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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (51006)	7/16/1999 8:20:00 PM
From: American Spirit	Respond to of 120523

MSFT has had its run now. Invest in some which haven't but will. My humble candidates CHRZ, WIND, SDTI, QWST, ELNK, T, COMS, IATV - you pic 'em to go pop. Have to move fast though. Also on the buy side I look for irrational selling on good stocks. Like post-earnings dumps. SDTI a good example today. Down 3 but could trade for twice the current price and not be over-valued. Any suggestions from others? I'm all ears.

To: puborectalis who wrote (51006)	7/16/1999 9:51:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 120523

With the ongoing bull market, several companies have turned to tracking stocks to boost the value of their shares. The Internet businesses at big companies such as Microsoft often don't carry lofty Wall Street prices of companies whose entire focus is on the Internet. Tracking stocks let them separate the sexier businesses. In essence, the sum of the parts becomes greater than the whole. Why I think the SEEK deal with Disney is a GO!(pun)...their tracking stock will,imo,be priced higher than the street is valuing.