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

To: CatLady who wrote (1141)	1/10/2001 8:12:15 AM
From: Jenna	Read Replies (1) \| Respond to of 6445

ITWO/ARBA/CMRC have limited upside to '01 eps ests says SBSH (Amazing Stories)

To: CatLady who wrote (1141)	1/10/2001 12:15:33 PM
From: Dave Gore	Respond to of 6445

Catlady, I am hoping people will stop getting so excited about stocks like RBAK, at least until its PE becomes reasonable and start to focus on the KEM's (PE 6 on TTM) or LRCX's (PE 10) or SNDK (PE was 6-7 a couple days ago!) or even fast-growing ELNT when its PE was around 20 when trading at $19-20 a short time ago. AMAT (PE 18) is also a good one and was a lot cheaper a couple weeks ago. Again, I am not necessarily recommending these right now, but you get the point. Focusing on stocks that are way down from highs is not probably going to be enough forever. For now, though, I admit that for those that can watch their screen every minute, it probably makes no sense fighting the BEAS or CHKP that drop and bounce with ease, depending on how the overall market is doing. I just don't think that will last forever. For those more conservative folks or those that cannot watch their screens every minute, I sure prefer the solid, low PE companies that are well off their highs with good growth prospects going forward. I am hoping the new money starts to flock to these areas. Hey, you Analysts and Fund Managers that got so burned last year betting on the extremely overpriced high flyers - LISTEN UP!