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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: cog who wrote (25144)	2/15/1999 9:33:00 PM
From: Dayuhan	Read Replies (1) \| Respond to of 120523

A lot depends on where you bought it. If you jumped in a year ago at 40+ it would be pretty depressing. I've had it about a month, and bought at close to current price. I'm not looking for anything immediate, but I'd say the long-term prospects are pretty good. Look at it like this. 9 month revenues are up 35%, earnings 51%. P/B is under 2, P/E under 9. They have almost no debt, and half a billion in cash. They have a very solid position in an industry that supplies one of the world's most essential products. Happens to be unfashionable at the moment, but if you want to buy cheap, don't buy fashion. If the tech bubble bursts, people are going to look for fundamental quality, and money will flow this way. If major conflict pops in the middle east, what happens? Are you going to bet against either of those happening in the next 3 years? Definitely not a place to put all your money, but IMO a long hold. Steve