MOST NOTEWORTHY:

• Citigroup believes SunPower (NASDAQ: SPWR) is faced with high cell production costs, its silicon cost and installation cost advantages are increasingly commoditized and finds the risk/reward even at current levels. Shares were initiated with a Hold rating and $105 target.
  
• Citigroup believes Evergreen Solar (NASDAQ: ESLR) faces significant financing requirements over the next few years, making it difficult to see a sustained period of EPS growth beyond the $1 range. The firm sees downside to $5/share. Shares were assumed with a Sell rating and $8 target.
  
• UBS started Abbott Lab (NYSE: ABT) with a Buy rating and $61 target. The firm is positive on Humira potential growth and expects Xience to drive vascular operating margins to positive.

• Lazard initiated Cree (NASDAQ: CREE) and Rubicon Tech (NASDAQ: RBCN) with Hold ratings.
  
• BMO Capital started Smith & Nephew (NYSE: SNN) with an Outperform rating and $70 target.

In a recent piece on C/NET, there's some chatter that the mortgage mess will ultimately lower online spending -- taking some of the wind out of biggies like Google Inc. (NASDAQ: GOOG) and Yahoo! Inc. (NASDAQ: YHOO).

Hey, just based on my own browsing, I'm not seeing many mortgage banners. So should we be worried?

I had a chance to interview Frank Addante, who is a veteran of the online advertising world. He sold one of his companies to DoubleClick and his latest gig is The Rubicon Project.