From briefing.com
<<What to buy? Well, the early winners will be the relative strength leaders. We've listed several of these stocks on this page over the past several sessions, but for those that need a reminder here they are: Applied Micro Circuits (AMCC 181 3/4 +17 3/4), Brocade (BRCD 239 5/8 +10 5/8), Broadcom (BRCM 215 5/16 +9 13/16), Emulex (EMLX 129 11/16 +14 11/16), EMC (EMC 94 15/16 +9 3/16), Sun Microsystems (SUNW 111 +13 1/16), Oracle (ORCL 35 5/8 +4 1/8), Corning (GLW 92 7/8 +6 7/8), JDS/Uniphase (JDSU 94 3/8 +8 1/16), Micromuse (MUSE 171 27/64 +21 59/64), i2 Tech (ITWO 182 +21 1/16), Qualcomm (QCOM 69 15/16 +5 9/16), Network Appliance (NTAP 121 7/16 +7 5/8), Siebel Systems (SEBL 98 7/8 +6 3/4), Handspring (HAND 71 15/16 +4 7/8), Ciena (CIEN 127 7/8 +14 27/64), Adobe (ADBE 145 1/8 +14 5/16), BEA Systems (BEAS 77 1/4 +3 1/4), Juniper Networks (JNPR 228 1/2 +28 57/64), Research in Motion (RIMM 99 1/2 +8 3/4) and Extreme Networks (EXTR 114 3/8 +9 5/8).
Next in line will be the more beaten up favorites. Included in this group are Cisco (CSCO 56 1/16 +6 1/4), Nokia (NOK 33 1/8 +3 11/16), Nortel (NT 65 7/16 +5 9/16), Hewlett-Packard (HWP 90 5/8 +6 15/16), Yahoo! (YHOO 60 +3 3/8), Intel (INTC 40 3/8 +3 1/4), RealNetworks (RNWK21 3/16 -2 9/16), eBay (EBAY 55 7/8 +4 3/4), Ariba (ARBA 121 11/16 +11 5/16), Inktomi (INKT 82 1/4 +7 1/8), Redback Networks (RBAK 121 33/64 +18 53/64), PMC-Sierra (PMCS 190 7/16 +32), Rambus (RMBS 64 +6 1/4), IBM (IBM 109 1/16 +5 15/16), QLogic (QLGC 85 +12 3/4), Commerce One (CMRC 62 13/16 +8 5/16), Macromedia (MACR 70 3/8 +1 1/8), Nvidia (NVDA 65 1/8 +2 1/2), Solectron (SLR 42 3/8 +1 3/4), Applied Materials (AMAT 53 1/2 +5 7/16), KLA-Tencor (KLAC 34 9/16 -1/8), Novellus (NVLS 40 1/2 +4 9/16), Gateway (GTW 53.11 +9.48), Micron Tech (MU 36 3/8 +13/16) and Apple (AAPL 22 1/16 +2 1/16).
Finally, if the rally real takes hold money will filter down to the second/third tier and earnings challenged names... Companies like Western Wireless (WWCA 34 13/16 +4 1/8), Free Markets (FMKT 41 1/2 +7 7/16), SCI Systems (SCI 30 +4 5/16), Motorola (MOT 22 1/8 +1 15/16), Lucent (LU 23 1/4 +1 3/4), Sprint (FON 24 9/16 +13/16), DoubleClick (DCLK 12 7/16 -5 11/16, Therma-Wave (TWAV 22 15/16 +2 1/16), Wireless Facilities (WFII 61 1/4 +5 3/8), Scientific-Atlanta (SFA 53 1/8 +8 1/16), 3Com (COMS 19 7/16 +1 13/16), Sonus (SONS 37 1/2 -1), Corvis (CORV 58 7/8 -1 1/8), Lam Research (LRCX 19 7/16 +1 7/16, Cypress (CY 38 5/8 +6 3/4), Amazon (AMZN 28 7/16 +3 5/16), O2Wireless (OTWO 14 1/4 +13/16), Sandisk (SNDK 60 7/16 +4 1/4), and Avici (AVCI 81 +4 1/2). |