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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: Jenna who wrote (115363)	10/17/2000 2:42:59 PM
From: Probart	Respond to of 120523

Trading tip. Buy when SI chat is deadly quiet, sell when it is all chatty and loud. Probart

To: Jenna who wrote (115363)	10/17/2000 3:58:12 PM
From: Dave Gore	Respond to of 120523

Jenna, agree on MSFT calls but buying the more conservative Nov55's. Playing others too. This is the perfect time to speculate on a few options with earnings and near-capitulation going on. At least we all HOPE that we are nearing a real bottom. ASYT and LRCX calls are my biggest bets over the next 30-60 days. I am betting they will come back. The market seems to overreact on both extremes. November should be the return of sanity. Hopefully IBM, MSFT, and INTC conf. calls will reassure this week. Of course ASYT announces this week too. Alos taking a small gamble on MACR puts in view of AAPL's weakness and BMY calls since biotech is being considered a safe haven, if you can believe that. BMY has earnings coming out too this week.

To: Jenna who wrote (115363)	10/17/2000 4:50:26 PM
From: Dave Gore	Read Replies (1) \| Respond to of 120523

Strong earnings from INTC after the bell could drive chip stocks higher. Let's hope. IBM earnings met consensus but a little light on Revs. Intel beat revised estimates of 38 cents/share and actually met initial consensus of 41 cents before they warned about 4 weeks ago. They were apparently also at the high end of Rev estimates at $8.7 B Announced a sequential increase in rev of 4-8% for the current quarter (wide range), according to CNBC. We'll see, hopefully nothing will spook analysts during the Conf. call going on now.