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

To: Paul Moerman who wrote (5674)	3/1/2001 11:00:12 PM
From: Dave Gore	Respond to of 6445

Paul, I think the real key to find companies that won't go down much more. How can we best do that? By combining a low PE and PEG and a company who VERY recently said the visibility and outlook was pretty good. That's no small effort, especially when things can seemingly change so rapidly. But it narrows the odds. The interesting thing about what Ellison said today was that top management was temporarily holding back to see how the economy was going. So let's put those companies at the top of the list that have services or products that cuts costs for their clients o rhelp them better compete. The ECS companies like FLEX, SANM, SLR come to mind. Possibly CNRC, ARBA, BEAS and others. Businesses can't stop spending forever. Then find some compelling interest sensitive stocks that are most undervalued right now. This is where we tech freaks really need to think and work together. FNM and certain bank plays could do well soon. What else? PS - ORCL is already 16-17 in afterhours.