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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: Susan G who wrote (4366)	4/22/2001 8:49:19 AM
From: Doug Robinson	Read Replies (1) \| Respond to of 5732

"Earnings rule!" As a tech funds manager recently said at a dinner in NYC, "I'm looking at excel presentations and not powerpoint presentation for the coming quarters." Big change from 1999! Good luck with your techs. I'm only in one tech stock in a major way. It dominates it's industry, expects excellent growth over the next two years, is under heavy accumulation, beat estimates for the past eight quarters, has seven consecutive quarters of over 100% earnings and revenue improvements, hit it's all time high recently and has a foreword looking PE of 50 and 38 for the coming two years. When the big boys are buying a tech aggressively and it sets new highs in a bear market, you might be looking at the next CSCO, INTC, DELL or SUNW. They all did the same coming out of a bear market during the past decade and ran up many hundreds/thousands of percent in the following years. I'm hoping for the same on this one.