Thursday, December 13, 2007

2008 Guidance

HOLD: JEC, FRO, SAM, TAP, BBD, UBB, RIO, CIB, BP, CVX, ATVI

OUTPERFORM: MA, VMW, RIMM, TGT, C, T, SPIR, EXM, PBR, XOM, SUN, FMC, MO, MOS, ROG, ASIA, CAAS, CBAK, JASO, CTDC, KONG, STV, AHGP, ANR, HW, GIGM, MICC, VSAT, EDS, IBM, HPQ, SIGM, PANL, NATI, SCSC, TYC, HUR, ETR, ENS, MOT, VZ, SNV, JPM, CBH, AMTD, BBT, AMN, MTW, BMRN, SUN, HES, NTG, OXY, OPTT, ESLR, ATVI, KNM, PLUS, BEAS, ATVI, CAL, TDW, QMAR, PNCL, NM,S

MARKETPERFORM: SAM, TAP, DELL, CPSL, HOV, JEC, BBD, UBB, RIO, CIB

NEUTRAL: MSFT, CSCO

SELL: RMBS, QCOM, AU, GG, GSS, SSRI, CDE, DBP, DBS, SLV,WM

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