Merger Monday — Here’s Where The Action Is

Stocks
are flat on light volume.
Juniper Networks
(
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will acquire NetScreen
(
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in a stock deal worth
about $4 billion.
Juniper will swap
1.404 of its shares for each NetScreen share.

NSCN is a leading developer of network security and
is expected to assist Juniper in providing better security for its products. PeopleSoft
(
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rejected Oracle’s
(
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$9.4 billion takeover bid, as
it believes it is worth more. Vodafone
(
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wants to acquire AT&T
Wireless

(
AWE |
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. According to a report from the Sunday
Telegraph
, Vodafone may bid as much as $40 billion for AT&T while
Cingular Wireless

(
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offered about $30 billion. At the G7 meeting,
finance ministers acknowledged that excess volatility and disorderly movements
in exchange rates were undesirable, implying the dollar’s fall against the euro
was overdone.

Dow +4.58
10597.76
S&P 500
+0.44
1143.13
Nasdaq +7.95
2071.94

The day’s leading sectors are
Oil Services
(
OSX.X |
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+2.57%, Natural Gas
(
XNG.X |
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Chart |
News |
PowerRating)

+1.74%, Oil
(
OIX.X |
Quote |
Chart |
News |
PowerRating)
+1.35%, Hardware
(
HWI.X |
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Chart |
News |
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+1.22%,
and Disk Drive
(
DDX.X |
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Chart |
News |
PowerRating)
+0.88%,

Weak today are Health Care

(
HCX.X |
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PowerRating)
-0.58% and Networking
(
NWX.X |
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Chart |
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PowerRating)
-0.57% .

Economic news releases included
Wholesale Inventories up 0.6% from a consensus of 0.3%,

10-year Notes are +75
at 114 080

The dollar
is +0.01 at 86.21

Gold is +2.60 at 406.80

Crude Oil is -0.04 at
31.70

Volume is 566,000,000 on
the NYSE, and 855,000,000 on the Nasdaq.

Market breadth is positive.

NYSE Issues
Advancing 1829 Up Vol
324
Declining 1305 Down Vol
222
Ratio 1.38 1.46
Nasdaq
Advancing 1802 Up Vol
470
Declining 1240 Dow Vol 356
Ratio 1.49 1.31

Top Dow stocks are:

Eastman Kodak [EK|EK],
+2.02% at 29.98, Coca-Cola
(
KO |
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, +1.92% at 51.97, ExxonMobil [XOM|
XOM],
+1.03% at 40.64, and General Motors [GM|
GM]
+0.72% at 49.01.

Stocks in the news:

Boyd Gaming
(
BYD |
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will merge with
Coast Casinos for about $1.3 billion. Combined, both companies would have
revenue of $2 billion.

InterActive
(
IACI |
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PowerRating)
reported
earnings of $153 million or 20 cents, due to higher depreciation costs and
increased outstanding shares. Revenue rose by 36% to $1.81 billion with strength
in its travel business.

ITT
(
ITT |
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announced a deal to
purchase Eastman Kodak’s remote sensing systems unit for $725 million. Kodak is
expected to post a $475 million gain from the sale.

Cypress Semiconductor
(
CY |
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PowerRating)

reported first-quarter pro forma earnings of 18 cents a share on revenue of $250
million. Higher demand for its WiFi and USB 2.0 products contributed to the
positive quarter.


bricew@tradingmarkets.com