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Strategies & Market Trends : Poorman's - CANSLIM Potential Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Bananawind who wrote (89)	11/15/2000 9:22:32 PM
From: Bruce A. Brotnov	Read Replies (1) \| Respond to of 128

I had sold a little over 9 some time ago and wanted back in under 9, but missed the window. It still has an uphill battle as you saw with KDE with .82 earnings and not moving in spite since the street must think all those revenues from Pokemon overseas isn't real or must be foreign money. Likwise for TOPP the PE of 4 seems to be tossed aside as "not real" since we have declared Pokemon dead this year - this cannot be. I was fortunate to be rewarded for risky buy of MU at 30 a few days ago. I also got AMD at 20, but it sure didn't move today. AVX estimates have been raised but the whole sector needs to start improving. We'll see what happens with AMAT reaction tomorrow. Bruce