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Strategies & Market Trends : Undervalued Stocks = Low P/E to Growth Ratios -- Ignore unavailable to you. Want to Upgrade?

To: BoNg-N-BoNg who wrote (278)11/14/1997 2:15:00 PM
From: Vol  Read Replies (2) | Respond to of 297
 
BB,

Good list. I bought QNTM on the way down, it's now back up to my cost basis. Many tech's are bargains now. good idea might be to leg in with 1/2 now and the other half within the next few weeks in case the market goes lower. Already got INTC, too. SEM's are pretty darn afftractive as are some dd's.

Others: CPQ, and a long shot - PERI.

What's the word on OXHP? They got pounded and I seem to recall some shady book keeping. What is your upside target on them and by when?

Vol



To: BoNg-N-BoNg who wrote (278)11/17/1997 10:55:00 AM
From: Mitch Vine  Read Replies (1) | Respond to of 297
 
I would be careful about APM. Their fundamentals look good because of a great quarter or two, but they have been exploiting their strength in old disk drive head technology and may be about to fall off the edge of a cliff as newer technologies (MR heads) are coming on fast.


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