Bosco & all,
first of all a wonderful X-Mas to you. Hope you will be rewarded in the market for your efforts..
Alert:
My pick from last trime: PCCC (I recod it from $14 down to $11) is UNDER STEAM now. CNBC mentioned it yesterday, and the bid on Etrade is already at $38. Another MZON. Hope you can benefit from this pice of resrearch of mine..
Good e-biz stock is also PAMC (under $9). Health insurance on the net. Big potential, AOL, LYCOS, CNET etc. exclusivity. AOL invested 10% in the healthaxis.com venture. Great opportunity IMO. CMPL is also good under $16. Bullish news (interview on cbs.marketwatch.com soon to be published)
Regarding the semis, I want to caution all investors on IDTI, AMD, NSM, INTC, CYMI etc. This group should get under shortterm pressure. Could be the next group to really break out. But for now it's shortterm correction mode..
Only excpetion: TDDDF. Safe to enter now under $5. Their Permedia 3 will change the equilibrium in 3D-graf markets. This is probably the * ONLY * contender to the Vodoo3 from TDFX.
Look to load up on telcom plays: PWAV, STRX, IDTC, TLTN, STGC all are looking rock solid and should enjoy a terrific year ahead.
best regards and happy holidays
CROSSY |
