Cisco Is Buying…Is The Bear Dying?

Stocks opened mixed Friday
and traded pretty much like that for the entire
trading session. Gross Domestic Product increasing .7% weaker than expected,
along with some more earnings, caused the markets to perform sluggishly. All in
all, it was a rather dull day.

Cisco Systems
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announced
that it would acquire Allegro Systems for up to $181 million. Analysts view
this as a positive in that CSCO would not acquire another company unless it felt
the economic environment was conducive for such a transaction.

Emphasis should also be made on the
optimistic statements chip stocks like Taiwan
Semiconductors
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and
LSI Logic
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made as the companies stated they feel a bottom is forming.

So, as the old saying goes,
“Never
short a dull market.”

The Dow Jones Industrials closed
fractionally lower 0.3% and the Nasdaq Composite gained 0.3%, ending the day
mixed.

LSI Logic
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jumped 9.0% on
news that Bear Stearns raised the company’s rating from Attractive to Buy.

Footwear maker Skechers
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moved higher
8.6% on the heels of its Q2 earnings announcement yesterday.

Covance
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rose 10.0%.

AES Corp
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AES |
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climbed 9.2% after
yesterday’s announcement of the company’s Q2 earnings which beat Street
estimates.

IPO PDF Solutions
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shares rose
26.2%.

Advanced Fibre Communications
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closed higher
17.5% after Lehman Brothers raised the price target and earnings forecast for
the company. The company reported Q2 earnings yesterday, which beat Wall Street
consensus.

Verisign
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moved up 14.6%,
after being upgraded by Sun Trust Robinson Humphrey from Outperform to Buy.

The GSTI Internet Index
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gained
2.4%, followed by the
Semiconductor Index
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which moved higher 2.3%.

Also in the green was the Biotechnology Index
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which edged higher 2.2%.

Stocks losing ground: Blockbuster
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closed lower
10.2% on very high volume; Fair Isaac & Company
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shares fell
9.7%
after being downgraded by USB Piper Jaffray to Buy from Strong Buy; and Columbia Sportswear
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got hammered, losing
20.0%
after it was downgraded by Goldman Sachs from Market Outperform to Market
Perform.
Lightbridge
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closed lower
18.0%
on a downgrade by Credit Suisse First Boston from Buy to Hold.
Advanta
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lost 15.3% after
commenting on the Chase Manhattan mortgage suit.
 

The Airline Index
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fell
1.4%.
Also losing in the session was the Chemical Index
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which
closed lower by 1.4%.
The Transportation Index
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sank
1.0%.