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To: Boplicity who wrote (9942)2/9/2001 9:26:52 AM
From: allen menglin chen  Read Replies (1) | Respond to of 13572
 
Morning Greg. I'm preparing my shopping list too.
Top 10 IBD ranking (EPS + RS, 99 +99 = 198 as the best stock) among the NAZ 100 stocks
CHKP 189, FLEX 179, CMVT 173, TLAB 169, SANYY 158, NSANY 158, AMCC 156

I'm trying to pick 5 among them.

I think CRA, EMC, NTAP looks good.

SEBL still has a huge PE



To: Boplicity who wrote (9942)2/9/2001 12:04:01 PM
From: Anthony Clement  Respond to of 13572
 
Hi Greg

Two stocks I can think of that raised estimates for 2001 are both fibre optic companies, NUFO [I believe beat by 5cents] and DIGL [beat by 14 cents].

English Karen



To: Boplicity who wrote (9942)2/9/2001 12:28:42 PM
From: DOUG H  Respond to of 13572
 
Re; List. I added to this today MF and OBV show money moving back in.
askresearch.com

www2.marketwatch.com{EAB310CF-25F1-4621-9C8E-755B36048C46}



To: Boplicity who wrote (9942)2/9/2001 1:30:35 PM
From: MasonS  Respond to of 13572
 
My first pick CHKP is already on your list...I would also add EXTR.

Mason



To: Boplicity who wrote (9942)2/9/2001 1:38:09 PM
From: seahorse  Read Replies (1) | Respond to of 13572
 
Greg,

I noticed you didn't have QCOM on your list. Is that because they haven't been beaten down lately? What are your thoughts on the mighty Q?

seahorse



To: Boplicity who wrote (9942)2/9/2001 4:13:15 PM
From: mishedlo  Read Replies (3) | Respond to of 13572
 
EMLX CRA CREE RMBS SSTI AVNX (not seen earnings yet) NTAP BRCD JNPR

strongly disagree with EMC

It really depends on how far they fall and what there PE and growth is expected to be at the time

As much as I joke about JNPR, I like its product but not anywhere close to this price. CREE seems to be basing already and for now is holding quite strong at 30.

I have no clue how to evaluate GMST but from the 30's it should do ok.

M