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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: Dave Gore who wrote (117896)	12/4/2000 9:30:45 AM
From: Lane Hall-Witt	Respond to of 120523

Dave, LOL! Yes, I let insanity overcome me briefly and actually managed to pull the plug on the two magic boxes (TV, PC) and live a little. MOT is going to be a great buy one of these days. I don't know when or where that'll be -- at 15 or 20 or??? The story is really messy right now because there are doubts about the semi and consumer-wireless spaces, but this is probably the time to buy if you believe in the longer-term outlook for those markets. MOT is aggressively addressing execution issues (margins in the handset space, e.g.) and, unlike LU, at least is aware that it can't fall too far behind the curve if it hopes to remain competitive. I'm extremely cautious on the market today, although good news from the CSCO meeting could create enthusiasm. If I recall correctly, XLNX should be pre-announcing after the market closes tonight, so I imagine that will put a pall over things for the time being. G'day--.