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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (21507)	10/21/2000 6:36:42 PM
From: Sergio H	Read Replies (3) \| Respond to of 29382

Ola Ken. WDC money flow this prior week was neutral accompanied by low volume, turning slightly positive on Friday. WDC reports Thurs. As you know, I'm bullish on the stock based on large block activity as well as the turnaround in the sector. Looking over computer peripheral companies that have already reported, 56% have beaten estimates and 17% have matched estimates. Overall, the companies that have already reported have improved earnings over the comparable quarter last year by almost 65%. Here's the stats: Ticker Company Report Date vs. Prior Q3 SSTI SILICON STORAGE TECHNOLO 10/12/00 3,600.0% BRCD BROCADE COMMUNICATIONS S 08/16/00 1,500.0% OVRL OVERLAND DATA INC 600.0% IOM IOMEGA CORP 10/12/00 450.0% SEG SEAGATE TECHNOLOGY 10/10/00 271.4% NMSS NATURAL MICROSYSTEMS COR 10/12/00 266.7% SNDK SANDISK CORP 250.0% EMLX EMULEX CORP 153.8% NTAP NETWORK APPLIANCE CORP. 08/14/00 125.0% ELON ECHELON CORP 10/12/00 100.0% CHP C&D TECHNOLOGIES INC 08/22/00 81.5% VRTS VERITAS SOFTWARE CORP 10/12/00 77.8% KMAG KOMAG INC 72.9% MUEI MICRON ELECTRONICS INC 09/26/00 71.4% DRAM DATARAM CORPORATION 08/10/00 70.6% RSYS RADISYS CORP 57.7% EXBT EXABYTE CORP 10/16/00 50.7% EMC EMC CORP 10/18/00 42.9% QLGC QLOGIC CORP 41.2% LINK INTERLINK ELECTRONICS 10/16/00 40.0% TFS THREE FIVE SYSTEMS INC 10/11/00 35.7% MDEA MEDIA 100 INC 09/27/00 22.2% DAKT DAKTRONICS INC 08/31/00 21.1% DRXR DREXLER TECHNOLOGY CORP. 10/17/00 14.3% SBSE SBS TECHNOLOGIES INC 10/17/00 8.0% FLEX FLEXTRONICS INTL LTD 4.5% MRCY MERCURY COMPUTER SYSTEMS -18.4% ADIC ADVANCED DIGITAL INFORMA 08/17/00 -18.2% NSO NSTOR TECHNOLOGIES INC -20.0% ZOMX ZOMAX INC -27.3% ADPT ADAPTEC INC -31.1% IVAC INTEVAC INC -38.1% FSCX FASTCOMM COMMUNICATIONS 09/13/00 -40.0% SCMM SCM MICROSYSTEMS INC -53.8% INTZ INTRUSION.COM INC -77.8% GRB GERBER SCIENTIFIC INC 08/17/00 -97.1% ATYT ATI TECHNOLOGIES INC 10/05/00 -133.3% DATC DATATEC SYSTEMS INC 09/06/00 -200.0% ECCS ECCS INC 10/18/00 -366.7% Totals: + 63.9% Computer peripheral stocks that haven't yet reported that are expected to improve over vastly from last year's bottom number include: Ticker Company Report Date EST. vs. Prior Q3 PLNR PLANAR SYSTEMS INC. 11/01/00 1,150.0% FLSH M SYS FLASH DISK PIONEER 10/19/00 1,000.0% FEIC FEI COMPANY 10/24/00 500.0% SCIX SCITEX CORP LTD 10/25/00 166.7% PWER POWER ONE INC 10/25/00 162.5% SMDK SMARTDISK CORP 11/01/00 120.0% BRKT BROOKTROUT INC 10/20/00 117.6% ADTK ADEPT TECHNOLOGY INC 10/25/00 106.7% INGR INTERGRAPH CORP 10/24/00 95.6% FRTL FORTEL INC 10/25/00 91.7% MXTR MAXTOR CORP 10/25/00 82.4% WDC WESTERN DIGITAL CORP 10/26/00 75.8% RDRT READ-RITE CORP 11/01/00 73.3% HDD QUANTUM CORP 10/24/00 71.2% CRAY CRAY INC 10/26/00 68.8% TLXN TELXON CORP 10/21/00 63.3% PIXT PIXTECH INC 10/26/00 62.5% CDWC CDW COMPUTER CENTERS INC 10/23/00 51.7% SCUR SECURE COMPUTING CORP 10/19/00 47.4% INPM INPRIMIS INC 10/20/00 42.2% Any look good Ken? Besides WDC <ggg> Sergio