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TOP PICK
TOP PICK
November 22, 2000
Will read a blood sample & determine stage of illness
Show full opinionHide full opinion
Will read a blood sample & determine stage of illness
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
A sustainable company
Consumer Products
BUY
BUY
A leader Will be able to ride out Tech drop
computer software/processing
DON'T BUY
DON'T BUY
Prefers Verisign
computer software/processing
TOP PICK
TOP PICK
Gets royalties
Broadcasting
WAIT
WAIT
November 22, 2000
A glut in fibre right now, but should be clear in 6/12 months Good long term
Show full opinionHide full opinionA glut in fibre right now, but should be clear in 6/12 months Good long term
electrical/electronic
DON'T BUY
DON'T BUY
November 22, 2000
Their only customer is the government. Not a broad enough market
Show full opinionHide full opinionTheir only customer is the government. Not a broad enough market
electrical/electronic
WAIT
WAIT
November 22, 2000
Can be a bumpy ride in the next 2/3 quarters 2/3 yr time frame good company
Show full opinionHide full opinionCan be a bumpy ride in the next 2/3 quarters 2/3 yr time frame good company
Telecommunications
WAIT
WAIT
November 22, 2000
Great company. Will be successful. Good long term
Show full opinionHide full opinionGreat company. Will be successful. Good long term
electrical/electronic
BUY
BUY
November 22, 2000
Likes the company & management teamGood long term
Show full opinionHide full opinionLikes the company & management teamGood long term
computer software/processing
DON'T BUY
DON'T BUY
Down turn will hit them
electrical/electronic
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