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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (9528)3/13/2001 12:53:41 PM
From: Jerome  Respond to of 10921
 
Strong Earnings..... etc....

I posted those two companies VSH and KEM because in spite of the slowdown that other companies are warning of, these companies still expect good top line growth or least in KEM's view flat to modest growth. With PE's about 6 or less, and solid earnings for the next few quarters these seem to be good bets for a quick recovery. They are at the start of the technology food chain because they are commodity suppliers to all the other specialized industries.

If You have ideas of other companies that fit this pattern post'em.

Regards, Jerome



To: Proud_Infidel who wrote (9528)3/13/2001 1:06:53 PM
From: Jerome  Respond to of 10921
 
being partial to companies with strong earnings. ..... Isn't everybody:-)

I think not. We are in the mess we are in (sinking Nasdaq) because the prices of companies with little or no earnings got run up excessively.

Jerome


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