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jenna

05/12/03 1:17 PM

#15925 RE: _HD #15919

JNPR and XMSR are always buys at the first swing high after a pullback, usually at a key moving average. I'll be doing that until as close to July earnings as possible and probably longer. These are two of my favorite position plays (I also like CSCO, MCRL, NOC, IDCC (I love IDCC this about a year or more ) and TXN) These I'm holding for at least 6 months but locking in from time to time. SInce both TARO and TEVA are in the 48+ area I'm not inclined now to see the same upside as before so I'm in the smaller pharmies also (GLFD, NPSP)