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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: patron_anejo_por_favor who wrote (50455)5/12/2000 7:15:00 AM
From: Techplayer  Respond to of 99985
 
patron_, Thanks for the comments. For the record, I bought AMAT yesterday, QLOGIC at 59.5 (this week) and EMLX for 42 over the last 2-3 weeks. They are my only new tech buys, though I am now considering FDRY and FFIV with their respective growth rates intact and recent declines taking them to historically attractive levels. I have no interest in any of the dot coms unless by some stroke of foolishness the hype reemerges. I also bought AMES at 10 7/8. Another volatile but relatively undervalued tech is SILI.

I was reading yesterday that once there is a sense that the rate increases are fully implemented that the financial (bank) stocks would regain some favor. Do you have any favorites? I have seen several positive comments on Fleet bank being undervalued when compared to its peers.

core holdings include LU (average under 10).

tp