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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (111552)	5/19/2000 12:56:00 AM
From: tejek	Read Replies (2) \| Respond to of 1574439

Dan, Kash and thread: Re: BTW I did some DD on the oils if anyone is interested... I know I am! OILS: The best of the best: KMP....( great company and fundamentals, REVS up 57% YOY, lowest P/E of the best oils; was IPO six months; only problem like most IPO's spiked and then pulled back...I think its bottoming in high 30's...watch closely; I think it will move up quickly once a bottom has been reached) HC....REV growth accelerating; relavely small float; margins improving. PDS....REV growth accelerating SESI.....low cost alternative with stock price at $10 per share PTEN....shre price was fastest growing in last 3 mos. The rest of the best: RIG, GLM, SII, PGO, MRL Some tips re oils: it was expected that oil futures would drop because in March OPEC agreed to increase production. Futures did drop from $32 to $24 but have jumped back up to 30 currently. The stocks have had a nice run the past 2 mos while techs have been trashed so time your entry carefully. Be aware that most oils are forming a 3 year cup and are just now coming to the handle part of the formation. Also remember that while the big $ has rotated to the oils, they do not grow like techs......I did a comparative analysis of ten oils with the NAZ Composite and only one grew faster than the Composite and none came anywhere near AMD, as one tech example... Pls God let the tech stocks come back into favor soon!!! Pls do your own DD and make sure the stocks fit your investment parameters Essentially I am looking at alternative sectors until tech comes back. Some techs that are like AMD...great fundamentals, great growth, great charts and still moving up: KEM, VSH, TLGD, PLT, CMOS, NEWP.....check them out. Finally a pharmaceutical referred to me by cousin who is an MD.....KOSP; doing well; but DD is complicated....so anyone interested, I will explain in PM. ted Once last thing, do not blame the messenger if a stock explodes....its not his fault..