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

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To: Rick C. who wrote (2882)	11/19/1998 5:10:00 PM
From: Crossy	Read Replies (2) of 37387

Rick, thanks for Your response. TLTN today announced new products. IFC (Mark Johnson) mentioned TLTN as a nice provider of "convergence" tools aimed at telcos to save $$$ on the Voice/Data disparity. Reason for my investment. Not the quarter (0.41) but twofold. Analysts still only have 0.16 earnings on display for next quarter. So if TLTN only earned the numbers ORIGINALLY expected for this quarter (0.26) it would justify an upgrade by some analysts. Today evening is a converence call, that could provide clues in this direction. The other motivitation for my investment is the share repurchase, another $8 million should be bought back on open market. Would lower outstanding to 5.8 million shares. Will look at PIR. From memory, isn't that Pier-1-imports ?? If it is, I have a positive bias towards the company. When I visited JDN in Fla. back in February, the CEO was interviewed by Mark HAynes on CNBC. My impression, as tiger-currencies (where they source 80% of their merchandise) devalue, they'd make even more profit. Will analyze it FA & TA wise. Noticed the runup in HICO & AMUT recently ?? Can't believe my eyes, have no fundamental reason for this. Wonder what's happening. Are You still into any of them ?? Regarding EBSC & Xmas, I didn't want to sell my TLTN earlier than that. Stats for November should be released on Dec 5th. Maybe Your mother could provide us an idea what the new EBSC xMAS store setup looks like in reality - if possible ! No pun intended ! best regards CROSSY

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