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Strategies & Market Trends : CANSLIM - COAST TO COAST

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To: John Morrison who wrote (6254)5/26/2003 3:14:47 PM
From: John J. O`Reilly  Read Replies (1) of 6445
 
Went to the LV Money Show last week. Jim S was there but we did not run into each other.

Technology Investing Panelists’ Stock Picks
LAS VEGAS MONEY SHOW
Thursday May 15th 12:45 PM
Kevin Landis

UTSI Telecom for China and India
LAVA Makes equip to make semis
LEXR Makes flash memory controller chip
SYMC Security software
MOSY Memory cells

Michael Murphy

TSM Chips
CHKP Firewalls
PRSF Buy on dip
CERN Hospital software
ICOS Biotech: Viagra competitor

Joe Sunderman

WDC Bullish
CKFR Bullish
JNPR Bullish Has high Short interest.

ORCL Bearish Only one to give shorts.
MSFT Bearish

Garrett Von Wagoner

Largest holdings in his emerging growth fund.

EMBT
IMNY The fundies stink, but the price is right (G). My TC2000 chart has nice green BOP.
OPNT
SONS
KANA

Do not buy these stocks right away. Put them on your watch list. Watch for a good time to buy, if any interest you. Market may crash, looks weak right now to me with the USD falling.
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