,1.17,1.28,NA,1.17,1.36,NA,1.18,1.3,NA,1.21,1.31,NA,72.0,NEUTRAL,NO,UNDERWEIGHT,Regional Banks,
20 Jan 2005,BOL,"Bausch & Lomb Inc. Earnings Model","Kenneth Kulju",Jessica Li ,31 Dec 2003,2.27,2.9,3.34,.31,.42,.50,.53,.76,.82,.60,.79,.89,.83,.92,1.14,71.00,NEUTRAL,NA,OVERWEIGHT,Specialty Pharmaceuticals,
20 Jan 2005,CEPH,"Cephalon Inc. Earnings Model","Kenneth Kulju",Jessica Li ,31 Dec 2003,1.86,2.35,2.9,.25,.41,.51,.35,.45,.64,.51,.75,.87,.56,.74,.87,61.50,NEUTRAL,NA,OVERWEIGHT,Specialty Pharmaceuticals,
20 Jan 2005,CRL,"Charles River Laboratories Earnings Model","Kenneth Kulju",Jessica Li ,31 Dec 2003,1.64,1.96,2.32,.41,.47,.56,.42,.52,.62,.40,.51,.58,.42,.46,.56,51.00,OUTPERFORM,NA,OVERWEIGHT,Specialty Pharmaceuticals,
20 Jan 2005,BT.L,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",Richard Barker David George ,30 Mar 2004,.17,.18,.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,185.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,EQUT.PA,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",Richard Barker ,31 Dec 2000,0,0,0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.00,BUY,YES,NA,NA,
20 Jan 2005,TEL.OL,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",,31 Dec 2003,2.46,4.13,4.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,TEL2b.ST,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",Richard Barker ,31 Dec 2003,20.18,24.99,30.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,TELA.VI,"FTE.PA: France Telecom - Lacking the next leg of the story","Petros Katsoulas",David George ,31 Dec 2003,.26,.37,.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,TLSN.ST,"FTE.PA: France Telecom - Lacking the next leg of the story","Richard Barker",David George ,31 Dec 2003,2.88,2.99,2.99,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,31.50,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,TDC.CO,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",David George ,31 Dec 2003,18.04,16.76,17.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,234.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,KPN.AS,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,.39,.63,.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.90,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,TEF.MC,"FTE.PA: France Telecom - Lacking the next leg of the story","David George",Richard Barker Petros Katsoulas ,31 Dec 2003,.68,.74,.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,DTEGn.F,"FTE.PA: France Telecom - Lacking the next leg of the story","David George",Richard Barker Justinian Clifford Bowles ,31 Dec 2003,.09,.52,.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.50,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,PTCO.IN,"FTE.PA: France Telecom - Lacking the next leg of the story","Petros Katsoulas",Richard Barker ,31 Dec 2003,.55,.76,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,FTE.PA,"FTE.PA: France Telecom - Lacking the next leg of the story","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,1.37,1.60,1.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,25.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,SCMN.VX,"FTE.PA: France Telecom - Lacking the next leg of the story","Petros Katsoulas",Richard Barker ,31 Dec 2003,29.84,26.92,27.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
20 Jan 2005,ISIL,"ISIL: Exiting EEPROM","Michael Masdea",Edwin Tai ,31 Dec 2003,0.61,0.61,0.48,0.13,0.19,0.11,0.14,0.2,0.12,0.16,0.11,0.12,0.18,0.11,0.13,17.0,NEUTRAL,NA,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,HZO,"HZO: Reports Strong F1Q; Demand Remains Healthy","Scott Barry",Edward Loh ,30 Sep 2004,1.58,1.88,2.15,0.14,0.17,NA,0.34,0.43,NA,0.61,0.7,NA,0.48,0.59,NA,33.0,OUTPERFORM,YES,MARKETWEIGHT,Travel & Leisure,
20 Jan 2005,WYE,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.45,2.66,2.85,.54,.63,.64,.65,.62,.69,.65,.76,.80,.60,.66,.72,45.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,BMY,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.78,1.64,1.42,.41,.41,.35,.45,.46,.36,.49,.43,.37,.43,.34,.33,22.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,LLY,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.58,2.80,3.13,.61,.70,.74,.64,.68,.83,.66,.69,.73,.67,.73,.82,70.00,OUTPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,MRK,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,PFE,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2004,2.12,2.00,2.10,.52,.50,.51,.47,.46,.47,.55,.50,.53,.58,.52,.58,24.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,SGP,"Major Pharmaceuticals: Repatriation","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
20 Jan 2005,CBSS,"CBSS:4Q04 Results","Christopher Mutascio",Brian Zabora ,31 Dec 2003,2.69,2.95,3.2,0.64,0.69,NA,0.68,0.73,NA,0.68,0.75,NA,0.69,0.78,NA,47.0,NEUTRAL,NA,UNDERWEIGHT,Regional Banks,
20 Jan 2005,PHCC,"PHCC: Upgrading to Neutral","Kevin Berg",Jordan Fogel ,31 Dec 2003,1.16,1.14,1.19,0.3,0.28,0.29,0.26,0.3,0.28,0.28,0.29,0.3,0.32,0.28,0.32,21.0,NEUTRAL,NA,MARKETWEIGHT,US Healthcare Technology and Distribution,
20 Jan 2005,CIBN.VX,"CIBN.VX: Ciba Specialty Chemicals - FY 2004 preview","Neil Tyler",Fraser Hill ,31 Dec 2003,5.75,6.44,6.5,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,68.0,UNDERPERFORM,NA,UNDERWEIGHT,Chemicals,
20 Jan 2005,SUN,"SUN: 4Q04 Conference Call Hi-Acid Boost","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,4.32,8.57,7.24,1.12,1.17,1.47,1.04,3.12,2.38,1.4,1.67,1.98,0.47,2.62,1.41,78.0,UNDERPERFORM,NA,MARKETWEIGHT,Independent Refiners,
20 Jan 2005,VLO,"SUN: 4Q04 Conference Call Hi-Acid Boost","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,2.57,NA,NA,.76,NA,NA,.54,NA,NA,.75,NA,NA,.53,NA,NA,NA,RESTRICTED,NO,MARKETWEIGHT,Independent Refiners,
20 Jan 2005,JPM,"JPMorgan Chase & Co. Earnings Model","Susan Roth",,31 Dec 2004,2.87,3.0,3.65,.84,NA,NA,.78,NA,NA,.60,NA,NA,.64,NA,NA,50.00,OUTPERFORM,NA,MARKET WEIGHT,Brokerage & Multinational Banks,
