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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 (34536)	4/16/1999 11:59:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

Thoughts on the nets for next week.. NETS should do well next week due to the sheer preponderance of first tier stocks reporting earnings. If it took just INKT to propel upwards a large group of nets WITHOUT real earnings how much more will the market react to the real earnings of NTBK,BVSN,CKFR,GNET,CNET and even NSOL. Also for good measure knock in the three digit revenue gains of the others wer follow like EXDS, VIGN, VERT, etc. I think we will do well, I ached to cash in my option chips today but held except for CNET which I had to sell as it was option expiration. If we handle this correctly and smartly we should have a whopper week next week, But I caution everyone to take profits next weeks because after the earnings there could be another correction of about 10-15% while these nets take a pit stop and fill their fuel tanks, while they rev up for the next race. If anyone thinks the era of the nets explosive stock growth is over let me just add that the opposite is now happening. Any sectors that offers a 'help product or service' is moving up (networking, telecommunications (that was already for many months), and every sector that has anything to offer the internet as far as bigger bandwidth, help softare for e-commerce companies, even retailers that go 'net', banks and security that make electronic transfer quicker and safer etc. This reminds me of the technology explosion that lasted for years and no doubt will continue once again but as for now I still stick with the strong earnings stocks on one hand and the high technical rank stocks on the other (nets, telecommunications, etc). Between those 2 stocks categories we should do fine. What I don't like is to see too many trading portfolios full of 100% net you should keep a diverse portfolio even if its just for a swing or position trade. I have 5 net positions that are options positions that cost me from 4k to 20k a position. AWRE,BVSN,USWB,WEBT are now my only stock positions going into next week (I don't count the 100-200 shares I have of EPAY, MLTX,EXDS and VRIO) And as I said before this seeming intensity is very temporary just to take advantage of the pending earnings. I'm a lot more conservative after April 28.

To: Jenna who wrote (34536)	4/17/1999 12:01:00 AM
From: Long John	Respond to of 120523

Thanks for the feedback once again. We all appreciate how helpful you are. I am more accustomed to using FC for large companies and they are right 90+% of the time. I still take the dates with a grain of salt unless I know that the company always reports on the same day of the week. With newer companies as you said there are not many historical earnings dates to check. It was good to let others know to be careful with First Call's dates. The same stock is listed for EP #7 on 4/22 as #5 on 4/23. Radar Report says 4/22, if we can believe it of course. John

To: Jenna who wrote (34536)	4/17/1999 12:24:00 AM
From: Jenna	Read Replies (1) \| Respond to of 120523

KRON..was an alternate earning play that I never posted but tracked privately daily. It did well today. I am not saying this to take 'credit' for a stock that you had no way of knowing about but just to remind you that the lesser known stocks like KRON,PCLE,PLCM, FWRD,EFII or a GAC can be a very good trade and you should check everything out in the calendar and not just choose the 'popular' ones. GAC since it was posted on the calendar on 4/11/99: DATE CLOSING PRICE OPEN HIGH LOW VOLUME 4/16/1999 49 15/16 48 50 47 1/2 804,100 4/15/1999 47 1/16 44 3/8 47 9/16 44 3/8 787,800 4/14/1999 44 1/8 42 3/8 44 7/8 42 5/16 595,100 4/13/1999 42 1/2 43 43 3/16 41 7/8 163,300 4/12/1999 42 15/16 41 1/2 43 41 532,800 4/09/1999 41 1/2 41 1/4 42 1/8 41 622,500 What I gain from stocks like KRON and FWRD is confidence to post them in future calendars and not hold back because of their unfamiliarity. It is the unpopular ones like FWRD and GAC that can give a nice gain before, during and after earnings and not have that 'gap up' after earnings report that we don't like. The MM's don't bother with those so we have dibs on them.