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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: Original Mad Dog who wrote (108120)	7/17/2000 12:27:03 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 120523

Mad Dog -- CMRC, CLRS: I'm planning to sell CMRC primarily because it has already made a huge run off its recent lows under 40. I'm sure CMRC will surprise to the upside, but I'd say an upside number is already baked into the stock right now. Beating ARBA's number would be a great surprise and I'd imagine would send CMRC soaring; but that certainly isn't a slam dunk. CMRC would need to have 131 percent quarter-over-quarter growth to match ARBA's $80.7 million quarter. For safety's sake, I'd just assume take profits and then trade CMRC again after the number is out. CLRS: I accumulated a small position in the 30-32 range. I had a feeling I should have bought into it heavily, but was nervous about putting much money into second- and third-tier B2Bs. Too bad--. I've mostly been focused on the semis and network traffic management sectors lately. Among the semis, I've got KLIC, ATML, AMD, INTC, SNDK, KLAC, and AMAT for earnings. I also have a small, speculative position in WAVX that I plan to hold for the intermediate- or long-term, as long as it continues to execute its business plan. I especially like KLIC because it's so extremely undervalued on a fundamental basis. In network traffic management, I recently sold ATON and FDRY and plan to hold FFIV until earnings (25 July). Like Jenna, I plan to be mostly flat by the middle of next week. I don't want to risk giving back profits by holding into the summer doldrums. I'm starting to look for toy and retail companies to accumulate for the holidays. I wish I had bought KIDE recently: it's flying on anticipation of the Pokemon movie.