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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (614)	8/28/2000 3:40:58 PM
From: Jack Hartmann	Respond to of 6932

Added SLAB at $62.25. Down $5 since I reviewed it. risk/reward is better. Watching these other low float stocks go higher. Will stop out around $55 or so. This stock has such a low float that lockup expiration will help sell shares. Jack

To: Jack Hartmann who wrote (614)	10/16/2000 7:35:04 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio down 0.15%, Dow up 0.46%, Nasdaq down 0.80%, S&P500 up 0.03%, Gilder down 0.02%, Meisler up 1.6%, J-Blimps up 1.4%, Fuel cells/Alt Energy up 2.5% NYSE Volume: 1 bln...Adv: 1373...Dec: 1485 Up Volume 537.91 Down Volume 446.64 Nasdaq Volume: 1.78 bln...Adv: 1936...Dec: 2066 Up Volume 808.84 Down Volume 931.15 Put/Call ratio 0.64 (Range 0.55 to 0.65) The bulls are running again Sector Watch Biotechs ($BTK) 698.68 +22.88 +3.39% Shares of Human Genome Sciences (HGSI) gained $8.56, or 10.5 percent, to $90.06. Rockville, Md.-based Human Genome Sciences said Monday that British pharmaceutical giant SmithKline Beecham Corp. exercised an option to jointly develop and commercialize repifermin, a potential wound-healing agent. AMGN BTGC CRA CEPH CHIR CORR GENZ GILD HGSI IDPH IMNX MEDI MLNM ORG PDLI VRTX Comp. Tech ($XCI) 1191.72 -35.37 -2.88% INTC down 11% ahead of earnings. Semis ($SOX) 714.50 -43.82 -5.78% INTC plus NVLS announces lighter revenues and SSB cut into sector again. Portfolio Watch FDRY up 4.95% moving ahead of earnings. Reports tomorrow. SNCI up 3.12%. No news. SSTI down 3.90%. Emerald Research upgraded its short- and long-term ratings on Silicon Storage Technology Inc. (SSTI, news, msgs) to "strong buy" from "buy" Monday and raised its 2000 and 2001 earnings estimates, citing upside third-quarter results. The firm expects SST to continue to gain market share in the code storage application of flash memory products. SLAB down 0.65% After hours. Reports Q3 earnings of $0.13 a share, $0.02 better than the First Call consensus of $0.11; revenues rose 101% to $29.4 mln from $14.6 mln in the year-ago period; Note: continues 20% sequential revenues and earnings pace. CAMP up 5.10%. Receives orders from Nortel Networks (NT) for customer premise transceivers for the MMDS and 3.5 GHz Wireless Local Loop frequency bands. Other stocks Polaroid (PRD) down 20.00%: Company posts Q3 earnings of $0.40 a share, $0.14 worse than the Zacks consensus of $0.54, vs year-ago earnings of $0.50; revenues fell 1% to $458.20 mln from a year-ago of $463.00 mln; saw an abrupt shift in trade buying patterns in the last few days of the quarter and softness in traditional film retail sales; Note: Announced before hours. Going nowhere. JNIC beat ests by six cents with 0.18. Revs up 176% with a high 460 PE not factoring this quarter. Worth DD later this week. Shopping List I think I will track the ones close to buy points to save time Integra LifeSciences (IART) down 3.68% (pre-announced upside) PRSF down 5.24% (Leading billing software company plagued by insider sells re-entry $30) KOPN down 4.58% (Leading mfr of Cyberdisplays, 50% dependent on CNXT, $20 entry point) CYTC up 9,68% (thinprep leader in pap smear alternative, off 50% of its high, what bugged me, re-entry $28) Which way will it break. Looks up. Watch List ADI (have to get near $70 to buy, pre-announce good quarter) $66. Down with a vengence Dropped from list since I like SLAB better. MCDT (Want re-entry in low $90, BRCD quarter expected) At $117. Missed it twice, shame on me, NTAP (NAS king, $65 re-entry target, 631pe, 123% rev growth) At $133 Baby got legs JNPR ($130 for re-entry) $243. No hope of re-entry now. No kidding AMAT (This is the premier semi-equipment company. If it comes close to the lows of $36, I will pounce.) At $48 A (optical and pteomics play down low, $40 re-entry) Signs vendor financing agreement whereby The CIT Group (CIT) will provide equipment financing and leasing services to Agilent customers. Agilent sees the change in revenue recognition associated with the deal adding $150-$200 mln in revenues in 2001 and contributing $75-$100 mln in additional operating profits. At $46. MTSN (I like Brad Mattson as a manager who has not sold his shares in the decline. Re-entry at $11) At $10 I want to see NVLS preformance after a bullish conference call. MTSN reports on the 19th. INKT (leader in internet caching, bargain at $80) At $85 Summary Kinda of a boring market after run-up Friday. SLAB did well despite on the surface average numbers until they are compared with the past. Jack