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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (4532)	1/4/1998 2:30:00 PM
From: Jeff Jordan	Respond to of 120523

Jenna, I have to admit, if you have only been trading as your profile admits only a few years, you are truly amazing. Your current understanding of the market is exceptional. I have been burned in oil stocks before starting w/ T. Boon Pickens and Mesa, and XCL, well, it amounts to timing because I could have made out on both. I vowed to stay away from oil. I'm good/lucky in Techs. either way your philosophy is very sound, I'm surprised your returns are only 30% You did not comment on ESV, I have worked for owners of drilling companies while I lived in Dallas, they seem to be washed in cash. My view is there is a shortage of drilling rigs in the gulf. supply/demand margins must rise for a few companies at this current opportunity (DO,ESV) My current long positions are: INTC, ASND, RMBS,QWST,QCOM,TDFX,SYSF, AMZN(short) contemplating: IRIDF, GSTRF,LSI,CYMI I'm alittle worried about a market correction between Feb-June because of Asian crisis. Jeff