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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 (23786)	1/31/1999 1:08:00 PM
From: Teri Garner	Respond to of 120523

NationsBanc Conference Puts Technology High-Flyers in Spotlight Technology News Sun, 31 Jan 1999, 1:03pm EST NationsBanc Conference Puts Technology High-Flyers in Spotlight San Francisco, Jan. 29 (Bloomberg) -- Investors at next week's NationsBanc Montgomery Securities Technology conference will be listening for evidence that the recent boom in computers, semiconductors and Internet software will continue. Intel Corp., Microsoft Corp. and Yahoo! Inc. are among the top technology companies presenting at the meeting in San Francisco. All have reported better-than-expected earnings in recent weeks as demand for Internet-related products and services has soared. All three companies also have declared stock splits as their shares reached records. Given the huge gains in some technology stocks -- the technology-laden Nasdaq Composite Index is up more than 40 percent in three months -- some investors say they'll spend some time seeking bargains that may be overlooked. ''I use the conference to bone up on areas I don't know,'' said Randy Yuen, an analyst at Salomon Brothers Asset Management. Yuen said he will attend sessions with executives from software companies such as Germany's SAP AG, the largest maker of business-management software. The company's shares have fallen 24 percent since Oct. 29 as slow sales in Japan hurt profits. He also plans to explore computer-services companies such as Keane Inc., whose shares have fallen about 50 percent since July. Other investors say they're optimistic that the rally in other technology shares will continue as the growth of the Internet spurs demand for PCs, servers and networking equipment. Semiconductors Semiconductors have been particularly hot. The shares of Intel, the world's largest chipmaker, have risen 57 percent in three months as sales of its microprocessors boomed. Shares of Micron Technology Inc., the No. 2 maker of memory chips for PCs, have risen 95 percent in three months as prices for dynamic random-access memory chips have strengthened after plunging for many months. ''Pricing is stabilizing'' in the semiconductor business, said Duane Eatherly, portfolio manager at Banc One Investment Advisors Corp. in Columbus, Ohio. Keynote speakers at the conference include Oracle Corp. Chairman Larry Ellison and Terrence Conn, chief executive of Ticketmaster Online-CitySearch Inc. On Wednesday, there will be a panel of venture capitalists. About 1,600 analysts and investors will attend company presentations, including those from technology bellwethers such as Micron, Texas Instruments Inc., Cisco Systems Inc. and Hewlett- Packard Co. There are 152 public companies and 60 private firms attending. bloomberg.com

To: Jenna who wrote (23786)	1/31/1999 1:25:00 PM
From: Patric	Respond to of 120523

<<Still the #1 thread on SI and #2 on their "hot" people list>> ...and deservedly so. Keep up the excellent work. #B~}>

To: Jenna who wrote (23786)	1/31/1999 2:19:00 PM
From: Dub Brown	Respond to of 120523

TACO! Taco Cabana recent upgrade at SW Securities, price target 12$. Expanding regional Tex-Mex chain. San Antonio based.. growing since taking over Houston rival Two Pesos. (TACO claimed Two Pesos copied their concept)Sometime in early Jan, got a positive mention on CNBC. Believe they said TACO had 2nd highest per store gross sales next to McDonald's, was a little surprised to hear that, but stock has been trending higher,since I started watching it in Sept. Haven't seen much news on 'em, but hey!, the foods pretty good..beats the heck out of Taco Bell! I'm Hungry!! db

To: Jenna who wrote (23786)	1/31/1999 2:45:00 PM
From: Scott W.	Respond to of 120523

DELL Jenna I have been day trading Dell and now would like to take a position in it for the upcoming earnings. It has had significant gains recently and I would like to know if I should wait for a pullback or buy now to get in on the anticipatory upswing previous to earnings. Any insight will be appreciated.

To: Jenna who wrote (23786)	1/31/1999 2:59:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

The Well-Informed Trader Site on Market Gems has been updated and is now accessible directly from the home page. marketgems.com The marketgems.com are a collection of posts and articles solely from Silicon Investor whereas the "Well-Informed Trader" has articles for 'hands-on' Approach with chart patterns, instruction. Eventually all this will be extracted, and put together into a new format in a Trading Manual/book on Anticipatory Upswing - Profitable Strategies During Earnings Season or Anticipatory Upswing: Techno-Fundamental Strategies for Short-Term Traders something along those lines. It will most likely be in collaboration with a technical analyst who already has published and who is already working on some ideas