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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (606)8/20/2000 10:40:33 PM
From: Mr. Big  Respond to of 6947
 
And thank you for the mention on your Introduction! I'm glad I was able to help in some way.

Regards,

Big



To: Jack Hartmann who wrote (606)8/20/2000 10:42:51 PM
From: Steve168  Read Replies (1) | Respond to of 6947
 
Jack, It is great to see your thread and posting. I was looking for Q to Q growth stocks and happen to find this thread. I am happy to find your posting are pretty insightful.

I think BRZE is with good potential and will probably enter long position after this secondary effect, hopefully lower price.

I hold two stocks with good Q to Q growth.

PHTN is a manufacturer of testing/repairing equipment used in FPD(Flat Panel Display) manufacturing. For the past nine months, PHTN grew revenue 90% and have earning of 9M vs. $0.29M. It has a big order backlog. I was lucky holding heavily on this at single digits and added more last week around 46-47.

FFIV F5 Networks, Inc. is one of the leading providers of integrated Internet traffic and content management solutions designed to improve the availability and performance of mission-critical Internet-based servers and applications. The Company's products monitor and manage local and geographically dispersed servers and intelligently direct traffic to the server best able to handle a user's request. For the nine months ended 6/30/00, revenues totaled $72 million, up from $14.1 million. Net income totaled $12.2 million vs. a loss of $6.7 million.

FFIV was crashed from 160 to 30s in half year. Amazingly it has a 40% short position as of latest month. Most of them are entered around 35-55 range. I think the short squezze will only help FFIV go up faster once it started.

Please let me know your opinion.

Regards,

Steve



To: Jack Hartmann who wrote (606)8/21/2000 11:39:31 AM
From: Jack Hartmann  Respond to of 6947
 
Add BRZE at $34. It gapped up and slowly selling off.
Jack