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

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To: Rick C. who wrote (2869)11/18/1998 7:04:00 AM
From: Crossy  Read Replies (1) of 37387
 
Dear Rick,
now that I sold my PWAV for 15.25 yesterday it's time to open a new position. It's hard given the number of interesting plays out there.

1) TLTN will report Nov 19th after the close. Was expected to hit 0.33 this quarteer, preannonced to the upside range 0.40-0.42. But the nice thing is: consensus for next quarter is still 0.16 acc. to First Call. Now there's a conference call immediately after. Could pop anew if analysts raise next quarter to juist 0.30 or so, I mean this is a non-saisonal business. Company did revenue quarterly sequential increases last 2 years. PSR of 1.00, no debt.

2) EBSC will report in February. Interesting company. Will earn at least $0.85 this quarter. High in excess of $1.00 is possible. PSR of 0.35

3) COHR medical sector quite strong, in photolithography is making inroads into ArF laser segment (protoype stage) at the expense of CYMI. Solid company, no debt, PSR of 0.80

I guess will move my position into TLTN. If this one runs towards $30, I'll sell and switch into EBSC

best regards
CROSSY

BTW: mid term watch : MASK - photomask shortage 12 months ahead..
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