Today's Trading Ideas from Notable Calls (9/3)

What a mess of a day, here are some Upgrades and notable comments from analysts covering the following stocks:
GS, POT, AAPL, RFMD, LEH, X, DELL

- CSFB is lowering Goldman (NYSE:GS) ests FQ3/FY2008 for the second time in couple of weeks.

- RBC Capital is positive on Potash (NYSE:POT) reiterating their $375 tgt telling to look for sig. potash price increases in China.

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- RBC Capital is positive on Apple (NASDAQ:AAPL) saying 4MM iPod announcement coming soon.

- Oppenheimer out positive on RF Micro (NASDAQ:RFMD) saying qtr is tracking better than consensus. Reits Outperform and $7 tgt.

- Lehman (NYSE:LEH) looks interesting as KDB's $5 bln offer for 25% stake shows there may be a premium to the story after all. Especially with HSBC also looking into buying the co.

- CIBC is upgrading US Steel (NYSE:X) to Outperform.

- Citigroup is defending Dell (NASDAQ:DELL)

SOURCE: http://notablecalls.blogspot.com/