Advertising
BUY
Has been in a bit of a war. Advanced Micro Devices (AMD-N) has done very well. If you look at the 2 charts, they are very divergent. Because of its price weakness, now is the time to look at Intel. He has been buying below $20.
electrical / electronic
DON'T BUY
Probably fully valued.
computer software / processing
WEAK BUY
A supplier to the satellite industry. The big opportunity for them now is the broadcast satellite industry. Looking at this now. Probably around fair value, not a compelling value. There could be a spurt in spending with HDTV. Be very careful with this one.
Telecommunications
BUY on WEAKNESS
This is a business that will be around for the long term. Like it in the mid-teens.
electrical / electronic
BUY
Software company that is in Computer Aided Draw (CAD). Do a lot on the animation end. A good company. Good value.
computer software / processing
DON'T BUY
Rational buyers are not seen this as a compelling buy. There is still a lot to be undone. There will be uncertainty for the next two years.
Telecommunications
DON'T BUY
Not prepared to buy this one yet. Not sure that the ipod sales can keep growing at the rate they have.
electrical / electronic