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

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To: puborectalis who wrote (93828)4/18/2000 12:57:00 AM
From: Jenna  Read Replies (3) of 120523
 
TXN still looks a little overvalued here, and I would buy AFTER a pullback. My preference is AMKR, IRF, MCRL (that moved up a bit too much also but is not overvalued) and ATMI.. for 'investment' purposes. Stocks like QCOM and TXN are more like 'thermometors'.. when the readings are okay I buy the other higher EPS gainers, lower valuation companies. I would rather trade off TXN and QCOM because intraday you can trade the options as they move in a fast market. I had enough experience in NT, a great company that actually tripled, but I got only a double because I thought it was just 'invincible'.. and it wasn't.
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