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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 (117439)	11/28/2000 3:03:16 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

BRCD, BRCM, CIEN.. nice shorts. IWOV died. JNPR still has P/E of 305, BRCD 298 P/E, SEBL 180 P/E BEAS 244, ADBE after this downswing now has a P/E of 30.4 which makes it trading at a discount to earnings (sector earnings P/E is 43) Cash flow for IWOV is ($-904 x earnings) earnings growth is at $(-50.0%), might not be enough to sustain this price at 70 or even at 58 3/4. TIBX still has P/E at 245 also overpriced. But do your own DD and check all this out. All facts are available for free on the internet. We haven't 'disclosed' anything, no expose here, no interviewing managers.. just look at Edgar's reports and Smart Money, Intuit's, and Bloomberg's analysis of valuations, Money Flow, Earnings Outlooks etc. In our watch list from November 22 we said "Valuations can no longer be divorced from Earnings" for ITWO and others. I would Hold PVTL short. Retailers, Financials could be more short bait tomorrow trouble with Chase Manhattan Bank (look to JPM puts) and Retiailers sales report on November 30.. besides that downgrade on ANN and horrendous slide of CHCS and general downside in that sector with a coming report of soft sales (sales are fine if you don't look at the discounts prices are offering)

To: Jenna who wrote (117439)	11/28/2000 3:21:59 PM
From: Dave Gore	Read Replies (1) \| Respond to of 120523

Re-reversal? Market making a little run. Let's see if it continues. Long trades mildly green from buy point. Also bought ARBA @ 61-3/8. Watching closely though.