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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: Johnathan C. Doe who wrote (11991)	7/23/1998 11:44:00 AM
From: Jeff Jordan	Respond to of 120523

USWB looks to be starting to turn but may have a little downside left WCII did, so did AFCI......SEEK not the usual excitement about earnings? I heard CEO is on CNBC tomorrow. Since it's my birthady tomorrow I hope I get my surprise from SEEK.<g> I guess the markets are still a little weak..... Jeff

To: Johnathan C. Doe who wrote (11991)	7/23/1998 11:47:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

e-mail... WCOM..I've gotten very nice gains in WCOM since I've gone long, but I'm still holding for the longer term. This one is my next CSCO. The UUnet division of WCOM is important for its future.....Ebbers is taking that powerful fiber network overseas, to European and Asian markets that represent a tremendous potential upside for voice and data services. The telecom providers will be a $700 billion market. WorldCom is cheap relative to its brethren. Qwest is a fascinating example of the great public -works project that is the Internet: it's laying hundreds of miles of fiber-optic cable crisscrossing the country, butQWST is pricier and both an earnings and sales-multiple basis and I still like World Com better at abut 6.1 sales and 53 times this year's projected earnings. It's on the earning play watch list and as an 'anticipatory' play has made more than 10 points in gains thusfar. Worldcom is expected to bring in $1.97 in 1999 per share earnings and $2.78 in 2000. In Internet terms, that's great upside. As analyst William Vogal at Montgomery Securities says, 'If you're going to be investing in the Internet, you want to go with the company that's going to be the battalion leader, the arms dealer to everyone. And that's WorldCom. <<my next CSCO>>>