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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (7575)12/17/1999 10:57:00 PM
From: Sarmad Y. Hermiz  Respond to of 9256
 
>> Rotation is exactly what I am thinking about but I may take another tact and rotate out of the sector. Anybody got any candidates for a short term excursion?

Well if you like a ridiculously low PE on fabulous earnings and earnings growth, there is:

Federal-Mogul (FMO) price $18, '99 E: $4.20, '00 E:$4.66
or Terex Equip (TEX). at $27. '99E at $4.50, '00 E:$5.67

There are a few more like these, but I've put a large chunk of my account into these two.

Good luck with your investments.
-Sarmad



To: Stitch who wrote (7575)12/21/1999 2:48:00 PM
From: Yogi - Paul  Read Replies (1) | Respond to of 9256
 
Stitch,
<<Anybody got any candidates for a short term excursion? >>

finance.yahoo.com

NBCI has quite a way to go, assuming market stability. The rest of these have considerable attention from me. Odd that you are looking to turn away from SEG, personally I bought more yesterday-- sold hdd, though.
Healthy and back on the road. See you in January and best to all this holiday season.

Paul


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