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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: country boy who wrote (1130)	4/20/2000 9:21:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4564

NSOL added to "SIN List" (Needed a Headline). CB, NSOL looks exactly like what we were targeting -- Internet stocks that are at "bargain levels, with solid earnings, and a top ranking in their niche. Looks like you have turned up the premier example.. SIN List (Suvivors of the InterNet) now consists of: NSOL TIBX ELNK NEON As for LSI: Gotta believe it's a bargain at these levels. Their earnings projections have had to be upgraded twice in the past 90 days. They are looking at 40% gain into next year, and selling at a lesser multiple than their current growth rate (PE of 33 on next year's earnings vs expected 40% growth rate), with a projected followon growth rate above 20%. Perhaps LSI will become an even bigger bargain, but on the fundamentals it is hard to fault. Here's Yahoo's research page: biz.yahoo.com Good work on those XLNX calls.... can't blame you for taking a 100% gain... What do you see for next week? tso