20 Jan 2005,PPG,"PPG: Pretax Earnings In Line","William Young",Nancy Traub ,31 Dec 2004,4.06,5.15,6.2,0.71,1.05,1.3,1.12,1.5,1.95,1.15,1.4,1.7,1.09,1.2,1.25,77.0,OUTPERFORM,NA,OVERWEIGHT,Major Chemicals,
20 Jan 2005,SU.TO,"SU.CA: Uncertainty","Peter Best",Dominique Barker Adam Zive ,31 Dec 2003,2.27,2.28,1.78,0.77,0.46,0.14,0.25,0.43,0.12,0.62,0.73,0.47,0.62,0.66,1.04,40.0,NEUTRAL,NA,MARKETWEIGHT,Energy,
20 Jan 2005,HDI,"HDI: Reports Solid 4Q Results; Takeaways Mixed","Scott Barry",Edward Loh ,31 Dec 2004,3.0,3.35,3.72,0.68,0.74,NA,0.83,0.91,NA,0.77,0.89,NA,0.71,0.81,NA,62.0,NEUTRAL,NA,MARKETWEIGHT,Travel & Leisure,
20 Jan 2005,KNX,"WERN: There's Something To Be Said for In-Line","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,.83,1.07,1.32,.16,.22,NA,.20,.26,NA,.22,.28,NA,.25,.31,NA,26.00,NEUTRAL,NO,MARKETWEIGHT,Truckload,
20 Jan 2005,WERN,"WERN: There's Something To Be Said for In-Line","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,1.08,1.3,1.43,0.19,0.22,NA,0.27,0.33,NA,0.3,0.36,NA,0.32,0.39,NA,23.0,OUTPERFORM,NA,MARKETWEIGHT,Truckload,
20 Jan 2005,CYT,"CYT: 4Q04--A lot of Noise in the Numbers","John McNulty",Keith Siegner ,31 Dec 2004,2.9,3.64,4.16,0.78,0.88,NA,0.78,0.96,NA,0.66,0.89,NA,0.68,0.91,NA,64.0,OUTPERFORM,NA,MARKETWEIGHT,Specialty Chemicals,
20 Jan 2005,ALTR,"XLNX: 44% Wing 56% Prayers","Michael Masdea",Suji De Silva ,31 Dec 2003,.40,.64,.50,.08,.15,.11,.09,.20,.11,.11,.17,.12,.12,.12,.16,18.00,NEUTRAL,NO,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,XLNX,"XLNX: 44% Wing 56% Prayers","Michael Masdea",Suji De Silva ,31 Mar 2004,0.77,0.85,0.83,0.15,0.26,0.18,0.16,0.24,0.19,0.19,0.17,0.21,0.27,0.18,0.25,27.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,ADI,"XLNX: 44% Wing 56% Prayers","Michael Masdea",,31 Oct 2003,.79,1.46,1.27,.16,.30,.29,.19,.39,.30,.21,.43,.33,.23,.34,.35,36.00,NEUTRAL,NO,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,LLTC,"XLNX: 44% Wing 56% Prayers","Michael Masdea",,30 Jun 2004,1.03,1.30,1.30,.22,.33,.32,.23,.33,.32,.27,.32,.33,.31,.32,.33,46.50,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,MXIM,"XLNX: 44% Wing 56% Prayers","Michael Masdea",,30 Jun 2004,1.20,1.63,1.66,.25,.42,.40,.28,.41,.41,.31,.40,.41,.36,.40,.44,52.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
20 Jan 2005,KMI,"KMI: EPS In-line; Target $76","Faisel Khan",,31 Dec 2003,3.3,3.81,4.26,0.9,1.02,NA,0.76,0.84,NA,0.77,0.9,NA,0.89,1.03,NA,76.0,OUTPERFORM,NA,MARKETWEIGHT,Natural Gas,
20 Jan 2005,CVC,"CVC: To Sell VOOM to DISH","Bryan Kraft",Carrie Hart Ido Cohen Steven Glik ,31 Dec 2003,-1.21,-1.35,-0.02,-0.51,-0.35,NA,-0.82,-0.49,NA,-0.35,-0.15,NA,-0.69,-0.32,NA,27.0,NEUTRAL,NA,UNDERWEIGHT,Cable TV & Satellite,
20 Jan 2005,UNH,"UNH: Leading Off With a Hit","Patrick Hojlo",Lennox Ketner Christopher Pasquale ,31 Dec 2003,2.96,3.94,4.75,0.65,0.88,1.11,0.71,0.93,1.16,0.77,1.03,1.22,0.83,1.09,1.27,106.0,OUTPERFORM,NA,OVERWEIGHT,Managed Care,
20 Jan 2005,CNE.L,"AM Call: CNE.L Cairn Energy - Returned to fair value","Katherine Tonks",,31 Dec 2003,31.42,20.3,24.98,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1081.0,NEUTRAL,NA,MARKETWEIGHT,Integrated Oil & Gas/E&P,
20 Jan 2005,BOC.L,"AM Call: BOC.L BOC Group - 1Q 2005 preview","Neil Tyler",Andrew Stott Fraser Hill ,30 Sep 2004,64.09,67.03,67.59,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,900.0,NEUTRAL,NA,UNDERWEIGHT,Chemicals,
20 Jan 2005,LOGN.S,"AM Call: LOGN.S Logitech - Powering ahead","Christoph Gretler",,31 Mar 2004,2.64,3.04,3.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,80.0,OUTPERFORM,NA,UNDERWEIGHT,Technology Hardware & Equipment,
21 Jan 2005,PPG,"PPG Industries Inc. Earnings Model","William Young",Nancy Traub ,31 Dec 2004,4.06,5.15,6.2,.71,1.05,1.30,1.12,1.50,1.95,1.15,1.40,1.70,1.09,1.20,1.25,77.00,OUTPERFORM,NA,OVERWEIGHT,Major Chemicals,
21 Jan 2005,SCIB.BK,"Asian Daily: Thailand - Siam City Bank. Maintain OUTPERFORM","Sanjay Jain",Siriporn Sothikul ,31 Dec 2003,1.72,3.07,2.84,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,27.00,OUTPERFORM,NA,NA,NA,
21 Jan 2005,KTB.BK,"Asian Daily: Thailand - Krung Thai Bank. Maintain OUTPERFORM","Sanjay Jain",,31 Dec 2003,0.78,1.14,1.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.50,OUTPERFORM,NA,NA,NA,
21 Jan 2005,BBLf.BK,"Asian Daily: Thailand - Bangkok Bank. Maintain OUTPERFORM","Sanjay Jain",Siriporn Sothikul ,31 Dec 2003,7.6,10.8,10.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,120.00,OUTPERFORM,NA,NA,NA,
21 Jan 2005,2352.TW,"Asian Daily: Taiwan - Benq Corp. Upgrade to NEUTRAL","Alison Yip",James Chiu ,31 Dec 2003,3.63,2.19,4.46,.70,1.32,.15,.69,1.28,.26,1.07,.59,.70,1.13,.20,1.08,37.92,NEUTRAL,NA,NA,NA,
21 Jan 2005,0008.HK,"Asian Daily: Hong Kong - PCCW Ltd. Maintain UNDERPERFORM","Jeffrey Tan",Edison Lee ,31 Dec 2003,-1.23,0.4,0.4,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,4.50,UNDERPERFORM,NA,NA,NA,
21 Jan 2005,FORT.SI,"Asian Daily: Hong Kong - Fortune REIT. Maintain NEUTRAL","Paul Yau",Victor Kwok Karena Fung ,31 Dec 2003,0.31,0.32,0.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,6.05,NEUTRAL,NA,NA,NA,
21 Jan 2005,200625.SZ,"Asian Daily: China - Chongqing Changan Auto - B. OUTPERFORM","Jeannie Cheung",,31 Dec 2003,1.17,0.78,0.87,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,6.30,OUTPERFORM,NA,NA,NA,
21 Jan 2005,1055.HK,"Asian Daily: China - China Southern Airlines - H. OUTPERFORM","Peter Hilton",Karen Chan ,31 Dec 2003,-0.09,0.26,0.33,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.30,OUTPERFORM,NA,NA,NA,
21 Jan 2005,TXN,"TXN: Pre-Game Commentary","Michael Masdea",Edwin Tai ,31 Dec 2003,0.45,1.04,1.06,0.07,0.21,0.22,0.07,0.25,0.26,0.12,0.32,0.28,0.19,0.26,0.29,30.0,OUTPERFORM,NA,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,NTAP,"AM CALL: STK: Peeling Off the Tape; Downgrading to Neutral","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Apr 2004,.40,.61,.81,.08,.13,.18,.09,.16,.20,.11,.16,.21,.12,.17,.23,25.00,NEUTRAL,YES,MARKETWEIGHT,Data Storage,
