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

To: Smart_Money who wrote (787)	1/7/2001 3:54:29 PM
From: Jenna	Respond to of 6445

I expect some further weakness in A (Agilent)also and TXN. So far all we see is a creeping paralysis in the sector and looks like short term gains will reverse. Downside is unlimited and I haven't seen the impetus for any upside and short term gains look to fizzle. <<Telecom stocks fumbled, driving Merrill Lynch's Telecom Holdrs (TTH: news, msgs) down 4.0 percent after eight straight sessions of gains. AT&T and WorldCom, which have seen nifty advances in recent sessions, lost 3.9 percent and 5.1 percent, respectively.<<

To: Smart_Money who wrote (787)	1/7/2001 4:04:50 PM
From: iod_sherwood	Read Replies (1) \| Respond to of 6445

re:GLW Funny how they missed the revenue number.. generally these fiber companies have been kicking major butt in that area... looks like a slowdown to me.... lotsa good spin coming this week. Never been on to play the turf wars with any SI thread host... but back to those piggies.. my list off my site includes: Here's a list of still very frothy stocks -> CHKP AMCC BRCD JNPR EMLX AETH VRTS BEAS MUSE NETE NTIQ CIEN MERQ WEBM. Notice how ITWO/ARBA/EPNY have sold down hard, makes you wonder how long BEAS MERQ and the others can last at current levels. BTK finally gave way, maybe revisit 450... possibly 400? Big recent losers includ MYGN VRTX, CVTX dumped hardest obviously this Friday. Few late fallers could include: CERS SEPR PDLI During discussions, fellow icon trader Kruz gave me a quick simple avg summary of QQQ component fundamentals: [16:35] <Kruzaway> 26 of the 100 QQQ stocks have no P/E. the remaining 74 had and avg P/E of 79.7 as of 12/27/2000. Cheers. geocities.com