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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 (670)	9/2/2000 9:45:03 PM
From: Jack Hartmann	Respond to of 6933

Looking at the Computer Hardware Index ($HWI) stocks AAPL CPQ DELL GTW HWP IBM MUIE SGI SUNW are the index. AAPL Price/Book (mrq) 5.12 Price/Earnings (ttm) 31.45 Price/Sales (ttm) 3.06 EPS 0.51 to 1.00a to 0.88a to 0.45a per breifing.com EPS est Curr Yr 1.85 Next Yr 2.12 per Nelson’s Revs 1558.0M to 1336.0M to 2343.0M to 1945.0M to 1825.0M per daily stocks Chart – ten green days in a row. On a tear. CPQ Price/Book (mrq) 4.40 Price/Earnings (ttm) 49.59 Price/Sales (ttm) 1.52 EPS 0.07 to 0.19a to 0.16 to 0.21a 0.29 est next q per zacks Revs 9420.0M to 9208.0M to 10478.0M to 9513.0M to 10127.0M Jun00 Chart – nice 10/50/200 stack, near 52wkHI DELL Price/Book (mrq) 17.21 Price/Earnings (ttm) 63.42 Price/Sales (ttm) 4.12 EPS 0.18 to 0.16a to 0.19 to 0.22 Jun00 0.25E est per zacks Rev 6142.0M to 6784.0M to 6802.0M to 7280.0M to 7670.0M Jun00 Chart – 200/50/10 stack but coming back GTW Price/Book (mrq) 9.45 Price/Earnings (ttm) 45.60 Price/Sales (ttm) 2.49 EPS 0.35 to 0.42a to 0.41 to 0.37 Jun 0.45E next q per zacks Rev 1912.1M to 2178.5M to 2451.6M to 2337.9M to 2141.9M Jun00 Chart – nice 10/50/200 day stack. HWP Price/Book (mrq) 8.45 Price/Earnings (ttm) 38.09 Price/Sales (ttm) 2.78 EPS 0.75a to 0.80a to 0.85a to 0.97 Jul00 1.03 est for next quarter Rev 10318.0M to 11362.0M to 11673.0M to 12028.0M to 11818.0M Jul00 Chart – tight 10/50/200 but appears to be moving higher IBM Price/Book (mrq) 12.43 Price/Earnings (ttm) 33.80 Price/Sales (ttm) 2.85 EPS 0.90a to 1.12 to 0.83 to 1.06a 1.07E for next q Revs 21905.0M to 21144.0M to 24182.0M to 19348.0M to 21651.0M Jun00 Chart nice 10/50/200 and on a tear MUEI Price/Book (mrq*) 2.89 Price/Earnings (ttm) 43.10 Price/Sales (ttm) 1.00 EPS 0.14 to 0.15 to 0.06 to 0.05a Jun00 0.08E for next q Revs 327.7M to 333.0M to 353.0M to 333.8M to 369.5M Jun00 Chart 10/50/200 and on a move last five days SGI Price/Book (mrq) 1.49 Price/Earnings N/A Price/Sales (ttm) 0.38 EPS (0.37) to (0.01) to (0.03) to (3.27) Jun00 (0.11) is estimated for next q Rev 828.6M to 585.2M to 648.2M to 563.7M to 534.1M Chart flatlined since gapped down on horrible earnings SUNW Price/Book (mrq) 27.98 Price/Earnings (ttm) 117.47 Price/Sales (ttm) 13.82 EPS 0.33a to 0.21 to 0.26a to 0.39 0.26 est next q Rev 3514.6M to 3122.0M to 3553.9M to 4004.7M to 5016.6M Chart 10/50/200 on a tear since June Hmmmm. Not anything strikes me as a value. Seems like I'd chasing the better plays. Jack

To: Jack Hartmann who wrote (670)	9/2/2000 9:45:21 PM
From: Jack Hartmann	Respond to of 6933

