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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: Jenna who wrote (93267)4/13/2000 11:43:00 PM
From: Jenna  Read Replies (2) | Respond to of 120523
 
IDTI, DSPG and LRCX these, or the 'nets, I leave the answer to you.

IDTI still trades a 10% discount to peer group

LRCX still Trades at a 32% Discount PE Multiple of 34.1 X, vs. the 49.9 X average multiple at which the Semiconductors SubIndustry is priced.. It traded above its 10, 20 and 50 day moving averages until it crashed towards the end of the session. Return on equity is an amazing 59%

Earnings Per Share 2000
Q1a $0.19 vs. ($0.23) 182.6%
Q2a $0.33 vs. ($0.21) 257.1%

Q3e $0.35 vs. ($0.13) 369.2%
Q4e $0.40 vs. $0.09 344.4%

With criteria like these it doesn't matter if LRCX is up tomorrow or not what matters is 'gathering' these gems and picking them to add to our portfolio as soon as the time is ripe.


DSPG.
50 day moving average offered support for DSPG at 51 1/16

'The 2000 EPS estimate was lowered to $0.83 from $0.92 to reflect an increase in near-term expenses. The 2001 EPS estimate was increased to $1.23 from $1.16 to reflect an increase in revenue from acquisitions. The company acquired VoicePump, a leading VoDSL and VoIP embedded software company. A BUY rating was reiterated with a 12-month price target raised to $75 from $60.'



To: Jenna who wrote (93267)4/14/2000 12:21:00 AM
From: hjz  Respond to of 120523
 
If the CPI is positive that could be the push that the NASDAQ needs. There is always either a piece of economic data or strong earnings number that turns things around. In April '99 it was an IBM earning report, in August '99 it was CSCO earnings and a positive PPI and then in October '99 there were a string of positive inflation numbers. It will be a very interesting trading day tomorrow.

HJ