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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (4229)	1/14/2004 11:03:24 AM
From: iod_sherwood	Respond to of 23958

Sure, thanks. A brief overview of some of my YEEHAW picks... for 2004. Will add thoughts as they arise. NSCN I've mentioned before, primarily it's a technical breakout candidate (52wk highs) for an industry leading stock in an important field, network security. This plus momentum and tech stock strength (which I believe will be the stealth winner for 1H/2004). CRGN, for previously stated technical parameters. You can compare pipelines and cash reserves, but end of the day, biotechs are actually very well patterned/technically historically, so good position trading material. I happen to like GSPN a lot, the Intersil WiFi PRISM chip acquisition can be expanded. Company still needs to rectify past cash-flow issues. But again, good technical bounce material. PANL, now cleared 15/16 and headed to challenge 28-30 resistance. Long term charts look good off this recent breakout. OLED's finally being used in many more consumer devices, should be a start of a banner year for them. SVVS - Underrated, while slowly also strengthening their cashflow recently. Resistance points at 2.50, 3.50, 4.00 VIGN - I had DCTM for the EMC buyout, that was a pleasant surprise. Now in the remaining enterprise market, VIGN should become a leader. Strong balance sheet, I belive resis is at 3.80-4s, haven't looked at it for a while. VRSN had a good run, I didn't get back in after riding it initially, but they seem to have been able to evolve their business beyond domains and certificate security and into telecom (via ILUM purchase) so, should see continued strength. That's it. Thanks.