21 Jan 2005,STK,"AM CALL: STK: Peeling Off the Tape; Downgrading to Neutral","Andrew McCullough",Christopher Kelleher Peter Possemato ,31 Dec 2003,1.3,1.59,1.73,0.15,0.21,0.3,0.27,0.32,0.34,0.28,0.39,0.35,0.59,0.69,0.73,32.0,NEUTRAL,NA,MARKETWEIGHT,Data Storage,
21 Jan 2005,EMC,"AM CALL: STK: Peeling Off the Tape; Downgrading to Neutral","Andrew McCullough",Christopher Kelleher Peter Possemato ,31 Dec 2003,.20,.35,.47,.02,.07,.09,.04,.08,.11,.05,.09,.12,.08,.12,.15,17.00,OUTPERFORM,NO,MARKETWEIGHT,Data Storage,
21 Jan 2005,HPQ,"AM CALL: STK: Peeling Off the Tape; Downgrading to Neutral","Andrew McCullough",Peter Possemato Christopher Kelleher ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NO,MARKETWEIGHT,Data Storage,
21 Jan 2005,ATYT,"INTC: Platform 2 of ...","Randy Abrams",Michael Masdea ,31 Aug 2003,.27,.80,.95,.04,.19,.28,.04,.19,.24,.08,.20,.19,.12,.24,.24,22.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,INTC,"INTC: Platform 2 of ...","Michael Masdea",Randy Abrams ,31 Dec 2003,0.86,1.16,1.14,0.14,0.26,0.28,0.14,0.27,0.24,0.25,0.3,0.29,0.33,0.33,0.33,22.0,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,KNX,"AM CALL: KNX: What's Ahead After Stellar 4Q04","John Barnes",Matthew Gardner Sarah Lewis ,31 Dec 2004,0.83,1.07,1.32,0.16,0.22,NA,0.2,0.26,NA,0.22,0.28,NA,0.25,0.31,NA,26.0,NEUTRAL,NA,MARKETWEIGHT,Truckload,
21 Jan 2005,ELX,"AM CALL: ELX: The March is On","Andrew McCullough",Christopher Kelleher Peter Possemato ,30 Jun 2004,0.91,0.71,0.82,0.24,0.11,0.18,0.24,0.21,0.21,0.25,0.19,0.2,0.19,0.2,0.23,16.0,NEUTRAL,YES,MARKETWEIGHT,Data Storage,
21 Jan 2005,IM,"AM CALL: Computer Hardware: 2005 PC Outlook: Coming Off of Peak","Rob Semple",Christopher Kelleher Peter Possemato ,31 Dec 2003,.79,.97,1.25,.15,.24,.26,.13,.16,.25,.17,.21,.30,.34,.36,.44,23.00,OUTPERFORM,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
21 Jan 2005,STX,"AM CALL: Computer Hardware: 2005 PC Outlook: Coming Off of Peak","Rob Semple",Christopher Kelleher Peter Possemato ,30 Jun 2004,.88,.95,1.30,.40,.08,.34,.41,.29,.41,.07,.31,.30,.01,.28,.25,22.00,OUTPERFORM,YES,MARKETWEIGHT,PC Supply Chain and Distribution,
21 Jan 2005,AAPL,"AM CALL: Computer Hardware: 2005 PC Outlook: Coming Off of Peak","Rob Semple",Christopher Kelleher Peter Possemato ,30 Sep 2004,.75,2.05,2.42,.17,.70,NA,.14,.41,NA,.17,.42,NA,.27,.52,NA,80.00,NEUTRAL,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
21 Jan 2005,DELL,"AM CALL: Computer Hardware: 2005 PC Outlook: Coming Off of Peak","Rob Semple",Andrew McCullough Christopher Kelleher Peter Possemato ,31 Jan 2004,1.01,1.28,1.59,.23,.28,.36,.24,.31,.38,.26,.33,.41,.29,.36,.44,42.00,OUTPERFORM,NO,MARKETWEIGHT,PC Supply Chain and Distribution,
21 Jan 2005,HPQ,"AM CALL: Computer Hardware: 2005 PC Outlook: Coming Off of Peak","Andrew McCullough",Rob Semple Peter Possemato Christopher Kelleher ,31 Oct 2004,1.34,1.52,1.65,.35,.36,.38,.34,.35,.39,.24,.33,.37,.41,.47,.51,22.00,NEUTRAL,NO,MARKETWEIGHT,Data Storage,
21 Jan 2005,JKHY,"JKHY: Inline 2Q:  Strong Revenue Growth but Margins Lag","Paul Bartolai",Dris Upitis Tomasz Marcinkowski ,30 Jun 2004,0.68,0.83,0.97,0.15,0.18,0.22,0.16,0.19,0.23,0.18,0.22,0.25,0.19,0.24,0.27,24.0,OUTPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
21 Jan 2005,SYNA,"AM CALL: SYNA: Strong 2Q05 Results; Raising Ests & Price Target","Scott Barnum",Gerry Brockman George Wedemeyer ,30 Jun 2004,.51,1.1,1.3,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,42.00,OUTPERFORM,YES,NA,Small and Mid-Cap, Americas,
21 Jan 2005,INTC,"PLAY: A Good Opening Tune","Scott Barnum",Randy Abrams ,31 Dec 2003,.86,1.16,1.14,.14,.26,.28,.14,.27,.24,.25,.30,.29,.33,.33,.33,22.00,UNDERPERFORM,YES,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,PLAY,"PLAY: A Good Opening Tune","Randy Abrams",,31 Dec 2003,-0.41,0.99,0.9,-0.23,-0.03,0.2,-0.11,0.06,0.15,-0.04,0.31,0.21,-0.03,0.53,0.34,25.0,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,TXN,"PLAY: A Good Opening Tune","Randy Abrams",Randy Abrams ,31 Dec 2003,.45,1.04,1.06,.07,.21,.22,.07,.25,.26,.12,.32,.28,.19,.26,.29,30.00,OUTPERFORM,NO,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,AMAT,"AM CALL: KLAC: Solid F2Q","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,KLAC,"AM CALL: KLAC: Solid F2Q","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,0.67,1.21,2.23,0.23,0.18,0.58,0.15,0.22,0.61,0.14,0.33,0.55,0.15,0.48,0.49,40.0,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,LRCX,"AM CALL: KLAC: Solid F2Q","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,2.00,.02,.04,.64,.02,.07,.59,.03,.14,.43,.02,.37,.35,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,004170.KS,"Asian Daily: South Korea - Shinsegae Co. Maintain OUTPERFORM","Sonia Kim",,31 Dec 2003,15981.69,19020.70,22740.90,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,355000.00,OUTPERFORM,NO,NA,NA,
21 Jan 2005,SATY.BO,"Asian Daily: India - Satyam Computer. Upgrade to NEUTRAL","Bhuvnesh Singh",Ashis Kumar ,31 Mar 2004,17.5,31.2,36.8,3.82,5.45,6.90,4.64,5.93,7.43,4.58,5.49,8.16,4.43,6.99,8.72,360.00,NEUTRAL,NA,NA,NA,
