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

To: Rockaway 43 who wrote (3092)	7/29/1999 8:16:00 PM
From: Crossy	Respond to of 37387

Rockaway, I'm not familiar with the gaming equipment market but I took the opportunity to look at its recent financials and growth rates.. First it's a NASDAQ company not an OTC which should lend it some more safety. No debt but Price/Sales somewhat high at 1,60 with profit margin of only 5-6%. So expectations for the future are quite high. Interestingly, sales growth rate has been declining rapidly over last 5 years indicating a stagnant, matured product line in need for change. Well, last 2 qaurters changed the picture completely changed ticking up, now at record sales of $22 million for last quarter. If they continued this way they might earn 0,45 - 0,55 for the whole year which would point to a situation with a lot of leverage. OTOH, stock had already risen 5-fold from 1,25 to $6 - so I guess many of the good news coming up is already priced into the stock right now. I'd not buy it at current levels but I'd hold it tight until I saw signs of distribution. The dangerous signal to watch: stock makes new highs at LOW volume. If you see that, I'd rather get out.. sorry for not being able to provide FA insgight though.. best regards CROSSY

To: Rockaway 43 who wrote (3092)	9/25/1999 8:57:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Hi to everybody, after a long pause (work & university overload <g>) I'm back somwhat. Let me forward some of my new findings.. found 2 companies that might have some potential.. AMLJ .. I've been buying since $1.38. Very conservative management, RF power amps, sort of a small-scale competitor to PWAV, SPCT, MPDI SPCT .. buy on weakness. If it ever reaches $17 again, I'd load up. Looks very cheap vs. PWAV. Revenue should be up significantly after their succesful MCPA rollout. LPWR .. already one takover offer by IIVI for $3 rejected. They make microlasers and now they might find their way into telecom fiberoptic lines (DWDM) where their lasers might replace diode solid state lasers + amplifier combinations. They are profitable now and already succesfully introduced their microlasers to medical and basic technology markets. Now they seem to be out to tap the telecom segment. Managemenet owns more than 50% of the issued shares so there can't be an hostile takover against management. However they might accept a sweetened bid at the $4-6 region. I loaded up at $1.43. Now at $2,38.. best regards CROSSY