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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: pooh who wrote (114497)	10/3/2000 1:50:55 PM
From: Dave Gore	Read Replies (1) \| Respond to of 120523

Thanks, Pooh, I am still a bit defensive and feel best with the low PE/fundamentally undervalued stocks like LRCX, ASYT, etc. but still like ONNN and BVSN because they have been beaten down so much. Plus they both expect to meet or exceed consensus revs/earnings from what their I/R depts. have told me. I'll likely get into the "high flyers" like EMC, JDSU, etc. if/when we get through the earnings season okay. I have a slight worry about the high valuations some of her stocks have, but hey, who can argue with her record!