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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: Wren who wrote (1675)	10/11/1998 3:20:00 PM
From: Pete Bilden	Respond to of 2346

Here's what's on my radar scope Wren. Most are depressed and eventually poised for a comeback, although who knows when. Separated list into JD and non-JD picks: JD picks: 1. HLT 2. WCOM 3. CCI 4. FTU 5. ENE 6. ERICY 7. SEIC 8. CD Non-JD picks: 1. NB (actually BAC) 2. CPQ 3. AWRE 4. AOL 5. MSFT 6. DELL 7. YHOO - yes, even without earnings The latter few are still pricey, yet I said that a year ago and missed the boat. Looking for companies that dominate their industries and are not making commodity products/providing commodity services.