Today good stabilization after the recent tumble and many stocks on our list warrant new purchases here. The outstanding performer is IDPH (Idec Pharma) but many others look great and none of our stocks warrant disposal. Even DEO and QWST look as if they can hold here. Stocks on our list that look particularly good include ADI, BPA, CSCO, HWP, IBM, IDPH, LSI, LU, MOT, NOVL (outstanding), NT, SFA, PMCS, SLR, SUNW, TXN and SUNW.

Several brokers have upgraded some of the above in the last few days.
On the other hand, we must say this is a market of stocks and some that we do not recommend look terrible. If one were expecting a bear market, which we are not, then amazon and Yahoo look like outright short sales. We very strongly recommend avoiding the dot com garbage stocks, although we love some of the suppliers of equipment to the internet.

Stockscom