hey guys. Look at this.. Notice that AMD is NOT There. Maybe it would have to do with the profits [lack thereof] of AMD, their abysmal ROE and all other things that make you buy a stock on it's financial fundamentals, likle ROE, Book to sales, Profit MARGINS etc.
Here are Bloomberg's picks , the 30 stocks that passed the test.
Award Software
Veritas Software
Bio-Technology General
Amgen
OrcCAD
MicroSoft
Phoenix Intl
Peerless Systems
Remedy
VideoServer
Visio
Etec Systems
Ultratech Stepper
BMC Software
JDA Softwrare Group
Wind River Systems
Performance Technologies
Novellus Systems
Cabletron Systems
Coherent Comm Systems
The Vantive Corporation
Davox
Cisco Systems
Applied Magnetics
Atmel
Altera
PairGain Technologies
Storage Computer
Intel
Citrix Systems
Electronics for Imaging
Glenayre Technologies
Ascend Communications
Sterling Commerce
EMC
These are the 30, based on fundamentals, and finance, growth, and
the other things like price to book, sales,profit margins, return on
equity, inventory turnover, r&d to sales etc
that Bloomberg Personal thinks are the best bets...
Another small bunch of big names did not quite make the grade, I
think mostly because of slighly lower, or more inconsistent returns
Here are the Honorable mentions:
1- Genentech
2- BioGen
3- Chiron
4- Netscape Comms
5- Pharmacia & Upjohn
6- Oracle
7- Sun MicroSystems
8- Motorola
9- Bristol-Meyer Squibb
10-Apple Computer
11-IBM
12-ComPaq &
13- Dell
Let me know what you guys think. This is the personal magazine of a
leader in the industry, well-respected like Mr Bloomberg.
Anyway, for what it's worth
Take care
Jean |
