Here’s How These Internet Search Engines Are Bulking Up

Stocks are
flat today on a mix of economic news.

Monthly income figures rose twice as fast as savings, with personal income
increasing by 0.4% and personal spending at 2%. Michigan Sentiment numbers were
revised higher to 95.8.

Yahoo!
(
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is
paying $576 million for a European comparison site Kelkoo in a deal which
allows both companies to expand their global outreach and online marketing
services. Infospace
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is acquiring rival Switchboard
(
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for $160 million, a 28% premium over Thursday’s closing price. The combined
company will account for 25% of online yellow-pages searches.

Lehman Brothers upgraded the
oil and gas sectors on continued increases in demand forecasts and a steady rise
in prices. Analyst Thomas Driscoll also raised his 2004 oil price outlook for
West Texas Intermediate crude to $32 a barrel and 2005 forecasts to $28 from
$23. His natural gas forecasts were 25 cents per BTU for 2004 and he added
another 50 cents to 2005 forecasts at $4.75 BTUs.

Dow 
+17.78

10236.34
S&P 500
+2.84
1112.01
Nasdaq +3.12
1970.29

The day’s leading sectors are
Airlines
(
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+3.20%, Gold and Silver
(
XAU.X |
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+1.48%, Oil Services
(
OSX.X |
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+1.27%, and Internet
(
ECM.X |
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+1.20%.

Weak today are REITs
(
DJR.X |
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-0.59%, and Semis
(
SOX.X |
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-0.47%,

Economic news releases today
included better-than-expected personal income of +0.4%and lower personal
spending of +0.2%.  Michigan sentiment was revised higher to 95.8.

10-year Notes are 180 at
115 150

The dollar
is +0.06 at 89.38

Gold is +3.90 at 420.80

Crude Oil is down
0.45 at 34.35

The euro
is +0.08 at 121.09

Volume is 620,000,000 on
the NYSE, and 790,000,000 on the Nasdaq.

Market breadth is mixed.

NYSE  Issues  
Advancing  1834 Up Vol      
400
Declining 1240 Down Vol  
183
Ratio  1.49 2.21
Nasdaq     
Advancing  1660 Up Vol     
513
Declining  1293 Down Vol  218
Ratio  1.29 2.82

Top Dow stocks are:

General Electric
(
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,
+3.03% at 30.59, Merck
(
MRK |
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+1.41% at 44.32, General Motors
(
GM |
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+1.38% at 46.23,  and  ExxonMobil
(
XOM |
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, +1.39 at 44.30.

Stocks in the news:

Continental Airlines
(
CAL |
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decided to raise fuel surcharge fees by 50% as a result of much higher fuel
costs. New surcharges will cost passengers $15 for a one-way ticket or $30 for a
roundtrip ticket on top of various taxes. Last year, CAL’s fuel bill exceeded $1
billion.

SI International
(
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shot up 20% on its $800 million contract with the Air Force Space Command and an
upgrade from Jefferies.

E-Trade
(
ET |
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will replace
FleetBoston Financial

(
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on the S&P 500 list starting April due to
the FBF’s Merger with Bank of America.

Grocer Albertsons
(
ABS |
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will purchase the Shaws division of J Sainsbury for $2.5 billion. The move will
enable Sainsbury to invest more in the UK and better compete against Wal-Mart
(
WMT |
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PowerRating)
and Morrison.


bricew@tradingmarkets.com