MAVERICK RATINGS ON SELECT STOCKS
I chose to rate stocks in only three ways: BUY, SELL, HOLD.
I don't think there is anything but confusion in being any
less clear. Ratings such as "market performs","watch", or
"accumulate" don't really tell you much, or at least they
don't tell me much. So here is my list for a model tech
portfolio, with a retention period of 6-9 months, during
which there will be period of equity rotation and reposi-
tioning.
BUY (AT CURRENT LEVELS UNLESS OTHERWISE NOTED)
AMAT APPLIED MATERIALS BUY AT 47 1/2 OR BETTER
COMS 3COM
CSCC CASCADE COMMUNICATIONS
CSCO CISCO SYSTEMS
DURA DURA PHARMACEUTICALS
GATE GATEWAY 2000
HWP HEWLETT PACKARD
MU MICRON TECHNOLOGY
NN NEWBRIDGE NETWORKS
ORCL ORACLE BUY AT 38 OR BETTER
SEG SEAGATE WATCH FOR SUPPORT AT 47
USRX US ROBOTICS WATCH SUPPORT AT 55
WDC WESTERN DIGITAL
I have no SELL or HOLD recommendations at the moment, and will
only place these labels on stocks I have previous suggested
to BUY, or have rated a BUY. That is, I deal with what I
recommend, and not with what someone else recommends.
Any questions, please e-mail.
Andie Lin
NOTE: MY OPINIONS AND REOMMENDATIONS/SUGGESTIONS DO NOT
REPRESENT A TRADING/INVESTING SERVICE. THERE IS NO FEE
INVOLVED WITH OBTAINING MY OPINIONS. I SIMPLY SHARE MY
RESEARCH WITH OTHERS ON SILICON INVESTOR WHEN I HAVE THE
TIME TO DO SO. READERS OF MY OPINIONS ARE FREE TO DO
WHAT THEY WILL, AND BEAR FULL RESPONSIBILITY FOR THEIR
DECISIONS. |
