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

To: Smiling Bob who wrote (531)	1/4/2001 12:23:30 PM
From: Dave Gore	Read Replies (1) \| Respond to of 6445

ESIO near highs of day, ADPT new highs of day; GLW block buying coming in last few minutes, wanting to buy more KEM on dips if I can. ADPT now up from where recommended on this thread a few days ago (from $9 to 12.50). Look at ADPT's chart for the last 5-6 trading days. Amazing, huh? But maybe not since it is down from $60-something. Sometimes we look at quality companies and call them POS's mostly because their stocks have dropped dramatically and far too much. ADPT fell too much based on PE and still decent revenues and earnings, even if they are in a (likely temporary) downturn. I think William O'Neill would love this stock here. It's the low or reasonable PE stocks, folks! That's where I will keep investing now most. Nothing wrong with some momentum swingers that have questionable fundamentals, but it ain't the best place to be (at least for awhile, imho.. Investors want surer bets. Another example: EXDS is not doing that well today. Why? You know I love EXDS and I think it will do really well, but for now it is not profitable (because plugging potential profits back into continued infrastrucutrue buildup) and I think it is not a favorite right now even because of lack of profits. It is the clear leader in a fantastic growth sector, WebHosting, that Gartner and Forrester Research predict will grow to $20B by 2003, huge increase from present levels of around $4-5B. But investors like stocks right now that they can put a PE and PEG on and definitely see as undervalued or overvalued.