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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Ann Corrigan who wrote (2322)	11/20/1997 7:10:00 AM
From: Crossy	Read Replies (1) of 37387

Ann, thanks - in fact I got Cable TV from my local operation (which is in fact almost wholly owned by UIHIA). No satellite system for me since I live in a flat and all the owners (not only me) would have to consent - a tedious process in such a setup. Regarding CNBC, actually on NBC Europe (which I'm receiving) the only US related thing is SQAWK BOX. Really love all the gang - Maria above all (of course) and Haynes/Faber/Kernen et al.. In fact some of their guest analysts are what I consider top-notch. Rogers, Granville, Kudlow etc. I know CNBC is often late to get on a bandwagoon when the train left the station for days (re: AMD). But I always think that I got a brain of myself in order to make up my mind, so I'm not overly worried about minor glitches here and there.. My responding this late is because SI was somewhat inaccessible for me yesterday . Posted a reply but was not transmitted properly. Today, everything's fine again. Vulnerabilities everywhere.. Regarding Your portfolio it looks ok overally. KLIC, ASND, NANO, USSB I think are in good shape. NANO could even be loaded up more. A steal at $10. UGLY should turn up again, their charge-was one time and their margins are above industry average. Only dark spot IMO is APM. At least HALF A YEAR should pass in order this to pick up again. RDRT & HTCH are far ahead the MR learning curve. Thin film head market is dead. Their transition was very late. At least they should admit that all, would relieve them of additional worries. IMO, WDC & RDRT & QNTM are the best bets in this sector. SFLX got outside appeal also (copper interconnect process technique). best wishes & good luck also CROSSY

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