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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (1930)10/12/2000 5:58:43 PM
From: Jorj X Mckie  Respond to of 2850
 
Tim, I agree. Just want to get a starting point and then go through and eliminate some and then rank the others.



To: Logain Ablar who wrote (1930)10/13/2000 7:31:39 AM
From: wlheatmoon  Read Replies (2) | Respond to of 2850
 
tim/tom,

i'll work on the biotech/genomics.

i've added quite a few to that sector. i'll break them down into first tiers, second tiers, and specuation group.

mike

**Fiber Optic Components:
GLW, JDSU, MRVC, NUFO, STLW, FNSR

**Fixed Wireless
CAMP

**Mobile Wireless
QCOM, nok, INKT

**Network Infrastructure
CSCO, JNPR, CHKP, RBAK, INKT, EFNT, SCMR, NT

**Storage
EMC, NTAP

**SAN/FC
BRCD, QLGC, EMLX

**Flash Memory
SNDK, SSTI

**Semiconductors
-Network Infrastructure/Optical
PMCS, BRCM, AMCC, LSI

-Wireless
RFMD, AHAA, TQNT, ANAD, VTSS

-General
ALTR, XLNX, ADI, TXN

**Semi Equipment
KLAC, AMAT, NVLS

**Software
ORCL, WIND

-B2B
CMRC, ARBA, ITWO,

-B2Bi
WEBM, TIBX, BEAS, VITR, SEBL

-Security
ENTU, RSAS, VRSN

**Biotech/Genomics
PEB, MLNM, HGSI, AFFX, IMNX, AMGN, DNA, BGEN, AVIR, ELN, CLTX, TGEN, NMPS, HYSQ, INCY

**Precious Metals
NEM, ABX, GOLD, AU, SWC, PAAS <g>

(I am just cut-n-pasting additions as I think of them, John, Mike, Tim, please feel free to
do the same. Add categories or refine categories as you see fit).



To: Logain Ablar who wrote (1930)10/17/2000 4:59:17 PM
From: wlheatmoon  Read Replies (1) | Respond to of 2850
 
tim,

i saw you mention NAT. i know you've talked about it before.

is it really giving 19% dividend? if so, why? something wrong?

thanks.

mike