Boeing (NYSE: BA) raised to Overweight at Morgan Stanley.
Salesforce.com (NYSE: CRM) Started At Buy at Broadpoint.
Southern Copper (NYSE: PCU) started as Underweight at JP Morgan, target $91@JPMS

Reuters writes that Yahoo! (YHOO) and Microsoft (MSFT) have begin informal discussion about the buy-out.
Reuters reports that JP Morgan (JPM) is in talks about buyng half of the Target (TGT) credit card business.
The Wall Street Journal writes that the SEC plans to tell companies that they can provide ranges for the values of securities that are hard to gauge.
The Wall Street Journal writes that many start-ups hold he same illiquid auction rate securities that big companies do.
The New York Times reports that an FDA panel has recommended limiting the use of anemia drugs from Amgen (AMGN) and Johnson & Johnson (JNJ). FDA Advisory Committee placed severe restrictions on Aranesp@FBRC
The FT writes that that the dollar dropped to a record low.
Bloomberg writes that Chinese factory spending rose 24% causing more concerns about inflation.

AAPL: Checks suggest Mac’s enterprise penetration is growing@PACS
Pacific Crest’s recent checks indicate that increasing Mac penetration in enterprise environments is likely over the next 12 to 18 months. They believe iPhone will create a dual halo effect within the enterprise and maintain an Outperform rating.

Genentech-DNA 9am investment community meeting in NY 3/14.

Google’s Android likely to outsell iPhone, some believe-Engadget
Sources believe Google’s (GOOG) Android will outsell Apple’s (AAPL) iPhone if the OS is robust upon its global release later this year, and as it is likely to be available on handsets from Motorola (MOT), LG, HTC and Samsung. Additionally, Rich Manager, the group manager for Google’s mobile platforms, said that the Android SDK, which he says can do things the iPhone DSK cannot for now, has been downloaded 750,000 times as of February, compared with Apple’s 100,000 in four days.

Intel will launch first quad-core CPU for notebooks in Q3.

Bear Stearns (BSC) is trading down (-1.64%) after the UK Times reported that the emergency Fed TSLF was all about staving off liquidity concerns at the company which may have led to a collapse.

Banks may be for sale, but acquirers are scarce-WSJ
A number of banks are in a financial mess and may look to sell, but where are the buyers? Asks the Wall Street Journal.

NVDA: Estimates lowered following channel checks in Asia@JPMS
JP Morgan’s lowered their estimates after channel checks suggested a weaker market for desktop graphics in 2008.