Tuesday, January 08, 2008

Early morning tidbits from the NCN

- Merrill Lynch reits Buy and $105 tgt on Vmware (NYSE:VMW) saying overhang from lockup expiration seems overstated

- Jeffco is out positive on several casino names (MGM, WYNN, LVS, MPEL). They are lowering tgt's a bit but staying positive. Most tgt's offer 40-60% upside.

- Cowen is out cautious on Crocs (NASDAQ:CROX). This comes after a close to 10 pt downside move over the past 2-3 days...


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