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

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To: Bosco who wrote (3002)12/16/1998 10:07:00 AM
From: Crossy  Read Replies (1) of 37387
 
Bosco,
BCF is clearly bottoming out but an entry pattern isn't there right now.

Worth watching:
CMPL .. $16.25 old favourite of mine - got buy coverage from 2 today
IDTI .. under $6
AMD under $29
NSM under $15 .. strong semi contenders..
PCTH PSR is very low and new acquisitions are coming up
IDTC .. near $15 ISP, net phone & long distance + PROFITABLE
PAMC .. $8 health insurance on the web
STRX .. $11 one of the best telco plays out there
PCCC . $11.5 goov value, PC retail plus internet (already 15% of rev)
TDDDF $5 has winning designs (Permedia 3 and GMX) for different ends of the market. Will hugely increase market share. Design superios over ATI rage, S3 Savage, Riva TNT, 3dfx Vodoo2 etc.

best regards
CROSSY

BTW: watch out for the
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