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

To: Kevin Clarke who wrote (20789)	5/8/2001 9:37:26 AM
From: Dave Gore	Read Replies (2) \| Respond to of 37746

Thanks, Kevin, I am back today...I like ADCT on the news and its low price. This is a longer term pick. GLW is also being highlighted by Briefing.com and is one I feel is a relatively smart pick for the longer term, especially with its current and forward PE (estimated at 20-24) versus CSCO's 65-ish. I think EXDS could be a good pick too. Many stocks have run up like my EMLX (12 to 45) from lows around April 4-5. But others have not. That said I wouldn't go too crazy yet, but would average in, since some companies are reporting cap ex money is breaking free, while others are not. There is also price competition going on as we speak. PS-- I also like ORCL longer term, but the news and outlook is apparently still somewhat negative this morning so it may be a few weeks away.