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

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To: Jenna who wrote (54097)7/30/1999 9:53:00 PM
From: FR1  Read Replies (1) of 120523
 
. I was up all night creating a kind of visionary blueprint of where I want to see Markets in the next few weeks/months.

Just curious about what conclusions you came to about immediate market trends.

Personally, I think we have ups and downs all the way to Aug 24 (when AG finally does 1/4 point). Then it is a slow beginning to the late Sept rally to earnings.

The only stocks I feel good about (ie stocks with a strong steady upside) are the stocks that are tied to the hardware side of broadband deployment. I figure growth here is going to happen despite interest rise, etc. All the cable businesses are at war with the phone businesses. They are both killing themselves to get as many people signed up to broadband as quickly as possible. Both sides know that the 1st person to sign up a client will probably get to keep them. That may not be good for the cable and phone co balance sheets but the guys supplying the cable and broadband electronic gear are are doing great. Therefore, stocks like HLIT, QLGC, BRCM, CMTN, HIFN and PMCS are good bets for me.

What do you think?

Anybody want to add to my list?
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