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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3290)	3/1/2002 10:05:25 AM
From: Dave Gore	Respond to of 16631

OTHER TECH STOCKS TO WATCH ----- BEAS (near support and recent alliances with Intel and also SUNW and not overvalued anymore. PE is about 40 for year ending 1/2003 and 25-30 after that with great chance for upside, imho with recent alliances. Also CRUS, upgraded guidance a bit after strong report by ESST on good DVD player sales. Down from $20+ GSPN and CNXT (two that are way down and will benefit from the telecom passage bill by Congress that will speed up deployment of broadband cable and DSL) RFMD is a great company that should do well. Remember even the inferior company TQNT upgraded guidance some 15-35% so RFMD is a good buy at these levels. All are my opinion, do your own DD.