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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: LastShadow who wrote (8926)	5/2/1998 9:24:00 PM
From: Dave Shares	Read Replies (1) \| Respond to of 120523

Watch List for Week of May 4th (another damn list) AMSY 28 7/8 CBRYA 17 1/16 CHRX 18 1/4 GY 30 7/16 MHK 32 VOX 7 5/16 I have also posted on another thread two lower priced stocks, SLCM and WAST. SLCM has good fundamentals, and I will buy on a dip that takes it to 2 5/8 or below. WAST has questionable fundamentals, but looks like an ascending triangle. It has support at 2 3/16 and resistance at 2 17/32. Sue Slaine told me that a buy stop at 2 9/16 would be advisable, which seems reasonable (she also said to set a sell stop at 2 3/8 if it retreats). David

To: LastShadow who wrote (8926)	5/2/1998 9:41:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Barrons and the H&Q Technology Conference... ...Some of the biggest tech companies turned in less than stellar March-quarter profits, hurt by the Asian economic problems as well as pricing pressures on personal computers, peripherals and semiconductors. Some attendees were asked what that thought anbout the technology sector. Here were some views: investors...switching from computing to communications. ...some investors have abandoned computer stocks for communications plays, the beneficiaries of the growth of the Internet, the rise of wireless communication and the increasingly competitive telecom landscape. Bruce Lupatkin, director of research at H&Q agrees that, aside from Dell Computer, the pickings for PC investing remain thin, as price-cutting leavs teh sector in "profitless prosperity." Nor would he advise a buying spree in the Internet sector. Calls buys in companies like Amazon.com Yahoo!, LCOS, America OnLine advises against buying them at current levels. He also sees clouds on the horizon for companies like BAAN, SAP and PEOPLESOFT. What he does like is: ASND, CSCO, Advanced Fibre Communications, and PMC-Sierra (He calls the latter a red hot chipmaker which sells most of its wares to manufacturers of telecom hardware. Another analyst Kevin Landis, likes ONSALE .. raved about ONSALE's plans to extend its Web-based auction business. He also agrees that PMC Sierra being a good buy. They discuss continued weakness in the chip industry.. Templeton predited global chip sales this year will grow 5% or less with continued weakness in Asia, and further pricing pessures pressure in memory chips. They discussed continued weakness in semidonductor equipment stocks, theorizing that it could be early 1999 before the conpanies see a real upturn in their business. Informix turned a good performance and received rave reviews. He's (CEO Bob Finocchio) makes the right moves to restructure the company. He's focusing the company on the high end of the database market. He's got this vision of using the Web to interact with databases. Michael Murphy thinks 3Com is a bargain. 3Com is about to announce a huge order for cable modems from a leading cable-television company. Another analyst from Merrill Lynch likes SANMINA and FLEXTRONICS. Someone else mentioned CYBERMEDIA, and GEMSTAR INTERNATIONAL..and COGNEX the leader in machine vision technology. Michael Murphy advised in his short-selling newsletter on the front of its April issue to "SHORT THE INTERNET". Well, now he's issued the May ediiton, and he has some new advice: SHORT MORE INTERNET." Last time, he advised shorting all four search engine companies Yahoo Excite, Lycos and Infoseek, plus Amazon.com and Onsale. Now he's got a whole new bunch of Internet-related short ideas: Go2Net, Preview Travel, Sportsline USA, CDNOW (I sold mine), and N2K. Weakness was also cited in the drive-industry...there remains extreme pricing pressure.. Chairman of Seagate Technology confirmed that his company has started a program to produce drives specifically for the sub-$1,000 market, and forecase that inexpensive models of that type would quickly account for 20%-25% of desktop PC sales. In conclusion, PIXAR, the computer animation company headed by Steve Jobs which created Toy Story, showed up at H&Q with a clip from A Bug's Life, it's second feature, due for release just before Thanksgiving..there are record orders of "Bug's merchandise.