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

To: Jenna who wrote (4738)	2/15/2001 2:32:52 PM
From: Jenna	Respond to of 6445

CCMP 138 mutual funds picked up CCMP this year. It is the #2 hottest pick, with MONE, and MTON two other earnings plays ranking among the top 10 mutual fund choices this year. (JNPR, PMCS, BRCM were not on the list, anywhere) CCMP, CMVT and DPMI chosen as our 'favorite swing trades' for February just Monday, it was on the watch list 4 times, and DPMI we didn't even see the IBD which ranked CCMP and DPMI among the hottest buys for institutions this month. marketgems.com. These are our "PMCS and JNPR".s the real strength of the techs. CMVT mentioned yesterday as well as our next choice today CMVT gets 2 upgrades to STRONG BUY.. there are still some fabulous tech stocks out there, but if traders can look past JNPR, BRCM and PMCS they will scratch the surface a bit and find them.

To: Jenna who wrote (4738)	2/15/2001 8:38:12 PM
From: Jenna	Respond to of 6445

The p/e police are out to get you! Notice Gemmers how once the companies warn, across sectors, those that probably have no clue what a p/e is are all mavens and scorn every sector irregardless if the top line growth is there or not. When the large p/e blimps like CIEN move up everyone comes out of the woodwork to buy everything in site. So which is it? Are p/e levels of 329 like CIEN allowed because CIEN has diplomatic immunity? or is simply that the tech p/e's are so ridiculous that any effort to compare them across sectors fails miserably. Today was fun, it was like topsy turvy day in camp. The bank vault was opened this morning and we stocked up. Its ironic that after 5 months of regulars on this thread blasting high p/e growth techs, everyone and anyone now (even the cleaning crew) are 'mavens' and asking each other "But does your stock have a high p/e"? You can hear it from the construction sites, locker rooms,supermarket queues, bowling alleys, the talk is all about p/e's.. Yet today the market soared because one of the biggest blimps of all sporting a very high p/e... was hosting a party and EVERYONE was invited. Is hating p/e's now a fad? Or do we like high p/e's because soon BEAS, BRCD are going to report and we are likely or get the free passes to all you can carry out of the bank vault again next week........or are we?