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

To: Dave Gore who wrote (5660)	3/1/2001 10:12:59 PM
From: John NY	Read Replies (1) \| Respond to of 6445

we are approaching a year from naz 5000, does anyone think this is significant?

To: Dave Gore who wrote (5660)	3/1/2001 10:46:17 PM
From: Paul Moerman	Read Replies (1) \| Respond to of 6445

Dave and thread, like many I suspect, I've been culling my portfolio to those companies with attractive PE's that sell below their growth rates. A few of my current favorites are AVX, GLW, IDTI, SSTI, and TFS. I also own ADBE, QLGC, SNDK and VSH which are attractive. I've been having fun trading DNA and especially HGSI, nice and volatile both! <g> I've also been paying attention recently to most recent 3-5 quarters' revenue and earnings surprises, which are available on marketguide.com as well as other places. I'd be interested in your thoughts on any of the above. I'm willing to hold all of them long term, but I also enjoy scalping when given quick opportunities. Trading costs are low with brownco.com. Unfortunately, I have the occasional ORCL and TXN that averaging down upon hasn't been very profitable of late. I'm going to add to ORCL if they trash it too much tomorrow, such as 16-17 area. Paul

To: Dave Gore who wrote (5660)	3/2/2001 12:05:05 AM
From: small_brain	Read Replies (1) \| Respond to of 6445

SANM.. Sanmina Corp. (SANM: news, msgs, alerts) warned investors that revenue for the second-quarter will be between $1.23 billion and $1.28 billion, as a result of a "challenging revenue environment." Analysts currently expect revenue of about $1.41 billion for the second quarter. However, the company reaffirmed it expects earnings of 34 cents to 35 cents a share for the second quarter of fiscal 2001 and earnings of $1.37 to $1.42 for fiscal 2001, which is in line with Wall Street expectations. Analysts currently expect a second-quarter profit of 35 cents and full-year earnings of $1.41 a share. The shares closed down $1.06 at $28.75.