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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?


To: Bosco who wrote (3087)7/4/1999 7:43:00 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
Hi Bosco,
how are you ? What have you been doing all the time ?

Sorry that I've been quiet for such a long time (full into my master's thesis). Have you heard the rumor/announcement (?) of VIA (Taiwan) buying the MPU/CPU biz of NSM (Cyrix) ?? Could be very interesting to watch. This enlarged VIA could be a REAL threat to Intel since VIA not only would produce CPUs, they also have CORE LOGIC expertise. This is the closest proximity of system on a chip that I have ever spotted. Do you know, is VIA being traded in Taiwan ??

Apart from this, I moved into TDDD last week. I do like this company, you might now. They acuired Dynamic Pictures 9 months ago. Now they released the Permedia3 and even with alpha-drivers (stable !) this card will be a winner. Even saw a review but lost the link. Company at $3-4 range right now. LAst time I spotted such a chance (SIII under $4 now they sold their fab off and acquired Diamond Multimedia) I didn'T have the money to get in. This is a top chance for a BIG SHOT I think.

Instead I sold my UGLY and FLYR position with a small (30%) gain. I also increased my position of FATB. I think their sales growth will be excellent over next 3 years. After the e-biz stocks gave way of 50% of their gains, this might be a sector to look into again..

best regards from Europe
CROSSY