Roller-Coaster Ride

Our panel of experts review today's volatile market. Strap yourself in and get prepared for a bumpy trip.

valign=”top”>Great Plains Software (Nasdaq: GPSI) 23.81 31.3

Adobe Systems. “They have 78% market share in delivering digital imaging, digital data, digital everything. It’s Adobe software. If you are really a heavy consumer of that type of product, you must use Adobe. When I bought them, they were talking about 15% sales growth. Well, they’re over 25% now. They were in the right place, at the right time, with credibility and killer products.”

Broadcom. “What Broadcom generally brings is an idea as big as Intel. I think it’s even, perhaps, bigger. They are innovators of the first order; in every way that someone is trying to deliver broadband. They have the only 10-gigabyte solution in fiber optics right now. Whether it’s a digital set-top box [or] satellites, they have a solution.”

Great Plains Software. “It’s a CRM (customer relationship management) play. They are an enterprise software company. Small business is their core market, [and] they are the dominant player in back-end software, the core of it being an accounting software package. They partnered with Siebel Systems on front-end [software], so now they have a complete end-to-end solution.”

Source: Zacks.com

Stephen Humphrey, Lord Abbett Large Cap Growth Fund

Stock (Exchange: Ticker)

Price at Recommendation

5-Year Estimated EPS Growth Rate

General Electric (NYSE: GE) $53.38 14.7%
Corning (NYSE: GLW) 267.00 27.8
EMC (NYSE: EMC) 85.50 31.3

General Electric. “With GE, we’re talking about a company that is generating revenues of more than $126 billion. They are going to do total earnings of more than $11 billion, which is bigger than the GNP of a lot of countries. I look at GE as a director or maybe even a fund manager of terrific companies, from industrial plants to aircraft engines, from plastics to medical systems.”

Corning. “The company got rid of Corningware and reinvented itself [after they recognized] that deregulation was coming to the telephone and the communication industry, and it was an opportunity for them and they got into it in a very strong way. Now, they are growing. A dominant company in fiber cable, they create the glass wire through which everything else flows, and also the amplifiers. Those are the two areas that they dominate.”

EMC. “It is the dominant company in the enterprise storage market. Essentially, we expect that market to triple, over the next five years, to go from a $40 billion market to a $120 billion market. The big drive is the Internet. All the transactions that happen on there basically have to be stored somewhere. For EMC, it doesn’t stop there. Besides being dominant in that technology, they also dominate in the storage management and delivery of solutions.”

Source: Zacks.com

Nathaniel Carter, Lakefront Capital Investors

Stock (Exchange: Ticker)

Price at Recommendation

5-Year Estimated EPS Growth Rate

Sara Lee (NYSE: SLE) $19.06 10.2%
Compaq Computer (NYSE:

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