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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (17703)	4/21/2001 7:12:09 AM
From: puborectalis	Read Replies (2) \| Respond to of 37746

David Brady, Stein Roe Funds The techs have looked strong of late. Inventories at the major companies (AAPL, IBM) have begun to correct themselves. This is great for the esteem surrounding the tech sector. The Fed seems like it's on the side of investors. The tech inventory correction is starting to come through. All the big players are getting increased demand now. All this plays into a rebound for tech. DELL, INTC have also had encouraging news regarding demand. Brady took phone calls. On CSCO: Keep it, if you have it. They've cleared the decks for the future. They're one of the best tech companies out there. They're aggressive, and have great management and sales. Hold onto them, you'll profit from it. On BEAS: Brady said he really loves this company. Their products are used for web-based applications. It's very well managed, has great growth. The valuation is a bit rich right now. This stock isn't too great of a short-term play. Long-term, however, it's great. On SUNW: A great company, whose products we will need to make the web function. Things in the short-term are looking very bad for SUNW, but in the long-term, things look nice. On AMD: AMD is a very good company. They're moving in on INTC's turf, and are actually becoming better at manufacturing and marketing. Pretty soon, they'll be a real competitor. This stock is a great play for the long-term. On VRTS: Storage software company that is growing rapidly. They're a good play for both short and long term. The demand for companies like this is growing very rapidly. On RIMM: Very volatile stock. This is a company to be careful with. Brady would invest for the short-term.