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: lee kramer who wrote (42540)	5/29/1999 8:38:00 AM
From: kendall harmon	Read Replies (1) of 120523

IDEAS for next week-from Larry Wachtel of Prudential Securities. From his interview Friday night after the close on Nightly Business Report: KANGAS: All right. And what re you most up on what right now? What stocks? WACHTEL: Well, you know, I'd be fishing in some troubled waters, the PC area, the personal computer area has gotten pounded down and I think it's time to begin taking a stand. KANGAS: What's your favorite in the group? We just have a few seconds. WACHTEL: Well, Dell and Compaq would be two names there. I would be buying semiconductor stocks that apply to the telecom and the Internet, LSI Logic (LSI). And I think some of the drug stocks have appeal. I'm very impressed with the relative... KANGAS: They came back today as a matter of fact. What's your favorite in the group quickly? WACHTEL: Well you know the relative performance of Bristol-Myers (BMY) is impressive. That would be my favorite. KANGAS: Larry, thanks very much.

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