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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (37503)	7/7/2002 5:37:30 PM
From: j g cordes	Respond to of 68217

Best picks from three.. "BERMAN: My six-month pick would be Micron Technology [NYSE: MU]. The stock is unreasonably cheap compared to Intel. And it's as cheap as it's ever tended to get relative to book value. It's a proxy for the DRAM industry, and the only time in recent history when the market was valuing the DRAM industry for less than it is today, was in the fall of 1998 when things were just extraordinarily depressed. My 12-month pick is Ciena [Nasdaq: CIEN]. Within a year, the communications spending landscape and communications equipment stocks will be on better footing. I pick Ciena in part because they were one of the last to fall apart, and the spending that carriers are most loath to cut tends to recover first. If you believe that we're really moving from circuit-switched to packet-switched telecom networks over time, Ciena is the only incumbent vendor that is a pure play on the new architecture. COBURN: For six months, I like gaming software maker Activision [Nasdaq: ATVI]. In the first quarter, they blew through their revenue numbers and brought a disproportionate amount of that to the bottom line. Ultimately, Activision is going to run through its product cycle, but I think you have a six- to nine-month window before that happens. Over the next 12 months, we're going to see the beginning of a resurgence in spending in the enterprise. A good play on that would be TietoEnator [Helsinki: TIE1V], the largest IT-services company in the Nordic region and a supplier of value-added IT services to vertical industry segments like the public sector, finance, and telecom. It's had excellent management and business model execution through the downturn thus far. Arnie Berman is a managing director and technology strategist at the SoundView Technology Group and is chairman of the firm's stock selection committee. Pip Coburn is the global technology strategist with UBS Warburg and author of the "Weekly Global Tech Journey."

To: j g cordes who wrote (37503)	7/8/2002 2:43:39 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68217

>>.. thus many recent buyers would find themselves under >>financed having paid too much for a depreciating asset. It may happen sooner than most think. A large portion of the baby boomers turn 55 in 2007. Given their increasing active life style and the fact that many got burned by the stock markets, many might be downsiding into condos in order to unlook the equity. It is important to remember that the Gen X group is quite a bit smaller demographically. As a result, it may be a buyers market with more sellers than buyers.

To: j g cordes who wrote (37503)	7/8/2002 6:53:46 PM
From: Johnny Canuck	Read Replies (4) \| Respond to of 68217

It looks like there is a rumor again that Silicon Investor will disappear soon since INSP ,the stock, is not doing too well. We have heard that a lot over the last few months. On the chance that SI actually does disappear, is there any interest in keeping this thread alive on another site? Given the light traffic and my own increasing lack of time, we may want to fade to black. If there is interest, use this EMAIL address to coordinate the move if SI disappears without notice: hlew@lynx.bc.ca