Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (11642)	7/17/1998 8:26:00 PM
From: Judy	Read Replies (2) of 120523

Look at the food chain effect ... ALTR, VTSS, ANAD doing well implies that the networking/telecom companies with historically consistent earnings performance should do well. Hence, LU and CSCO and TLAB are no surprise. Long LU calls and short 95p as of yesterday. Trader's intuition ... QCOM should do well based on the food chain implication, it reports next week. Technically ready move, kicker is has it overcome its manufacturing problems of the Q-phone and is the market numb to its exposure to Asia??

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