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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 (42851)	6/2/1999 11:41:00 AM
From: ComradeBrehznev	Read Replies (1) \| Respond to of 120523

DELL - please give technical opinions.... CB

To: Jenna who wrote (42851)	6/2/1999 12:04:00 PM
From: Spartex	Respond to of 120523

You remember when Mary Meeker mentioned that she thinks the internets may have another 20% correction left in them? (stated around 2 weeks ago). Well, she was right! Many internets honing in on their 200 dy moving avg. Getting real interesting here. Gosh, my brother road his ATHM from 93 in Jan99 to 198, and now back down to 107's. What a roller coaster ride! He's not LOL, as I've heard from him. "Why isn't it back near 200??!!" Well brother, its a valuation issue, sentiment issue, and how willing investors are to push the price up before the earnings are in. Meanwhile, I continue to stay humble with modest gains, with last April-May picks (DGN, CY and CDN). NOVL holding well just below their 50 day moving average. company could be buying rest of their buyback shares in this climate. Regards all, QuadK

To: Jenna who wrote (42851)	6/2/1999 11:11:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

<<3 more earnings plays report>>#1 Tuesday June 5, Stocks #1 and 3 Wednesday june 2 reported nicely as well please check reports.. Also CPRT which was up after the report was up another 4% today with 19 large blocks (22 yesterday)Earnings Plays that 'came back for more" were ADRX, MACR, NTAP, CREE, ADCT,AMAT,NOVL,INTU... Stock number 5 June 1, beats by 2 cents..this one was a rollover from last month when it didn't report, but it was up anticipation for a while now and today it exceeded estimate just had a quick blurb on "The Edge" mentioning its's record revenues and beating analyst estimates of 33c. Stock #1 June 2..: The first quarter was another record quarter with revenues and earnings exceeding our targets once again. Stock #1's performance reflects strong internal growth in our business as well as contributions from acquisitions made in the past year. Service revenues continued to grow rapidly, comprising 67% of total revenues in the quarter. Most importantly, margins, which in the previous quarter had been impacted by acquisitions made in Continental Europe, resumed their upward trend. EBITDA in the quarter rose to 8.0% as a percentage of revenues, versus 7.3% in the preceding quarter. The operating margin in the quarter rose to 5.9%, versus 5.5% in the preceding quarter.