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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (99669)	4/23/2000 8:23:00 PM
From: 2MAR$	Read Replies (2) \| Respond to of 108040

Barrons?...the latest from them --->is a "pump" biz.yahoo.com Broadcom, PMC-Sierra named among top cos by Barron's NEW YORK, April 23 (Reuters) - Technology companies led a list compiled by Barron's on Sunday of the best performing corporations for investors. Broadcom Inc. (NasdaqNM:BRCM - news), the largest maker of semiconductors used for Internet access via cable-TV lines, topped Barron's list, which graded the 500 largest companies in terms of market capitalisation. Barron's reviewed the corporations based on stock-market performance, top-line revenue growth, a metric labeled CFROI that measures real cash returns on the capital invested in a company, stripped of the effects of inflation and accounting practices, and forecast CFROI for this year. The article estimated that Broadcom's chips are now in more than 80 percent of cable modems, digital cable TV set-top boxes and local area network switches sold around the world, ``making the company one of the key beneficiaries in the continuing seismic shift in communications technology.' PMC-Sierra (NasdaqNM:PMCS - news), another communications chip maker, won second place on Barron's list, followed by software companies Oracle Corp. (NasdaqNM:ORCL - news) and Veritas Software (NasdaqNM:VRTS - news) and high-speed data storage equipment maker QLogic Corp. (NasdaqNM:QLGC - news). The following is a list of the top 25 companies on the Barron's list: Broadcom Inc. (NasdaqNM:BRCM - news) PMC-Sierra (NasdaqNM:PMCS - news) Oracle Corp. (NasdaqNM:ORCL - news) Veritas Software (NasdaqNM:VRTS - news) QLogic Corp. (NasdaqNM:QLGC - news) Comverse Technology (NasdaqNM:CMVT - news) Celestica Inc. (NYSE:CLS - news) Tyco International (NYSE:TYC - news) Mercury Interactive (NasdaqNM:MERQ - news) Medtronic Inc. (NYSE:MDT - news) Altera (NasdaqNM:ALTR - news) Qiagen NV (quote from Yahoo! UK & Ireland: QGENF.F) United Healthcare (NYSE:UNH - news) Infinity Broadcasting (NYSE:INF - news) ASM Lithography Holding (NasdaqNM:ASML - news) CBS Corp (NYSE:CBS - news) RF Micro Devices (NasdaqNM:RFMD - news) Applied Micro Circuits Corp. (NasdaqNM:AMCC - news) Applied Materials Inc. (NasdaqNM:AMAT - news) Network Solutions (NasdaqNM:NSOL - news) Paychex Inc. (NasdaqNM:PAYX - news) Qualcomm Inc. (NasdaqNM:QCOM - news) Biovail Corp. (Toronto:BVF.TO - news) Lernout & Hauspie Speech Products NV (NasdaqNM:LHSP - news) MicroStrategy Inc. (NasdaqNM:MSTR - news) ...guess the above may make some good shorts this week ! LOL! :-) mars

To: puborectalis who wrote (99669)	4/23/2000 10:24:00 PM
From: SirRealist	Respond to of 108040

>>>While nearly all of Idealab's offspring are losing money, the incubator itself reported a profit of $118.5 million for its 2000 fiscal year, which ended Jan. 31. The bulk of that income came from selling more than 3.8 million shares of Santa Monica, Calif.-based EToys for a gain of $193 million. <<< As an aside, ETYS is a perfect case in point. bigcharts.com After the end of lockup expiration, it peaked one last time, at 70, then plunged to 20 (a 70% decline) in 6 weeks. And not just any old 6 weeks... it happened mostly in Nov and December, while NASDAQ was roaring at a record pace. Has it recovered? No, it dropped to 15 before the NAS selloff that began around March 10, to 9 at the beginning of BigDrop Week, and is at 6 now. I don't suggest this will happen to all. But those with growing losses without substantial reasons (or a reversal of losses in sight) could very well find themselves following this pattern. Even profitable B2C is impacted right now... consider KIDE. Again, I'm no bear. But it is wise to remain conscious of how sectors can be tarnished. Near-term, biotech faces this fate, and possibly, B2B. Looking to sectors that have not fallen so far (i.e., semiconductors) as 70-80% in the past 6 weeks, does seem wise to remember. Right now, looking ahead, the greatest emerging market is found in things related to Net expansion, esp into Asia and Europe. Wireless, which is operating at a profit for many, still looks okay. And don't forget that guru Abby JC said "financials, pharmaceuticals and global cyclicals". We may all have to adjust to slower gains and a slower pace for a couple of months. But keep in mind all that we have learned and can learn, so you won't get caught unprepared for the current mkt transition.