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To: Ron McKinnon who wrote (24256)	9/12/2000 6:56:52 PM
From: Larry S.	Read Replies (2) \| Respond to of 53068

Ron, without looking at charts, I'd like to comment on the stocks I am familiar with. INTC - 62.50 seems low (then again, you are cheap)- think INTC is going to be one of the strongest big tech winners going forward. I would be comfortable anywhere in the mid to low 60's. CSCO - AVOID - stock has been going nowhere for months now, over-owned, ala LU, and all funds have more CSCO then they want. when the market turns and runs up, CSCO will certainly participate, but not be a leader, IMO> DELL - AVOID - think its hyper-growth phase is over. PCs are now a commodity and they have lost their edge. WCOM - bargain here in 30 range. think due for bouncie to 33-36 shortly. news that they were able to raise rates some is huger psychological statement. remember how AOL zoomed when MSFT announced that they would hold MSN at 21.95/mo. could be same thing. MSFT - load up on it, as long as you have patience. stock dead in the water 64-70, but either they settle or win, and huge rally, or govt prevails and you have 2 great companies. the uncertainty is the negative and msft could easily be dead money for another 1-10 months. NT - getting very skeptical of the valuation of NT, GLW, etc. great companies in premier business, but priced for the max. wouldn't be on the top of my list for adds. YHOO - think 100 is huger support, YHOO has put in double bottom in 100 area here. Think YHOO is one of the top 4 internet companies> (oh, you want to know the others: AOL, EBAY and CMGI) JDSU- see above on NT QCOM- looks like this sucker's gonna turn here. put in great basin bottom, starting to turn up, rallying stronger each time. would look to add SUNW- somehow this sucker keeps running, would be my top big tech adds along with INTC and MSFT, (note uncertainty problem with MSFT) IBM - think range bound, would look to add IBM under 110-112. some huge moves recently in managed care. look at chart of BEV. and remember OO. later. larry

To: Ron McKinnon who wrote (24256)	9/12/2000 10:57:06 PM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 53068

I would agree with Larry on your list with the exception of DELL. Here's why: DELL near a 52 week low. lots of "bad" news already factored in. 2 yr charts shows good support at current levels. the company is expected to report EPS of 0.25 next qrt. vs 0.18 a year ago. that's a 38% increase. YR '01 EPS $0.93 so @ $37 the forward PE ~40 much lower than in the past. any upside surprises on earnings and/or revenue growth will likely move the stock higher. DELL certainly may not be a "hot" mover zooming quickly. I think there is more upside potential vs downside based on fundamentals and the valuation vs others in small sector.