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Technology Stocks : Full Disclosure Trading

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To: Return to Sender who wrote (2162)9/21/2002 6:56:21 PM
From: BWAC  Read Replies (1) of 13403
 
<What stocks do those posting here like for long term buys and at what prices?>

I would think DUK certainly. You have a 10PE estimate forward, a 5.5% Dividend. A book value of $18. Market Cap of $17 Billion for this very prominent, well run, electric and natural gas utility.

A glance toward PGN would be similar to DUK.

I'd think EDS when it settles down some. Its forward estimate PE would be somewhere under 9. Its like at a 10plus year low. Sports a 3.5% dividend. Market Cap of only $8 Billion now vs $20 Billion in sales.

You want less than net cash value? Try AMCC, GTW, CIEN.

SLR is trading at $2.25 if you like contract manufacturers.

A good chip roundup of LSI, XLNX, ATML, MOT, even MU maybe at $13, TXN, CY, etc.
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