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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Bill Cotter who wrote (27332)	7/17/2000 2:17:32 AM
From: Johnny Canuck	Respond to of 68711

Bill, That particular list in actuality does not get up date all that often, as I keep an interactive list with alarms on my desktop at work and home. I should really delete it from the listing, but as I have never posted its contents I have not bothered. My actual list tends to change quite a bit. I don't typical post my watch list as not all picks match everyone's risk tolerance and some of them require key events to occur before entry. FWIW, my current watch list: MRVL - end of IPO quiet period, play on gigabit ethernet, 2H 2000 story SHOO - beaten down shoe retailer due to insider trading scandal, back to school play, highly risky as a lot of the creative control is attribute to Steve Madden and he is under arrest LDP - incubator of tech stocks, has position in RAMP and NUFO, trades at a discount to net asset value like most holding companies MRVC - optical play, has an IPO forth coming, $300 non-split adjust price target is still out there, low analyst coverage QCOM - 3G rolls out in 2001, hype will start for next phase of wireless, most of 3G ramp will be in 2002/2003 though, good entry point in the 50's if you have a long time frame RMBS - story still emerging, expect new design wins in communication, expect royalties from next generation of processors and logic not just memory, patent covers all double edge data transmission schemes LU - turn around story, trades at a discount to peers, expect at least 2 more Q's till the street trust them again GALT - undervalued to projected forward growth, this Q's earnings report is key, inventory problem must be under control, looking for positive forward statement about the ramp of gigabit ethernet BKHM - look for entry on pullback, purely a technical trade expect good report from SDLI and JDSU, NT, NUFO to power next leg AMCC - looking for entry on pull back, positive forward guidance, good back log,new designs, dominant position in optical OC48 and OC192 support chips, undervalued based on guidance KOPN - micro cap in RF transistor business and small LCD screen displays for handhelds, looking for entry on pull back, safety entry is on the low 20's FIBR - looking for way to play Sorrento IPO, highly risky FDRY- earning up coming, really beat earnings last Q, good product breadth, possible exit before earnings and re-entry later, need more accurate forward guidance to determine valuation These days I have to wear the hat of investor and trader, though with the exception of IPO's, I trade what I do not mind investing in.