well GSCO blew NTGR , downgraded to Sell from Neutral@GSCO oct 19th :

and NTGR blew the #'s away :

NetGear-NTGR reports Q3 EPS of 35c vs. consensus estimates of 30c
Reports Q3 revenue of $151.6M vs. consensus estimates of $140.49M. Sees Q4 revenue of $153M-$160M vs. consensus estimates of $148.59M. :theflyonthewall



October 13, 2006
09:25 EDT NTGR theflyonthewall.com: NetGear-NTGR $140M/33c is achievable, 1c EPS above the consensus-PP@TWPT
The firm believes their Q3 estimates for NetGear is achievable because of strong BSkyB sales, back-to-school sales and the new contribution from Skype Phone. :theflyonthewall.com



October 12, 2006
06:38 EDT NTGR theflyonthewall.com: NetGear-NTGR initiated with a Hold, tgt $22@DBAB
The firm says NTGR is well positioned to benefit from adoption of 802.11n next-generation Wi-Fi, but says the adoption is still in its early stages and near-term competitive pressures remain. :theflyonthewall.com



October 11, 2006
16:12 EDT NTGR theflyonthewall.com: NetGear-NTGR initiated with a Hold & $22 target@DBAB :theflyonthewall.com


September 28, 2006
09:17 EDT NTGR theflyonthewall.com: NetGear-NTGR could see revenues at mid-point of guidance range-SP@RBCM
While the start of the quarter was slow, checks suggest promotional activities in the U.S. retail market may enable the company to report earnings at the mid-point of their $138M

another losing CITI call ...Citigroup initiates Affymetrix $25.50 (AFFX 21.15) with a Sell...

NTRI $68~$73~63 ...tgt raised to $105 from $95 at Citigroup (67.98 ) :

NTRI CALLS ..............NutriSystem-NTRI buy ahead of Qtr, expect strong results-OW@LEHM :theflyonthewall.com
08:47 EDT NTRI theflyonthewall.com: NutriSystem-NTRI expect strong Q3 results, reiterate Outperform@TWPT
Firm sees potential upside to their $137.5M/50c estimates. :theflyonthewall.com



October 12, 2006
16:36 EDT NTRI theflyonthewall.com: Trafelet & Company reports a 6.4% stake in NutriSystem-NTRI :theflyonthewall.com


October 11, 2006
06:30 EDT NTRI theflyonthewall.com: NutriSystem-NTRI business trends strong, target raised to $95 from $85-Buy@SBSH
Citigroup expects Q3 EPS of 52c (above 47c-50c guidance) and Q3 new customer growth of up to 80% (guidance 78%) and would use any profit taking after earnings to aggressively buy the stock. :theflyonthewall.com



October 10, 2006
08:17 EDT NTRI theflyonthewall.com: NutriSystem-NTRI target to $100 from $85 on better earnings-Buy@KBRO
The firm has raised their 3Q estimates to 55c as expectations for customers adds move to 210,000 based on guidance of at least 205,000. :theflyonthewall.com



October 3, 2006
09:18 EDT NTRI theflyonthewall.com: NutriSystem-NTRI checks suggest solid quarter, target raised to $77-Buy@LAZA
Lazard raised their Q3 estimate to 53c from 51c as they believe positive business trends continued in the quarter's remain weeks. :theflyonthewall.com



September 25, 2006
09:30 EDT NTRI theflyonthewall.com: Follow-up: NutriSystem-NTRI initiated with a Market Perform & $67 target@RYAN
Ryan Beck is concerned with the company's

JEFF does a good job on NFLX ----->-10/19 NFLX expect inline quarter, maintain Buy@JEFF
Netflix reports Q3 earnings October 23rd after the market close. :

JEFF pretty good usually , and Cramer had a SELL on NFLX
on 10.04 ...

we'll give CIBC credit on the good AMZN call

October 10, 2006
07:21 EDT Amazon.com-AMZN expect solid Q3 results of $2.29B/04c-SP@CIBC
CIBC believes AMZN's operating margins should bottom in Q3 and start improving into 2007. The broker remains buyers on weakness with a $37 target.

ENER 38.87 - JEFF - RIGHT - UP 15%

ENER gapped and ran on September 29, 2006. Stock gained 5.00+ per share..

Energy Conversion-ENER reiterate Buy following Intel's comments at IDF@JEFF

Jeffries notes that Intel displayed a prototype 128 MB wafer based on ENER's phase change memory that it intends to use as a flash memory replacement. JEFF feels this is a significant development that will drive ENER shares higher. Target remains $65.

RHAT - After Market Loss 15% - DOWN

UBSW = UBS - WRONG
September 18, 2006
09:06 EDT RHAT Red Hat-RHAT expect in-line results on Sept 26 and share upside, reit Buy@UBSW
UBS believes in-line results can push shares higher given the negative sentiment surrounding the company and the acquisition of JBoss. :

JMPS = JMP Securities - WRONG
September 11, 2006
08:29 EDT Red Hat-RHAT core biz could be positioned to outperform expectations-OP@JMPS
JMP Securities believes that Red Hat is one of the better fundamentals companies in software. They expect above consensus earnings of $98M/10c for 2Q07, above the consensus by a penny.

Credit Suisse - WRONG
Sept 26, 2006 Credit Suisse : Red Hat (RHAT) shares are higher today, ahead of tomorrow’s expected fiscal second quarter earnings report tomorrow.

Jason Maynard, an analyst at Credit Suisse, repeated his Outperform rating on the stock this morning, asserting that the shares “represent an excellent buying opportunity” ahead of tomorrow’s report. He says the company has “a 30%-plus, multi-year growth opportunity.” He says in the mid-20s, the stock reflects concerns about integration issues with the company’s JBoss acquisition; decelleration in its core Linux market; and a competitive move by Oracle. “In our opinion, the Q2 results will be solid enough to put to rest some of those near-term concerns and push the stock higher,” he says. Maynard is expecting results tomorrow to be in line with previous guidance for $96 million to $98 million in revenue, with 15%-16% operating margins. He also thinks the company will maintain its previous fiscal 2007 guidance for revenue of $400 million to $405 million, with operating margins of 19%-20%; and cash flow of $225 million to $235 million.

RHAT