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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: TWICK who wrote (14708)	9/14/1998 5:17:00 PM
From: TWICK	Read Replies (1) \| Respond to of 120523

Interesting comment from Briefing.com regarding this recent oil rally: Latest rally being ignited by heightened concerns of military conflict in the Middle East. Crude oil has risen more than 2% on the session to $14.62 a barrel after Iran made military threats toward Afghan militia group, Taliban. Iran, which is the world's 4th-largest oil producer (accounting for approx. 5% of world output last year), is charging the militia with killing nine Iranian diplomats. Traders are speculating that any conflict between Iran and Afghanistan could draw in Pakistan, which recently demonstrated its nuclear capabilities. While strength of group rally over the past several sessions has been impressive, there is still little evidence of improved supply/demand situation. But then again, this may explain why the oil stocks rally may be drying out... Moreover, analysts have already factored in moderate increase in intermediate-term oil outlook into their earnings estimates. *(Was less than a yr-ago that group was predicted to log 20%-30% earnings growth. Now estimates suggest that most names will be lucky to produce any yr/yr growth at all.)

To: TWICK who wrote (14708)	9/14/1998 5:23:00 PM
From: Jeff Jordan	Respond to of 120523

Twick, Why sell AFCI? It is the only stock I am holding now...but only because I didn't buy into the rally at the end of Friday....I was holding QWST but made a mistake and sold. Anyway, yes it may retreat some but I don't expect it to for long...a better strategy at this point would be to hold and buy on any dips...w/ the tlab/Ciena deal falling through who knows...maybe Ascend/NT or someone will become interested in AFCI. Besides it's way oversold w/ only 72mil shares. Jenna, OEX puts look very good here....I'll be home to trade tomorrow....I missed buying more AFCI/BBBY/PAYX/QCOM today....I was working last night and they all ran past my limit orders. I like ICOS here it should retest 20 soon. I'm still holding out for IFCI @ 5.50 on a dip. SEBL also looks good to me. Jeff