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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 (5559)	3/1/2001 12:39:24 PM
From: Dave Gore	Read Replies (1) \| Respond to of 6445

Just a quickie note.... I loved ARTG again this morning, bought at 22+, also CIEN and VRTS still good ones (positive today) and been looking to play AMCC (as it has been positive today). If the Market turns higher (and that is an "if"), it looks like a good one. JDSU positive today too but likke AMCC on the long side better on a rally. Still like FLEX and ARBA but not relatively strong today. FLEX hosting a mid-qtr update later and probably some are understandably worried). Watching many others carefully, including the SOX index. TQNT is strong today and ATML could rally in the near future but need the SOX to take off. On the negative side, if the Market does not rally at 2-2:30, some of the strong stocks might break and we could go significantly lower. Traders are starting to get a little impatient on the long side as I speak. Watching.... If we hold on the NQ's above 1864 or os we will make 3 higher lows on the 10 minute. RIght now the VIX is the best catalyst for a rally.