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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (91)	10/25/2000 4:39:03 PM
From: Jenna	Respond to of 6445

Watch List for October 25, 2000 Short opportunities: ACXM, RBAK, MMCN, JNPR (CIEN puts looks like it might be a sell tomorrow) JDSU puts 2nd batch, at a lower strike price already, looks like a triple bagger tomorrow. (MMCN Trades at a Premium PE Multiple of 720.6 X, vs. the 28.3 X average multiple at which the Semiconductors SubIndustry is priced) RBAK with a P/E of 4200 "slightly" high. JNPR Trades at a Premium PE Multiple of 605.9 X, vs. the 64.4 X average multiple at which the Networking SubIndustry is priced. <<MCDT>> was a cover after 52 points (too soon!) could be a play to the long side after a good earnings report. 1> IMPH Impath Price = 66 1/2 2> TECH - TECHNE CORP Price= 100.6 3> MENT - MENTOR GRAPHICS CORP Price= 20.3 4> NETE - NETEGRITY INC Price= 70.9 5> LSI - LSI LOGIC CORP Price= 28.5 6> AUDC Audiocodes Ltd Price = 44 3/16 7> EBAY - EBAY INC .INT Price= 54.1 8> INAP Internap Network Svcs Corp Price 17 15/16 9> RNBO Rainbow Technologies Price - 22 13/16 10>AFCI Advanced Fibre Communications Price = 26 3/8 11> GILD Gilead Sciences Price = 85 11/16