21 Jan 2005,BT.L,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker David George ,30 Mar 2004,.17,.18,.19,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,185.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,CW.L,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",,31 Mar 2004,.05,.08,.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,105.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,VOD.L,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",Richard Barker ,31 Mar 2004,.09,.10,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,150.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,CTM.L,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",,31 Dec 2003,-.09,-.07,-.04,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.00,UNDERPERFORM,YES,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,MSTAR.BR,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",Richard Barker ,31 Dec 2003,3.64,4.09,4.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,58.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TEM.MC,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",Richard Barker ,31 Dec 2003,.40,.47,.55,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,7.75,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TEL.OL,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",,31 Dec 2003,2.46,4.13,4.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,48.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TEL2b.ST,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker ,31 Dec 2003,20.18,24.99,30.37,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,275.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,OOM.L,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker ,31 Mar 2004,.04,.08,.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,130.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,SNCP.IN,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker ,31 Dec 2003,-.08,.17,.32,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,3.40,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TELA.VI,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Petros Katsoulas",David George ,31 Dec 2003,.26,.37,.70,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TLSN.ST,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",David George ,31 Dec 2003,2.88,2.99,2.99,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,31.50,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,ELI1V.HE,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",Richard Barker ,31 Dec 2003,.69,.98,1.08,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,11.50,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,BOUY.PA,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",Richard Barker ,31 Dec 2003,1.31,1.83,2.11,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,30.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TLIT.MI,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Petros Katsoulas",Richard Barker ,31 Dec 2003,.28,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,RESTRICTED,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TDC.CO,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",David George ,31 Dec 2003,18.04,16.76,17.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,234.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,KPN.AS,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,.39,.63,.64,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,5.90,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,TEF.MC,"AM Call: Integrated operators - 2005: fundamentals vs macro...","David George",Richard Barker Petros Katsoulas ,31 Dec 2003,.68,.74,.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,DTEGn.F,"AM Call: Integrated operators - 2005: fundamentals vs macro...","David George",Richard Barker Justinian Clifford Bowles ,31 Dec 2003,.09,.52,.85,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,17.50,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,OTEr.AT,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Petros Katsoulas",Richard Barker ,31 Dec 2003,.77,.76,.40,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,13.00,OUTPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,PTCO.IN,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Petros Katsoulas",Richard Barker ,31 Dec 2003,.55,.76,.83,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,9.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,BCOM.BR,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Richard Barker",,31 Dec 2003,2.67,2.47,2.74,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.00,OUTPERFORM,YES,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,FTE.PA,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Justinian Clifford Bowles",Richard Barker David George ,31 Dec 2003,1.37,1.60,1.94,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,25.00,NEUTRAL,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,SCMN.VX,"AM Call: Integrated operators - 2005: fundamentals vs macro...","Petros Katsoulas",Richard Barker ,31 Dec 2003,29.84,26.92,27.76,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,400.00,UNDERPERFORM,NO,OVERWEIGHT,Telecommunication Services,
21 Jan 2005,EMA.L,"CSFB Media Daily - Friday 21 January 2005","Simon Mays-Smith",Giasone Salati Geoffroy Decarbonnieres Nick Bertolotti ,31 Mar 2004,.57,.57,.60,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,875.00,NEUTRAL,NO,OVERWEIGHT,Media,
21 Jan 2005,EMI.L,"CSFB Media Daily - Friday 21 January 2005","Nick Bertolotti",Frederik Kooij Simon Mays-Smith Geoffroy Decarbonnieres Giasone Salati Neil Shelton ,31 Mar 2004,.15,.14,.17,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,240.00,UNDERPERFORM,YES,OVERWEIGHT,Media,
21 Jan 2005,BSY.L,"CSFB Media Daily - Friday 21 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,30 Jun 2004,.18,.28,.31,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,625.00,OUTPERFORM,NO,OVERWEIGHT,Media,
21 Jan 2005,SGC.MC,"CSFB Media Daily - Friday 21 January 2005","Frederik Kooij",Nick Bertolotti ,31 Dec 2003,.35,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.00,BUY,NO,NA,NA,
21 Jan 2005,EAUG.PA,"CSFB Media Daily - Friday 21 January 2005","Nick Bertolotti",Giasone Salati Frederik Kooij ,31 Dec 2003,.49,1.50,2.27,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,24.00,NEUTRAL,NO,OVERWEIGHT,Media,
21 Jan 2005,ITV.L,"CSFB Media Daily - Friday 21 January 2005","Nick Bertolotti",Geoffroy Decarbonnieres Frederik Kooij ,31 Dec 2003,.03,.05,.07,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,152.00,OUTPERFORM,NO,OVERWEIGHT,Media,
21 Jan 2005,DCXGn.DE,"DCXGn.DE: DaimlerChrysler - Trading Alert","Harald Hendrikse",Michael Dean Charlotte Dalton ,31 Dec 2003,2.01,2.7,2.65,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,36.0,NEUTRAL,NA,UNDERWEIGHT,Automobiles & Components,
