Bosco & Crossy's stock picks,talk area Message Board

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

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To: Crossy who wrote (2798)	7/14/1998 5:26:00 PM
From: Bosco	Read Replies (2) of 37387

Crossy - good. With business, finance and legal ramifications so intertwined, it can be of great help to you. Since I ve finished my project back in May, I ve not been trading much, so, yes, I am still holding PAUH [a bit of good news today too] and other retails. I ve exited from NANO and DSTR. So my semi exposure is down to CRUS and FERO [actually, the latter is exiting from the puller biz.] Did you read that INTC missed 2c? In terms of Asian mkts, I think Japan and HK [Taiwan and Singapore also, but don't know much about about these two] are worthy tracking looong <g> term. HK is a proxy for China. I don't know much about Thailand, but considering its real estate excesses and social problems, I think it will be longer. Indonesia is really a basket case. And Malaysia is killed by its own provincialism. best, Bosco

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