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Pastimes : The New Qualcomm - write what you like thread.
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: S100 who wrote (2437)12/26/2000 2:14:10 PM
From: S100  Read Replies (1) of 12247
 
Howard Ward of Gabelli Growth Fund

He feels that there are some tech bargains in the market.

Some stocks have bottomed and are on their way to recovery, and will never return to the lows that they saw this year.

QCOM is one of those names. TXN and ADI also fall into that category.

GLW has also seen its lows, but is not nearly as expensive as others.

TLAB is a stock that he would take advantage of here, as it has bottomed greatly.

He feels that PCs are beaten up and DELL is his top choice there

INTC, TXN and SUNW are buys here. Holding up in good areas of the market

More of Ward's views going forward at Click Here for More Info

netcog.com

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Luciano Siracusano, of individualinvestor.com (I)
Author: Aaron Hemingway
Report Source: Luciano Siracusano
(Added 12/26/2000 12:32:03 PM)
Categories: Stock Picks


Magic 25 Stock Picks:

Up over 4% for the yr.
Outperformed Dow and NASDAQ since 1992.
Selects 25 stocks every December. Looking for stocks that will outperform throughout the next yr. Looking for catalysts in stocks that will come in next 12 months.
Stock Picks for 2001:

QCOM - Down 70% this yr. In next yr. QCOM will be receiving royalties from CDMA handset phones with 90M expected to be sold worldwide.

NOK - Also selected for handset phone boom.

Titans:

AOL

MSO
XOM
SCH

Many of these stocks will be able to perform even with slowing economy. Good to buy now.
Highflyers:

IVX
ENZN
ENE
EMC
MRVC
IRF

Stocks that have little more risk. Storage space companies are a great place to be next few yrs.
Bargain Buys:

MYL
TRMB
ONE
CYBX
MMM
MO

Good growth and value potential for 2001. Hard to value, but looks to have good catalysts.

netcog.com
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