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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who wrote (5587)3/1/2001 9:25:02 PM
From: puborectalis   of 6445
 
Alberto Vilar, Amerindo Investment Advisors.

Technology Focus

Stocks are down

There is new technology

New generation is going to do better than the last 30 years

Extraordinary sell-off

Sell off happened because market drove up too much

A correction happened before the sell-off, then the economy got
weak

Weakness leads to recession and the former driver was capital
spending. Therefore, people want to get out of companies involved
with capital spending, which leads to free fall

Stock Picks

ARBA

Price is ridiculous

Will be a fabulous stock in a few years

Will sell into private exchanges

EBAY

Doing extremely well

Delivering on a 50% growth rate

Will be a multi-billion dollar company

Surprised Wall Street
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