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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 (99098)	5/23/2000 11:02:00 PM
From: Jenna	Respond to of 120523

AGN, BOL, WJCO, COO.. mentioned to watch this week (Sunday Night) is showing very good upward movement. AGN had a very nice move on a pretty dismal day. Earnings coming out on COO and many factors are moving this interesting sector. Hope for more movement tomorrow. quote.yahoo.com Stock of the Hour May 23 2000 12:41PM CST Allergan Breaks Out into Record Territory by Charles Rotblut, CFA Senior Analyst/Contributing Editor Shares of Allergan, Inc. {AGN} raced into record territory on volume that is already more than 35.7 percent greater than the 30-day average. Though a search of several news sources gives no underlying reason for the buying pressure, today's move is a definitive break above resistance at 63 and positions the stock for continued gains over the short term. To: Jenna who wrote (98721) From: Jenna Sunday, May 21, 2000 10:36 PM ET Reply # of 99104 BOL, AGN, WJCO and COO.. Lots of activity behind the scenes of these 4 companies. WJCO will not be accepting BOL's offer, COO is reporting next week and has a new line of color contacts. Growth and consolidation are the watch words in this sector. You might see some movement in OCLR as well. Now you might also try to guess who else will try to buy WJCO. Either way WJCO might have even more upside next week.

To: Jenna who wrote (99098)	5/24/2000 12:28:00 AM
From: kinetic	Read Replies (2) \| Respond to of 120523

AMAT Trades at a 16% Discount PE Multiple of 31.8 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. Don't forget LRCX, at a 40% Discount PE Multiple of 22.6, vs. 37.7!

To: Jenna who wrote (99098)	5/24/2000 2:05:00 AM
From: SirRealist	Respond to of 120523

Nice blimps there, Jenna. Of course, I think ELON ranks w/RMBS at the top. And I'd add the triple A's to your list: AETH, AKAM, AVNX.

To: Jenna who wrote (99098)	5/24/2000 7:43:00 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 120523

Jenna just wanted to say you do a pretty amazing job....what a list, easy to read and see whats good and not so good.. really..terrific job... i think we all forget the hard work you continue to put in day in and day out...always way into the night... you're a tireless worker, smart, and efficient... pretty amazing package... keep up the great work..because i really don't see anyone else that has this talent...and no other site is doing this kind of work at this level...just needed to be said... regards OJ

To: Jenna who wrote (99098)	5/24/2000 3:17:00 PM
From: Archie Meeties	Respond to of 120523

Nice list, very nice.

To: Jenna who wrote (99098)	5/24/2000 10:46:00 PM
From: baggo	Respond to of 120523

Gemmers, It never ceases to amaze me how valuation comes into play near a bottom. Late shorts will ultimately get creamed. Play the game. Add JDSU and SDLI to your list. BRICE

To: Jenna who wrote (99098)	5/25/2000 3:24:00 AM
From: brightlake2	Read Replies (1) \| Respond to of 120523

Jenna, I found your way of evaluation a stock based on its peer group troubling. It is the same way a Chinese leader would criticize capitalist. If they are better than us, they are over-valued. Average is the best was their slogan (which mean everybody was on average very poor). I bet you don't own any stock which has the lowest P/E ratio in the group you listed, because they are cheap for a reason. The stock value of each stock should based on each company's growth in revenue and earning, not on a group's performance. BL