Looking at the Computer Hardware Index ($HWI) stocks AAPL CPQ DELL GTW HWP IBM MUIE SGI SUNW are the index. AAPL Price/Book (mrq) 5.12 Price/Earnings (ttm) 31.45 Price/Sales (ttm) 3.06 EPS 0.51 to 1.00a to 0.88a to 0.45a per breifing.com EPS est Curr Yr 1.85 Next Yr 2.12 per Nelson’s Revs 1558.0M to 1336.0M to 2343.0M to 1945.0M to 1825.0M per daily stocks Chart – ten green days in a row. On a tear. CPQ Price/Book (mrq) 4.40 Price/Earnings (ttm) 49.59 Price/Sales (ttm) 1.52 EPS 0.07 to 0.19a to 0.16 to 0.21a 0.29 est next q per zacks Revs 9420.0M to 9208.0M to 10478.0M to 9513.0M to 10127.0M Jun00 Chart – nice 10/50/200 stack, near 52wkHI DELL Price/Book (mrq) 17.21 Price/Earnings (ttm) 63.42 Price/Sales (ttm) 4.12 EPS 0.18 to 0.16a to 0.19 to 0.22 Jun00 0.25E est per zacks Rev 6142.0M to 6784.0M to 6802.0M to 7280.0M to 7670.0M Jun00 Chart – 200/50/10 stack but coming back GTW Price/Book (mrq) 9.45 Price/Earnings (ttm) 45.60 Price/Sales (ttm) 2.49 EPS 0.35 to 0.42a to 0.41 to 0.37 Jun 0.45E next q per zacks Rev 1912.1M to 2178.5M to 2451.6M to 2337.9M to 2141.9M Jun00 Chart – nice 10/50/200 day stack. HWP Price/Book (mrq) 8.45 Price/Earnings (ttm) 38.09 Price/Sales (ttm) 2.78 EPS 0.75a to 0.80a to 0.85a to 0.97 Jul00 1.03 est for next quarter Rev 10318.0M to 11362.0M to 11673.0M to 12028.0M to 11818.0M Jul00 Chart – tight 10/50/200 but appears to be moving higher IBM Price/Book (mrq) 12.43 Price/Earnings (ttm) 33.80 Price/Sales (ttm) 2.85 EPS 0.90a to 1.12 to 0.83 to 1.06a 1.07E for next q Revs 21905.0M to 21144.0M to 24182.0M to 19348.0M to 21651.0M Jun00 Chart nice 10/50/200 and on a tear MUEI Price/Book (mrq*) 2.89 Price/Earnings (ttm) 43.10 Price/Sales (ttm) 1.00 EPS 0.14 to 0.15 to 0.06 to 0.05a Jun00 0.08E for next q Revs 327.7M to 333.0M to 353.0M to 333.8M to 369.5M Jun00 Chart 10/50/200 and on a move last five days SGI Price/Book (mrq) 1.49 Price/Earnings N/A Price/Sales (ttm) 0.38 EPS (0.37) to (0.01) to (0.03) to (3.27) Jun00 (0.11) is estimated for next q Rev 828.6M to 585.2M to 648.2M to 563.7M to 534.1M Chart flatlined since gapped down on horrible earnings SUNW Price/Book (mrq) 27.98 Price/Earnings (ttm) 117.47 Price/Sales (ttm) 13.82 EPS 0.33a to 0.21 to 0.26a to 0.39 0.26 est next q Rev 3514.6M to 3122.0M to 3553.9M to 4004.7M to 5016.6M Chart 10/50/200 on a tear since June Hmmmm. Not anything strikes me as a value. Seems like I'd be chasing the better plays. Jack

To: Jack Hartmann who wrote (670)	10/27/2000 11:26:33 PM
From: Jack Hartmann	Respond to of 6933

Sector Ratings Hurricane - Setting 2 year highs and above 50/200 day EMA Utilities - Select Sector SPDR (XLU) Health Care Products Index - Morgan Stanley ($RXP) Insurance Index - S&P ($IUX) Pharmaceutical Index - AMEX ($DRG) Hurricane candidates - Below 2 year high and above 50/200 day EMA Dow Jones Utility Average ($UTIL) Consumer Staples - Select Sector SPDR (XLP) Health Care Provider Index - Morgan Stanley ($RXH) S&P Transportation Index ($TRX) Utility Index - Philadelphia ($UTY) Thunder Showers - Below 2 year high and 50 day EMA, but above the 200 day EMA. 50 day EMA above 200 day EMA Mid-Cap Index - AMEX ($MID) Value Line Index - Arithmetic ($VLE) Energy - Select Sector SPDR (XLE) Financial - Select Sector SPDR (XLF) Industrial - Select Sector SPDR (XLI) Bank Index - Philadelphia ($BKX) Biotechnology Index - AMEX ($BTK) Disk Drive Index - AMEX ($DDX) Natural Gas Index - AMEX ($XNG) Oil Index - AMEX ($XOI) Dow Jones REIT Index ($DJR) Broker/Dealer Index - AMEX ($XBD) Tropical Storm - Below 2 year high and above 200/50 day EMA stack none Rain Storm - Below 2 year high and 200 day EMA, but above the 50 day EMA. 200 day EMA above 50 day EMA Chemical Index - CBOE S&P ($CEX) Forest & Paper Products Index - Philadelphia ($FPP) Hazy Breeze - Below 2 year high and 50/200 day EMA, 50 day EMA above the 200 day EMA NYSE Composite Index ($NYA) Dow Jones Industrial Average ($INDU) S&P 500 Large Cap Index ($SPX) S&P 600 Small Cap Index ($SML) Russell 3000 Index ($RUA) Computer Hardware Index - AMEX ($HWI) Dead Calm - Below 2 year high and 50/200 day EMA, 200 day EMA above the 50 day EMA Nasdaq Composite ($COMPQ) Dow Jones Transportation Average ($TRAN) Uptrending Nasdaq 100 Index ($NDX) Wilshire 5000 Index ($WLSH) Basic Industries - Select Sector SPDR (XLB) Maybe a double bottom Energy - Select Sector SPDR (XLE) Technology - Select Sector SPDR (XLK) Consumer Services - Select Sector SPDR (XLV) Airline Index - AMEX ($XAL) Computer Technology Index - AMEX ($XCI) Gold/Silver Index - Philadelphia ($XAU) Internet Index - Philadelphia ($DOT) Networking Index - AMEX ($NWX) Oil Services Index - Philadelphia ($OSX) S&P Retail Index ($RLX) Semiconductor Index - Philadelphia ($SOX) Telecommunications Index - AMEX ($XTC) The ones that became hurricanes next were in the candidates sections with exception of the DRG which jumped a few layers. If this is true Consumer Staples and Transports should make next hurricane. Jack