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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 (117308)	11/25/2000 3:25:55 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

Recovery can be mixed. No one is certain that if and when there is a recovery it would necessarily be in the nasdaq issues. You don't have have a bullish or bearish outlook on the entire market. You can be bullish on the S&P and bearish on any long/intermediate range rally in the nasdaq. You can be short the the Nasdaq Index or particular stocks that are still looking mighty unattractive or short indexes in the nasdaq while going long indexes and/or stocks in the S&P etc. This 'rally' will not be down the line. All technology stocks are not created equal, nor will they rally equally. We should still keep a watchful eye on the those that will not have staying power and more than likely offer short opportunities in the days and weeks to come.

To: Jenna who wrote (117308)	11/25/2000 3:49:26 PM
From: livn-let-buy	Read Replies (1) \| Respond to of 120523

Jenna, Happy Birthday! Random thoughts on going long next week. Taking a break from putting out our Christmas lights. -SRNA, RATL, ACTU all oversold software companies that can move big intraday and are in the 30's. -I'm very cautious when trading 'em, remembering what happened to RMDY, MGIC, PRGS and others. -Favorite 'bargains" in semi/semi equip PSEM, MKSI. -CPN should offer some good trading opportunities. -Love ADI, the big boys should start to nibble on any NASDQ rally. Stellar earning report. -Oversold SFA, should bounce from here when people realize AT&T a small part of their business. -Watching the setup for CHCS as an earnings play on Weds. before the bell. Went long Friday! And as for cheapies..NURM, and SLNK. NURM has gotten the Salsa deal out of the way and should move back to the mid teens. SLNK had a great report and has moved back onto people's screens. Looking forward to the week, thanks the Kevin and Dave for keeeping the board lively on slow days. llb