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

To: puborectalis who wrote (5779)	3/4/2001 3:26:22 PM
From: puborectalis	Read Replies (2) \| Respond to of 6445

Paul Meeks of Merrill Lynch Game Plan SFA Analyst meeting Thursday Digital set top boxes seeing good demand Cable TV industry looking at the next catalyst for growth Up 42 percent in 3 months Might buy it if the timing is right Interested in it for the long term Valuation looks right Would love for the company just to say they will meet the numbers VRTS Mid quarter update on Monday Software selloff Slowdown worse than expected Entering new geographic markets Stock is down 55 percent in 6 months They have been guiding to 40 to 50 percent revenue He thinks they might lower the guidance to the lower end, but it is still a great range Would not buy before the meeting, but hold it When the US economy shows subtle signs of improvement, then stocks like these have a chance for improvement Retail Earnings On Tuesday - BJ, OMX, SPLS and TGT report On Wednesday - LE, TOY and MIKE report On Thursday - COST and ANN report Interested in retail as a tech manager because of personal computer sales and electronics If retail improves, tech components will see more demand Paul's Play of the Week CLS Still likes last week's pick ATML Short this stock Next week's Morgan Stanley Semiconductor & Systems conference will bring bad news for the entire industry