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Technology Stocks : PALM - The rebirth of Palm Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TechieGuy-alt who wrote (4065)	3/7/2001 4:12:19 PM
From: Mang Cheng	Respond to of 6784

"Fourteen to Own" from "Unterberg's picks" Mar , 7 , 2001 , 00:00 : We asked our analysts one simple question: Which one or two of your recommendations should rebound first in an economic recovery? The answers are listed below. Some of these issues are selling at the lowest valuations within their industry group. Others have the best earnings visibility. Still others have businesses that, in our analysts’ opinion, should respond first to the stimuli of lower interest rates, rebounding consumer sentiment and/or a recovery in the industrial economy. With a consensus forming that the first signs of recovery will become visible toward the end of the third quarter of 2001, these stocks should now be close to their troughs, selling at prices that discount worst-case earnings in this economic slowdown. The common thread: At today’s prices, these are our 14 best ideas, drawn from a universe of more than 120 issues. Our advice: Buy them today and build positions aggressively on any further weakness. Company Ticker Rating Analyst 3/6/01 Closing Price Applied Micro Circuits* AMCC S-Buy Karl Motey 31 1/16 Comverse Technology* CMVT Buy Herb Tinger 77 5/16 Hughes Electronics GMH S-Buy William Kidd 22.90 I2 Technologies* ITWO Buy Catherine Moore 23 1/8 Juniper Networks* JNPR S-Buy Martin Pyykkonen 64 11/16 McData Corp.* MCDTA S-Buy Jim Poyner 18 1/4 Micromuse* MUSE S-Buy Paul Rodriguez 42 3/16 National Instruments* NATI S-Buy Catherine Moore 44 3/16 Network Appliances* NTAP S-Buy Jim Poyner 29 5/16 New Focus* NUFO S-Buy Jane Dragone 18 15/16 Palm, Inc.* PALM Buy Jason Tsai 19 9/16 TMP Worldwide* TMPW S-Buy Jesse Pichel 51 7/16 Vitesse Semiconductor+ VTSS Buy Karl Motey 43 5/8 XM Satellite Radio+ XMSR S-Buy William Kidd 9 1/8 unterberg.com Mang