IPO Up Six Dollars!

Stocks rose
on higher volume on this expiration Friday.

Energy stocks made new highs again as oil made a 10-day high.

Viacom
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said
its split-off of Blockbuster
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would yield $738 million in cash;
Blockbuster is expected to pay $5 per share to all shareholders. The US current
account deficit widened more than expected, increasing to $144.9 billion — $4
billion higher than the consensus; setting a new record.

For the week, the Dow rose
0.06%, the S&P lost 0.13% and the Nasdaq fell 0.66%.

Red Hat
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reported a seven-fold increase in profit on a 50% gain in sales that missed
revenue expectations. Revenue was $41.6 million with income at $10.7 million.

Oil workers from Norway initiated a strike. Global oil output is expected to be
reduced by 10%. Crude prices hit a 10-day high, trading at $38 a barrel.

Blackboard, Inc. (BBBB)
was priced at $14 and closed at $20. The company provides online learning
software to colleges and universities. It was the strongest first day move for a
tech IPO this year. 75 IPOS were priced the first half of 2004 vs.10 for the
same time period last year.

The FDA approved 
Imclone’s

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manufacturing facility to produce Erbitux. The factory
— in New Jersey — could produce as much as 250 kg of the drug annually.

A judge gave United Airlines
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one more month to figure out how to emerge from bankruptcy.

On a sad note, American Paul
Johnson
was murdered in Saudi Arabia by Al Qaeda. Johnson was employed by
Lockheed Martin and had lived and worked in the Kingdom for 10 years.

Dow +38.89 10416.41
S&P 500 +2.95 1135.00
Nasdaq +3.06 1986.73

Strong today were Amex Gold
Bugs

(
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+2.47%, Gold and Silver
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+1.95%,
Chemicals

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+1.22%, Biotechs 
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+1.21%
and Airlines
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+1.22%.

Weak today were Hardware
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-0.63%, Retail 
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-0.41% and Natural Gas
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-0.27%.

Economic news release today
include: a higher current account deficit at $144.9 billion.

10-year Notes were -040
at 108 115

The dollar
was -0.452 at 89.08

Gold was +7.30 at 394.80

Crude Oil was +0.14 at
38.95

Volume was 1.5 billion
on the NYSE, and 1.67 billion on the Nasdaq.

Market breadth was positive.

NYSE Issues
Advancing 1807 Up Vol 800
Declining 1456 Down Vol 480
Ratio 1.24 1.66
Nasdaq
Advancing 1424 Up Vol 785
Declining 1668 Down Vol 780
Ratio 1.17 1.00

Stocks in the news:

Adobe Systems
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reported earnings that rose 70% at $109.4 million, but said for Q3 its operating
margin is expected to be around 30%. Revenue rose to $410.1 million with
strength from Acrobat and Creative Suites software.

Alcoa
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was higher after
bullish comments from Goldman Sachs citing strong data points to positive
fundamentals for the aluminum market.

Motorola
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was downgraded by
Morgan Stanley with a lower price target of $20 a share.

American Healthways
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rallied after reporting a 64% gain in income and raised 2004 outlook. Earnings
reached $7.5 million.

Brice Wightman

bricew@tradingmarkets.com