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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 (98402)	5/18/2000 10:44:00 PM
From: Roger Schelling	Respond to of 120523

Jeanna: Thanks for the response. It is much appreciated. I do think you begin to 'build' an anticipation of the ones that the market 'just can't keep their hands off of' by making these stocks prove themselves in each direction. But I will try to build my own portfolio on those from some of the action 'experiences' here and in my own trading. The swings and early announcements experienced here are quite well advanced and noticed. Waiting watching and playing the GEMS. Roger

To: Jenna who wrote (98402)	5/18/2000 11:46:00 PM
From: kha vu	Respond to of 120523

Hi Jenna, It will be another FRIDAY for reading than for trading. Here is the link that will give us an inside picture of how the FED look at the market and the rate being used as a market correction weapon as of March: bog.frb.fed.us The transcript is released ONLY a month after the meeting. Have a great weekend. kha

To: Jenna who wrote (98402)	5/19/2000 1:01:00 AM
From: Susan G	Respond to of 120523

Jenna - ESIO was written up on the New America page in IBD today. You always find them first. It's held up pretty well lately and I'm considering it for a intermediate hold. Any thoughts on holding it for awhile?? Definitely one of the better charts out there, it never tanked as bad as most other techs because of its earnings and the current strength of the sector. It's been in a trading range since February, I think it might make a nice move if it can break out of its trading range. Here's the most recent coverage, it's covered by a bunch of big brokers, but this is the only recent one I could find. I guess the buy ratings will come after it moves <ggg> Credit Suisse First Boston Initiates Coverage of Electro Scientific Industries With a Strong Buy (PR Newswire, 04/12/2000 16:19) Credit Suisse First Boston Technology Group analyst John Pitzer initiated coverage today on Electro Scientific Industries (NASDAQ:ESIO) with a Strong Buy rating and a 12-month price target of $80. ESI manufactures systems for semiconductor yield improvement and has established a portfolio of equipment businesses addressing "system-wide" performance bottlenecks. Pitzer says ESI is currently benefiting from several key technology trends including the extremely supply-constrained capacitor market, the technology shifts in manufacturing and the transition to higher speed, higher density DRAM. He also notes that increased TAM and further market penetration is providing a sustainable increase in CAGR from 17% to 20-25%. Accelerating revenue growth should provide a basis for further multiple expansion. Pitzer's estimates are FY00E $1.43 and FY01E $2.45.