21 Jan 2005,AMAT,"AM CALL: LRCX: Dec. Upside; Mar. Order Guidance Dissappoints","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,KLAC,"AM CALL: LRCX: Dec. Upside; Mar. Order Guidance Dissappoints","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.67,1.21,2.23,.23,.18,.58,.15,.22,.61,.14,.33,.55,.15,.48,.49,40.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,LRCX,"AM CALL: LRCX: Dec. Upside; Mar. Order Guidance Dissappoints","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,0.09,0.62,2.0,0.02,0.04,0.64,0.02,0.07,0.59,0.03,0.14,0.43,0.02,0.37,0.35,29.0,OUTPERFORM,NA,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,NGT.L,"NGT.L: NGT - LDZ sales: Ofgem gives conditional approval","Dominic Nash",,31 Mar 2004,34.68,35.15,36.7,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,533.0,OUTPERFORM,NA,MARKETWEIGHT,Utilities,
21 Jan 2005,NBGr.AT,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,1.32,1.47,1.67,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,27.10,OUTPERFORM,NO,OVERWEIGHT,Banks,
21 Jan 2005,NDA1V.HE,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,.47,.59,.69,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,8.30,OUTPERFORM,NO,OVERWEIGHT,Banks,
21 Jan 2005,DBKGn.F,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,2.84,5.91,7.39,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,OUTPERFORM,NO,OVERWEIGHT,Banks,
21 Jan 2005,POP.MC,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,3.25,3.69,4.16,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,53.00,NEUTRAL,NO,OVERWEIGHT,Banks,
21 Jan 2005,BTO.MC,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,.61,.70,.89,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,10.90,NEUTRAL,NO,OVERWEIGHT,Banks,
21 Jan 2005,BKT.MC,"CSFB Breakfast Banker - Friday 21 January 2005","Dominic Nash",Alastair MacIntosh ,31 Dec 2003,2.40,2.26,2.61,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,35.45,UNDERPERFORM,NO,OVERWEIGHT,Banks,
21 Jan 2005,NVLS,"AM CALL: Semiconductor Equip: Book to Bill - No Real Surprises","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,.20,1.01,.68,.05,.12,.18,.05,.29,.16,.04,.38,.16,.07,.22,.18,18.00,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,AMAT,"AM CALL: Semiconductor Equip: Book to Bill - No Real Surprises","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,TER,"AM CALL: Semiconductor Equip: Book to Bill - No Real Surprises","John Pitzer",Satya Kumar Brian Chin ,31 Dec 2003,-.55,.84,-.43,-.26,.20,-.20,-.19,.39,-.18,-.14,.21,-.08,.04,.02,.03,10.00,UNDERPERFORM,YES,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,KLAC,"AM CALL: Semiconductor Equip: Book to Bill - No Real Surprises","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.67,1.21,2.23,.23,.18,.58,.15,.22,.61,.14,.33,.55,.15,.48,.49,40.00,NEUTRAL,YES,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,LRCX,"AM CALL: Semiconductor Equip: Book to Bill - No Real Surprises","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,2.00,.02,.04,.64,.02,.07,.59,.03,.14,.43,.02,.37,.35,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,DXNS.L,"KESA.L: Kesa Electricals - Christmas trading update","David Jeary",Sally Ronald Nathan Cockrell Lindsay Ireland Tony Shiret Nicolas Regnier ,30 Apr 2004,.12,.12,.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,155.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
21 Jan 2005,MKS.L,"KESA.L: Kesa Electricals - Christmas trading update","Tony Shiret",David Jeary Sally Ronald Lindsay Ireland Nathan Cockrell Nicolas Regnier ,31 Mar 2004,.23,.21,.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,380.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
21 Jan 2005,KESA.L,"KESA.L: Kesa Electricals - Christmas trading update","Nathan Cockrell",Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Jan 2004,21.1,23.1,27.0,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,340.0,OUTPERFORM,NA,UNDERWEIGHT,General Retailing,
21 Jan 2005,PRTP.PA,"KESA.L: Kesa Electricals - Christmas trading update","David Jeary",Tony Shiret Sally Ronald Lindsay Ireland Nicolas Regnier ,31 Dec 2003,5.72,5.51,5.97,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,75.00,NEUTRAL,NO,UNDERWEIGHT,General Retailing,
21 Jan 2005,SATY.BO,"Satyam Computer. NEUTRAL. Positive results + valuation support","Bhuvnesh Singh",Ashis Kumar ,31 Mar 2004,17.46,31.2,36.78,3.8175,6.9025,8.6801,4.6374,7.4276,9.1202,4.5835,8.1585,9.3838,4.4255,8.715,9.597,360.0,NEUTRAL,NA,NA,NA,
21 Jan 2005,2884.TW,"E Sun Financial Holding Co. OUTPERFORM. A growth story","Sherry Lin",Sophia Chen ,31 Dec 2003,2.06,2.24,2.96,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,32.0,OUTPERFORM,NA,NA,NA,
21 Jan 2005,ACS,"AM CALL: ACS: Downgrade:You Can't Have Your Growth & Margins Too","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,30 Jun 2004,2.62,3.11,3.44,0.6,0.72,0.81,0.64,0.73,0.81,0.67,0.8,0.88,0.71,0.86,0.94,48.0,UNDERPERFORM,NA,MARKETWEIGHT,Computer Services & IT Consulting,
21 Jan 2005,EDS,"AM CALL: ACS: Downgrade:You Can't Have Your Growth & Margins Too","Dris Upitis",Paul Bartolai Tomasz Marcinkowski ,31 Dec 2003,.32,.25,.69,.08,-.04,.09,.19,-.03,.15,-.02,.11,.19,.08,.20,.27,20.00,NEUTRAL,NO,MARKETWEIGHT,Computer Services & IT Consulting,
21 Jan 2005,VC,"F: Other Automotive  Saves the Day","Chris Ceraso",Erin Silverman ,31 Dec 2004,-1.58,-1.40,NA,.23,-.52,NA,.24,-.16,NA,-1.21,-.64,NA,-.87,-.14,NA,5.00,UNDERPERFORM,NO,UNDERWEIGHT,Automotive,
21 Jan 2005,F,"F: Other Automotive  Saves the Day","Chris Ceraso",Erin Silverman ,31 Dec 2004,2.11,1.87,2.06,0.96,0.62,NA,0.61,0.59,NA,0.28,0.24,NA,0.28,0.42,NA,15.0,NEUTRAL,YES,UNDERWEIGHT,Automotive,
21 Jan 2005,GM,"F: Other Automotive  Saves the Day","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.40,3.70,5.95,2.25,.05,NA,2.36,1.41,NA,.78,.46,NA,.79,1.77,NA,42.00,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
