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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 (91422)4/3/2000 11:47:00 PM
From: Jenna  Read Replies (3) of 120523
 
ENT...NTPA .. companies with earnings growth that have sold off too much and should recover. Both ENT with anticipated earnings of $0.10 this year and $0.20 next year still has triple digit growth and its these stocks that COULD be the answer to indisciminately plying money into the nasdaq without any real information on the companies other than 'they are momentum plays'.. Notwithstanding the selloff in NTPA today.. both NTPA and ENT had stochastics breakouts.

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NTPA is looking for its first positive quarter and was a successful earnings play last quarter as well. NTPA is estimated to have 355% earnings growth next quarter (from $0.03 to $0.11 cents). Its looking at $0.40 this year (207% growth) and $1.39 next near. It had an 83% earnings surprise last quarter.

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On March 28, 2000 Robertson Stephens analyst Rick Juarez issued a 6 page Daily Notes Report on Netopia Inc. Report highlights: 'The company announced marketing and technology partnerships with Tdsoft communications and VocalData. The company has closed the acquisition of WebOrder. A BUY rating was reiterated with a 12-month price target of $107 per share
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april 3: Maverix.net Selects Netopia as Preferred Vendor of DSL Customer Equipment

May 30; Netopia Improves DSL and Cable Deployment by Including PPP Over Ethernet in Award-Winning Netopia R9100 Router

ON EQUANT:
April 3, 2000: Lehman Bros. European strategy team said it's still hot on Vodafone AirTouch PLC (VOD: news, msgs), while in the data arena Lehman likes Global Telesystems Group (GTS: news, msgs) and Equant NV (ENT: news, msgs).
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