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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 (26142)	3/4/1999 2:16:00 PM
From: Jenna	Respond to of 120523

CC.. yesterday's watch list. I picked it up in late afternoon yesterday because I missed BBY and now CC looks a lot better than BBY. Still bullish on BBY but it was looking overbought and I would not enter new positions just yet.

To: Jenna who wrote (26142)	3/4/1999 2:32:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

<<ALERT>> ORLY earnings out after market confirmed showing nice anticipation today. GENZ reported already reported through this morning. GENZ did not show any anticipatory upswing but it belongs in a group of stocks that I mention from time to time that you can easily enter AFTER they report. They are also the safest bets because a) they don't gap up b)they may be good for short term/position trade especially if they are oversold. Thu Mar 4 GENZ Genzyme boosts 1999 earnings estimates - Reuters Securities Thu Mar 4 GENZ Genzyme to create surgical product company - Reuters Securities Thu Mar 4 GENZ Genzyme General Q4 net rises - Reuters Securities Thu Mar 4 GENZ Genzyme General Reports 1998 Fourth Quarter EPS of $.39 - PR Newswire Thu Mar 4 GENZ Genzyme Molecular Oncology Reports 1998 Financial Results

To: Jenna who wrote (26142)	3/4/1999 4:01:00 PM
From: TWICK	Respond to of 120523

Re: MXTR - Added more at the 7 5/8 - 8 range. I think the DELL/IBM news was miss-understood by the sellers and I believe they over-reacted due to speculation of MXTR possibly missing out on this deal. I don't see anything in the news release that could impact MXTR and its relationship with DELL or with IBM. Could someone confirm or correct me on that ? From the IBM/DELL news release: At first, the pact grants Dell access to IBM's high capacity disk drives, network adapter cards, flat panel displays and some custom chips, including high performance static random access memory (SRAM) chips. In the future, the deal calls for Dell to buy IBM's copper, silicon-on-insulator and "other advanced technologies," the companies said in a joint statement. "The body of Dell-developed product technology, particularly in servers, storage products and notebook PCs, is expanding rapidly," said Dell's Lambert. Still feel that buying MXTR at these levels is going to be very rewarding the near future. Twick