21 Jan 2005,ACS,"Affiliated Computer Services Earnings Model","Dris Upitis",Paul Bartolai ,30 Jun 2004,2.62,3.11,3.44,.60,.72,.81,.64,.73,.81,.67,.80,.88,.71,.86,.94,48.00,UNDERPERFORM,NA,MARKET WEIGHT,Computer Services & IT Consulting,
21 Jan 2005,PVN,"PVN: Fourth Quarter Earnings","Moshe Orenbuch",Douglas Harter Kerry Hueston ,31 Dec 2003,0.67,1.3,1.25,0.02,0.33,0.32,0.13,0.22,0.29,0.29,0.34,0.31,0.23,0.42,0.34,16.0,UNDERPERFORM,NA,MARKETWEIGHT,Specialty Finance,
21 Jan 2005,AVY,"AVY: Looking for Low Hanging Fruit AVY Finds a Peach","John McNulty",Keith Siegner ,31 Dec 2003,2.71,2.97,3.31,0.71,0.68,0.75,0.7,0.74,0.84,0.65,0.75,0.85,0.65,0.8,0.87,66.0,OUTPERFORM,NA,MARKETWEIGHT,Specialty Chemicals,
21 Jan 2005,DHI,"DHI: Market Takes Profits After In-Line Quarter","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,30 Sep 2004,4.11,5.3,5.45,0.78,1.01,1.12,0.8,1.16,1.23,1.06,1.36,1.38,1.47,1.77,1.72,42.0,NEUTRAL,NA,MARKETWEIGHT,Homebuilding,
21 Jan 2005,PVN,"Providian Financial Corporation Earnings Model","Moshe Orenbuch",,31 Dec 2003,.67,1.3,1.25,.02,.33,.32,.13,.22,.29,.29,.34,.31,.23,.42,.34,16.00,UNDERPERFORM,NA,MARKET WEIGHT,Specialty Finance,
21 Jan 2005,XLNX,"Xilinx Inc. Earnings Model","Michael Masdea",Suji De Silva ,31 Mar 2004,.77,0.85,0.83,.15,.26,.18,.16,.24,.19,.19,.17,.21,.27,.18,.25,27.0,NEUTRAL,NA,MARKET WEIGHT,Semiconductor Devices,
21 Jan 2005,GE,"GE: Q404 Key Takeaways","Nicole Parent",,31 Dec 2003,1.55,1.58,1.8,0.32,0.32,NA,0.38,0.38,NA,0.4,0.38,NA,0.45,0.5,NA,41.0,OUTPERFORM,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
21 Jan 2005,BMY,"PFE: 2005:  Never a Dull Moment","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.78,1.64,1.42,.41,.41,.35,.45,.46,.36,.49,.43,.37,.43,.34,.33,22.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
21 Jan 2005,MRK,"PFE: 2005:  Never a Dull Moment","Catherine Arnold",Marshall Gordon ,31 Dec 2003,2.97,2.96,2.45,.68,.72,.58,.79,.79,.67,.83,.60,.67,.62,.50,.62,23.00,UNDERPERFORM,NO,MARKETWEIGHT,Major Pharmaceuticals,
21 Jan 2005,PFE,"PFE: 2005:  Never a Dull Moment","Catherine Arnold",Marshall Gordon ,31 Dec 2003,1.71,2.12,2.0,0.41,0.52,0.5,0.31,0.47,0.46,0.47,0.55,0.5,0.52,0.58,0.52,24.0,NEUTRAL,NA,MARKETWEIGHT,Major Pharmaceuticals,
21 Jan 2005,SGP,"PFE: 2005:  Never a Dull Moment","Catherine Arnold",Marshall Gordon ,31 Dec 2003,.32,.01,.25,.12,-.01,.02,.13,.02,.07,.06,.02,.09,.01,-.02,.08,18.00,NEUTRAL,NO,MARKETWEIGHT,Major Pharmaceuticals,
21 Jan 2005,RYL,"Ryland Group Earnings Model","Ivy Zelman",,31 Dec 2004,6.36,7.90,7.9,1.03,1.35,NA,1.51,1.95,NA,1.66,2.26,NA,2.17,2.35,NA,67.00,OUTPERFORM,NA,MARKET WEIGHT,Homebuilding,
21 Jan 2005,DHI,"DR Horton Earnings Model","Ivy Zelman",,30 Sep 2004,4.11,5.3,5.45,.78,1.01,1.12,.80,1.16,1.23,1.06,1.36,1.38,1.47,1.77,1.72,42.00,NEUTRAL,NA,MARKET WEIGHT,Homebuilding,
21 Jan 2005,SCHG.F,"SCHG.F: Schering AG - Company announces higher 2004 earnings","Steve Plag",Stephan Gasteyger Usoa Garcia-Sagues ,31 Dec 2003,2.52,2.6,2.81,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,50.0,NEUTRAL,NA,MARKETWEIGHT,Pharmaceuticals,
21 Jan 2005,WY,"WY: Misses on Disappointing Composition","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2003,1.74,5.16,4.75,0.2,0.62,0.99,0.41,1.67,1.05,0.65,1.62,1.47,0.48,1.25,1.23,62.0,NEUTRAL,NA,OVERWEIGHT,Paper Products,
21 Jan 2005,FO,"FO: Home Products Accelerates; Drives 11% Comp Growth","Ivy Zelman",Carlos Ribeiro Dennis McGill Justin Speer ,31 Dec 2003,3.79,4.68,4.92,0.69,0.91,1.01,1.03,1.28,1.37,1.0,1.2,1.26,1.07,1.29,1.28,79.0,NEUTRAL,NA,MARKETWEIGHT,Building Products,
21 Jan 2005,OTEX,"OTEX: Stellent Q3/05 Results: Implications for Open Text","Ralph Garcea",Damian Wojcichowsky ,30 Jun 2004,0.85,1.0,1.18,0.12,0.07,0.15,0.2,0.29,0.32,0.25,0.31,0.33,0.27,0.34,0.38,22.0,NEUTRAL,YES,MARKETWEIGHT,Software & Services, Canada,
21 Jan 2005,AIRP.PA,"AIRP.PA: Air Liquide - FY2004 Preview","Neil Tyler",Fraser Hill ,31 Dec 2003,7.38,7.98,8.13,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,127.0,NEUTRAL,NA,UNDERWEIGHT,Chemicals,
21 Jan 2005,DPH,"DPH: Lowering 2005 2006 Estimates on Weaker Mix Expectations","Chris Ceraso",Erin Silverman ,31 Dec 2004,0.28,-0.5,0.47,0.22,-0.23,NA,0.28,-0.1,NA,-0.12,-0.15,NA,-0.09,-0.02,NA,7.0,NEUTRAL,NA,UNDERWEIGHT,Automotive,
21 Jan 2005,GM,"DPH: Lowering 2005 2006 Estimates on Weaker Mix Expectations","Chris Ceraso",Erin Silverman ,31 Dec 2004,6.40,3.70,5.95,2.25,.05,NA,2.36,1.41,NA,.78,.46,NA,.79,1.77,NA,42.00,OUTPERFORM,NO,UNDERWEIGHT,Automotive,
21 Jan 2005,PG,"PG: Earnings Preview","Lauren R. Lieberman",Judie Zbeda ,30 Jun 2004,2.32,2.59,2.87,0.63,0.73,NA,0.65,0.71,NA,0.55,0.59,NA,0.5,0.55,NA,57.0,NEUTRAL,NA,MARKETWEIGHT,Household & Personal Products, Large Cap.,
21 Jan 2005,CVC,"Cablevision Systems Corp. Earnings Model","Bryan Kraft",Carrie Hart ,31 Dec 2003,-1.21,-1.35,-0.02,-.51,-.35,NA,-.82,-.49,NA,-.35,-.15,NA,-.69,-.32,NA,27.0,NEUTRAL,NA,UNDERWEIGHT,Cable TV & Satellite,
21 Jan 2005,ADP,"ADP: Gradually Accelerating","Joshua Rosen",Gregory Cappelli Jeremy Davis ,30 Jun 2003,1.68,1.56,1.77,0.34,0.32,0.35,0.43,0.38,0.42,0.54,0.5,0.6,0.36,0.36,0.41,49.0,OUTPERFORM,NA,MARKETWEIGHT,Business & Professional Services,
21 Jan 2005,BKT.MC,"BKT.MC: Bankinter - Q4 04 driven by volatile earnings","Mariano Colmenar",Alastair MacIntosh ,31 Dec 2003,2.4,2.38,2.67,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,34.0,UNDERPERFORM,NA,OVERWEIGHT,Banks,
21 Jan 2005,GNW,"GNW: Quick Read","Thomas Gallagher",Kevin Feder ,31 Dec 2003,1.77,2.15,2.4,NA,0.51,0.57,NA,0.57,0.58,NA,0.55,0.59,NA,0.52,0.61,28.0,NEUTRAL,YES,MARKETWEIGHT,Life and Health Insurance,
21 Jan 2005,CNO,"GNW: Quick Read","Thomas Gallagher",Kevin Feder ,31 Dec 2003,1.73,1.49,1.70,NA,.37,.41,NA,.36,.41,NA,.35,.43,NA,.41,.45,23.00,OUTPERFORM,NO,MARKETWEIGHT,Life and Health Insurance,
21 Jan 2005,DPH,"Delphi Earnings Model","Chris Ceraso",,31 Dec 2004,.28,-0.5,0.47,.22,-.23,NA,.28,-.10,NA,-.12,-.15,NA,-.09,-.02,NA,7.0,NEUTRAL,NA,UNDERWEIGHT,Automotive,
