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

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To: Bosco who wrote (2538)3/1/1998 3:43:00 PM
From: Crossy  Read Replies (1) of 37387
 
Bosco,
ISLI has good products for sofware development. Historical growth had been 10% (LTG Longterm Growth). company is profitable, revenues & earnings are up, PSR = 2.0

MPDI is cheaper but smaller. Growth is also higher as in the case of ISLI. However, ISLI is nicely owned by institutions, MPDI is a dark horse with a solid balance sheet, almost no debt and may emerge as one of the likes of PCTH. Also, competitor PWAV had a disappointing trade show (CTIA). MPDI & SPCT stole the show in terms of announcements and new products.

Also, both industies: SOFTWARE & TELCO EQIP are top-rated in briefing.

So far, so good. Hard choice !
best wishes
CROSSY

BTW: for upcoming eqipment plays look to WFR & LRCX. Both should do nicely AFTER this quarterly earnings statement - which could be a bit disappointing is out..
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