From Barron's 4/16/07 "Guitar Hero II for the Xbox 360 is enjoying strong momentum with demand outstripping supply despite an unprecedented price point of $150 at retail (including extra guitar controller)...We believe Activision is poised for strong market-share gains in first half fiscal '08 due to strength of Guitar Hero II...Spiderman 3 in May, and contribution from other early 1H08 releases such as Shrek the Third and Transformers. We are raising our fiscal 2008 and 2009 earnings-per-share estimates to 54 and 79 cents from 51 and 76 cents, respectively. Reaffirming our Buy rating and raising our 12-18-month price objective to 24 from 23."

From Barron's 4/16/07 "We are adjusting EPS estimates and target prices to reflect actual 1Q07 commodity prices and margins. We are raising our 2007 EPS estimate to $7.75 from $7.48 and raising 2008 to $8.08 from $7.96. We are raising our price target to 82 from 72."

From Barron's 4/16/07 "Since 2005, Coinstar has invested $32 million for a 47.3% stake in DVD rental-kiosk operator Redbox (McDonald's Ventures owns an equal percentage). As Coinstar only reports its 47.3% share of Redbox's net income or loss on its income statement (below the line), its contribution is not reflected in our earnings before interest, taxes, depreciation and amortization estimate or valuation potential. With solid growth opportunities for both coin-counting and entertainment divisions, coupled with the accelerating high-margin e-payment initiatives, Coinstar should achieve annual Ebitda growth of 10% to 20%. We believe the shares have appreciation potential to 46 to 51, using an Ebitda multiple of 7.5 to 8.5 times on the core business as well as an incremental 11 for the Redbox investment."

From Barron's 4/16/07 "EpiCept's pain-product candidates [patients with diabetic peripheral neuropathy in two Phase IIb trials] are reformulated from FDA-approved pain-management therapeutics to be...delivered directly to the surface of the skin. Thus, we believe EpiCept's pain programs carry relatively low drug-development risk and cost while time-to-market may be accelerated....Given the setback experienced by EpiCept in the company's other pain products...this is a welcome development...Meanwhile, we believe the company's oncology programs are shaping up better than expected....Therefore, we reiterate Market Outperform and target of 6. Market cap: $45 million."

From Barron's 4/16/07 "STRM develops document-workflow and management software that enables...medical facilities to transition from paper to electronic records...Reiterate Buy and 9-to-11 target. Our EPS estimates for 2007 and '08 are 35 and 54 cents...it's time for management [to] over-deliver. After lackluster 3Q06 where one large deal slipped, and abysmal 4Q06 that saw three large deals slip, we'd like to see management: Close two large deals in 1Q07...close at least one large deal in 2Q07 [and] sign new distribution partners that lead to new business wins...and purchase shares in the open market, signaling faith in '07 prospects and belief the stock is undervalued. We project revenue growth of 20%-25%/year over next three years...We derive our price target by applying a 17-20- times multiple to our '08 EPS estimate."

From Barron's 4/16/07 "Syniverse provides technology services to wireless-telecommunications companies...These services include technology interoperability, network services, number portability, call processing and enterprise solutions. Lowering price target from $14.50 to $12.50 and 2007 and 2008 estimates, as we see limited evidence supporting a near-term recovery of Syniverse's revenue growth. While management essentially guided for flat growth for 2007, backing out the impact of the [Interactive Technology Holdings] acquisition in June 2006, we estimate an organic revenue decline of 3%. We believe there will be some revenue recovery in 2008, but are lowering our overall long-term growth expectations, which reduces our [discounted cash-flow]-based valuation from 14.50 to 12.50."