21 Jan 2005,AVX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.12,.40,.45,-.07,.12,.10,-.08,.11,.10,-.01,.09,.12,.04,.09,.12,12.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
21 Jan 2005,ARW,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,31 Dec 2003,.74,1.97,2.13,.10,.44,.48,.17,.57,.53,.15,.46,.51,.32,.50,.62,28.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,KEM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,-.30,-.40,0,-.04,.01,-.04,-.15,-.19,0,-.08,-.14,.02,-.02,-.09,.03,8.00,UNDERPERFORM,NO,MARKETWEIGHT,Electronic Components,
21 Jan 2005,VSH,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,.26,.70,.70,.04,.20,.14,.07,.23,.17,.06,.13,.18,.09,.14,.21,14.00,OUTPERFORM,NO,MARKETWEIGHT,Electronic Components,
21 Jan 2005,CLS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,-.11,.39,.75,.04,.02,.16,-.07,.10,.16,-.04,.11,.18,-.04,.16,.25,16.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,AVT,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",William Stein Tron Wang ,30 Jun 2004,1.03,1.36,1.65,.09,.30,.38,.21,.37,.45,.34,.34,.38,.40,.36,.44,20.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,MOLXE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Jun 2004,.92,1.25,1.45,.17,.29,.34,.21,.30,.37,.24,.32,.37,.30,.34,.38,30.00,NEUTRAL,NO,MARKETWEIGHT,Electronic Components,
21 Jan 2005,FLEX,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Mar 2004,.42,.66,.82,.04,.14,.17,.09,.17,.20,.17,.19,.23,.13,.16,.22,15.00,OUTPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,BHE,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Dec 2003,1.30,1.63,1.85,.31,.36,.43,.30,.42,.44,.32,.43,.47,.36,.43,.50,30.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,JBL,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,31 Aug 2004,1.01,1.25,1.55,.25,.32,.39,.24,.27,.36,.26,.31,.39,.27,.35,.41,25.00,NEUTRAL,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,PLXS,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2003,-.19,.31,.52,-.02,.06,.10,-.12,.08,.12,-.06,.08,.14,.01,.09,.16,9.00,UNDERPERFORM,NO,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,SANM,"Technology Hardware & Equipment: The Circuit Breaker","Michael Walker",Tron Wang William Stein ,30 Sep 2004,.24,.48,.70,.05,.10,.17,.05,.11,.17,.07,.13,.18,.08,.15,.18,10.00,OUTPERFORM,YES,OVERWEIGHT,Electronic Manufacturing Services,
21 Jan 2005,T,"T: 4Q: Better Cost Cutting But Long-term Concerns Remain","Ido Cohen",Steven Glik Carrie Hart Bryan Kraft ,31 Dec 2003,2.18,1.83,2.1,0.62,0.21,0.73,0.64,0.14,0.56,0.58,0.75,0.49,0.34,0.73,0.32,15.0,UNDERPERFORM,NA,MARKETWEIGHT,Telecommunication Services,
21 Jan 2005,FNM,"FNM: Portfolio Contracts; Near-term Outlook Subdued","Moshe Orenbuch",Kerry Hueston Douglas Harter ,31 Dec 2003,7.3,7.6,7.9,1.84,2.03,0,1.86,1.91,0,1.83,1.86,0,1.77,1.8,0,90.0,OUTPERFORM,NA,MARKETWEIGHT,Mortgage Finance,
21 Jan 2005,HHS,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,.98,1.09,1.18,.18,.21,0,.26,.29,0,.26,.27,0,.28,.32,0,22.00,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,IUSA,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,.38,.35,.66,.13,.08,.17,.09,.07,.18,.07,.09,.16,.09,.10,.15,12.00,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,ACXM,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Mar 2004,.55,.81,.97,.05,.14,0,.13,.20,0,.19,.24,0,.18,.23,0,24.00,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,DNB,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,2.54,2.98,3.41,0.51,0.6,0,0.5,0.59,0,0.54,0.65,0,0.98,1.14,0,68.0,OUTPERFORM,NA,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,EFX,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,1.48,1.61,1.73,.33,.38,0,.36,.41,0,.39,.40,0,.40,.42,0,27.00,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,VCI,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,31 Dec 2003,1.98,1.84,1.91,.50,.47,0,.53,.51,0,.51,.43,0,.45,.43,0,31.00,NEUTRAL,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,AD,"DNB: Reiterate Outperform Ahead of 4Q","Brandon Dobell",Christian Pitt ,30 Sep 2004,1.70,1.84,2.40,.40,.23,0,.40,.35,0,.52,.61,0,.41,.63,0,42.00,OUTPERFORM,NO,MARKETWEIGHT,Book Publishing & Information Services,
21 Jan 2005,OREP.PA,"Worldofood - Friday 21 January 2005","Guillaume Dalibot",Charlie Mills ,31 Dec 2003,2.45,2.50,2.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,UNDERPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
21 Jan 2005,PRAI,"PRAI: Guidance Exceeds Expectations","Kevin Berg",Jordan Fogel ,31 Dec 2004,1.2,1.18,1.38,0.29,0.26,NA,0.38,0.29,NA,0.31,0.32,NA,0.23,0.31,NA,25.0,NEUTRAL,YES,MARKETWEIGHT,US Healthcare Technology and Distribution,
21 Jan 2005,SAFC,"SAFECO Corporation Earnings Model","Charles Gates",Jonathan Tischler ,31 Dec 2004,4.23,4.4,4.3,1.13,1.19,NA,1.38,1.06,NA,.39,1.03,NA,1.32,1.13,NA,49.0,NEUTRAL,NA,MARKET WEIGHT,Property & Casualty & Multi Line Insurance,
21 Jan 2005,ASML.AS,"AM Call: ASML.AS ASML - Q4 results: Trough in sight how ...","Jean Danjou",Antoine Badel ,31 Dec 2004,0.54,0.56,0.78,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,12.0,NEUTRAL,YES,UNDERWEIGHT,Semiconductors,
21 Jan 2005,PHCC,"Priority Healthcare Corp. Earnings Model","Kevin Berg",,31 Dec 2003,1.16,1.14,1.19,.30,.28,.29,.26,.30,.28,.28,.29,.30,.32,.28,.32,21.00,NEUTRAL,NA,MARKET WEIGHT,US Healthcare Technology and Distribution,
21 Jan 2005,YAR.OL,"YAR.OL: Yara International ASA - It's got legs","Neil Tyler",Andrew Stott Fraser Hill Catherine Haynes ,31 Dec 2003,6.89,10.41,9.58,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,85.0,OUTPERFORM,NA,UNDERWEIGHT,Chemicals,
21 Jan 2005,RB.L,"AM Call: SSL.L SSL International - Looking for a playmate?","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,.66,.76,.86,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,1610.00,OUTPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
