Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Tarik Iles who wrote (20052)	12/17/1998 3:45:00 PM
From: Jenna	of 120523

DRIV.. part of an ongoing research into software/service stocks that are related with internet that I am doing. DRIV, TSFW, CNCX,DDDDF, MISI, and of course NSOL are my favorites in this particular industry. In the future they will be making their way more and more into the watch lists, and hopefully into the earnings plays as well before too long. Familiarize yourselves with them because they will take the place of the large cap stocks that are fully valued and have at most 2-3% growth a quarter. I think the trend has turned for individual investors, and traders. We all are now privy to the 'revolution' in the internet and we are lucky to be on the forefront. Last time I felt this excited about a sector was the 'discovery' of CSCO in 1990 when I was changing over a 'boring' portfolio and at the same time taking my graphic arts from the paste up stage to computer desktop publishing and CADD (computer aided draft & design) thereby discovering a plethora of interesting companies (ALDUS (at that time), CSCO, WDC,DELL,IOM, MSFT, etc)

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