21 Jan 2005,SSL.L,"AM Call: SSL.L SSL International - Looking for a playmate?","Charlie Mills",Alex Molloy Guillaume Dalibot ,31 Mar 2004,21.2,9.0,11.5,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,315.0,NEUTRAL,NA,NA,NA,
21 Jan 2005,OREP.PA,"AM Call: SSL.L SSL International - Looking for a playmate?","Guillaume Dalibot",Charlie Mills ,31 Dec 2003,2.45,2.50,2.41,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,55.00,UNDERPERFORM,NO,UNDERWEIGHT,Personal Care & Household Products,
21 Jan 2005,HNKG_p.F,"AM Call: SSL.L SSL International - Looking for a playmate?","Charlie Mills",Guillaume Dalibot ,31 Dec 2003,4.35,4.67,5.06,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,56.00,NEUTRAL,NO,UNDERWEIGHT,Personal Care & Household Products,
21 Jan 2005,SHEL.L,"RD.AS/SHEL.L: Royal Dutch/Shell - Problem proposal","Colin Smith",Mark Flannery Nicolas Zaugg ,31 Dec 2003,3.22,4.37,4.29,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,404.0,UNDERPERFORM,NA,MARKETWEIGHT,Integrated Oil & Gas/E&P,
21 Jan 2005,RD.AS,"RD.AS/SHEL.L: Royal Dutch/Shell - Problem proposal","Colin Smith",Mark Flannery Nicolas Zaugg ,31 Dec 2003,3.77,5.12,5.02,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,40.1,UNDERPERFORM,NA,MARKETWEIGHT,Integrated Oil & Gas/E&P,
21 Jan 2005,BP.L,"RD.AS/SHEL.L: Royal Dutch/Shell - Problem proposal","Colin Smith",Mark Flannery Nicolas Zaugg ,31 Dec 2003,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,570.00,OUTPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas/E&P,
21 Jan 2005,TOTF.PA,"RD.AS/SHEL.L: Royal Dutch/Shell - Problem proposal","Colin Smith",Nicolas Zaugg ,31 Dec 2003,11.56,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,OUTPERFORM,NO,MARKETWEIGHT,Integrated Oil & Gas/E&P,
21 Jan 2005,AMAT,"Data Deposition: Nanya/Inotera capex Update","John Pitzer",Satya Kumar Brian Chin ,31 Oct 2003,.13,.85,.55,.00,.12,.15,.03,.22,.12,.05,.26,.13,.06,.27,.15,16.50,NEUTRAL,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,LRCX,"Data Deposition: Nanya/Inotera capex Update","John Pitzer",Satya Kumar Brian Chin ,30 Jun 2003,.09,.62,2.00,.02,.04,.64,.02,.07,.59,.03,.14,.43,.02,.37,.35,29.00,OUTPERFORM,NO,UNDERWEIGHT,Semiconductor Equipment,
21 Jan 2005,UTX,"UTX: Q404 Key Takeaways","Nicole Parent",,31 Dec 2003,4.69,5.5,6.1,1.0,1.14,NA,1.26,1.66,NA,1.27,1.43,NA,1.16,1.27,NA,-1.0,RESTRICTED,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
21 Jan 2005,PCO,"PCO: Q404 Mark-to-market","Mark Flannery",David Donnelly Joseph Bustros John Neamonitis ,31 Dec 2003,2.26,5.47,5.09,0.8,0.66,1.41,0.5,1.61,1.62,0.79,1.59,1.2,0.18,1.62,0.86,40.0,NEUTRAL,NA,MARKETWEIGHT,Independent Refiners,
21 Jan 2005,WY,"WY: Q4: The Good The Bad and the Outlook","Mark Connelly",Dohyun Cha Samuel McGovern ,31 Dec 2004,4.97,4.57,4.68,0.62,1.0,NA,1.67,0.9,NA,1.62,1.17,NA,1.07,1.5,NA,62.0,NEUTRAL,NA,OVERWEIGHT,Paper Products,
21 Jan 2005,ADEN.VX,"AM Call: ADEN.VX Adecco - Call with President of LHH","Andrew Grobler",,31 Dec 2003,1.68,1.95,2.49,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,NA,65.0,OUTPERFORM,NA,MARKETWEIGHT,Support Services,
21 Jan 2005,CLX,"CLX: Earnings Preview","Lauren R. Lieberman",Judie Zbeda ,30 Jun 2004,2.55,2.72,3.24,0.6,0.57,NA,0.52,0.53,NA,0.59,0.68,NA,0.83,1.03,NA,59.0,NEUTRAL,NA,MARKETWEIGHT,Household & Personal Products, Large Cap.,
21 Jan 2005,ERTS,"ERTS: Q3 Preview","Heath Terry",Andrew Thomas Rachana Iyengar ,31 Mar 2004,1.9,2.06,2.13,0.06,0.08,0,0.25,0.31,0,1.26,1.25,0,0.25,0.41,0,70.0,OUTPERFORM,NA,OVERWEIGHT,Interactive Entertainment,
21 Jan 2005,ICST,"ICST: Bar Reset A Bit","Michael Masdea",Edwin Tai ,30 Jun 2004,1.03,0.8,0.73,0.24,0.24,0.18,0.26,0.2,0.2,0.26,0.18,0.18,0.27,0.18,0.17,21.0,NEUTRAL,NA,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,ALTR,"ALTR: Mixed Demand","Michael Masdea",Suji De Silva ,31 Dec 2003,0.4,0.64,0.5,0.08,0.15,0.11,0.09,0.2,0.11,0.11,0.17,0.12,0.12,0.12,0.16,18.0,NEUTRAL,NA,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,XLNX,"ALTR: Mixed Demand","Michael Masdea",Suji De Silva ,31 Mar 2004,.77,.85,.83,.15,.26,.18,.16,.24,.19,.19,.17,.21,.27,.18,.25,27.00,NEUTRAL,YES,MARKETWEIGHT,Semiconductor Devices,
21 Jan 2005,CAH,"CAH: Tweaking Estimates","Kevin Berg",Michael Glynn ,30 Jun 2004,3.54,3.44,4.04,0.75,0.61,0,0.85,0.75,0,0.98,1.05,0,0.97,1.03,0,50.0,NEUTRAL,NA,MARKETWEIGHT,US Healthcare Technology and Distribution,
21 Jan 2005,MCK,"MCK: Tweaking Estimates","Kevin Berg",Michael Glynn ,31 Mar 2004,2.09,1.9,2.27,0.53,0.48,0,0.52,0.27,0,0.41,0.44,0,0.63,0.71,0,29.0,NEUTRAL,NA,MARKETWEIGHT,US Healthcare Technology and Distribution,
23 Jan 2005,CCL,"CCL: Cancels Aurora Cruise; Demand Remains Robust","Scott Barry",Tassos Stassopoulos Edward Loh ,30 Nov 2004,2.24,2.74,3.18,0.25,0.4,NA,0.41,0.5,NA,1.23,1.36,NA,0.36,0.49,NA,65.0,OUTPERFORM,NA,MARKETWEIGHT,Travel & Leisure,
23 Jan 2005,GE,"GE: Accelerating Momentum Entering 2005","Nicole Parent",,31 Dec 2004,1.58,1.8,2.02,0.32,0.36,NA,0.38,NA,NA,0.38,NA,NA,0.5,NA,NA,41.0,OUTPERFORM,NA,OVERWEIGHT,Electrical Equipment and Multi-Industry,
23 Jan 2005,FDS,"AM CALL: Media: CSFB Newspapers: Gannett and Tribune","William Drewry",,31 Aug 2004,1.69,2.05,2.62,.39,.49,NA,.41,.50,NA,.43,.52,NA,.47,.54,NA,60.00,OUTPERFORM,NO,MARKETWEIGHT,Publishing & Information Services,
23 Jan 2005,JRC,"AM CALL: Media: CSFB Newspapers: Gannett and Tribune","William Drewry",,31 Dec 2003,1.19,1.23,1.34,.23,.24,NA,.34,.35,NA,.28,.29,NA,.35,.36,NA,26.00,NEUTRAL,NO,MARKETWEIGHT,Publishing & Information Services,
23 Jan 2005,MSO,"AM CALL: Media: CSFB Newspapers: Gannett and Tribune","William Drewry",,31 Dec 2003,-.02,-1.24,-.32,-.03,-.39,NA,.06,-.33,NA,-.08,-.30,NA,.03,-.22,NA,7.00,UNDERPERFORM,YES,MARKETWEIGHT,Publishing & Information Services,
23 Jan 2005,MNI,"AM CALL: Media: CSFB Newspapers: Gannett and Tribune","William Drewry",,31 Dec 2003,3.08,3.37,3.81,.56,.62,NA,.81,.90,NA,.77,.83,NA,.93,1.01,NA,86.00,OUTPERFORM,NO,MARKETWEIGHT,Publi