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

To: Mahatmabenfoo who wrote (3106)	5/14/2000 8:17:00 PM
From: Crossy	Read Replies (3) \| Respond to of 37387

Charles, if you want something more safe I would turn to GSLI, OSIS and LPTHA. GSLI got earnings plus is after the array waveguide market (Bokham is topnotch here - $6bn marketcap !). LPTHA now has around $10m sales annually (extrapolating the sales order volume of the first six weeks w/o any growth factored in). OSIS is at a PSR < 1 and with the oil exploration market boosting up should enjoy steady growth in ALL DIVISONS. Their optoelectronic line should also raise interest. Finally, a non-tech idea: look at Steelmakers. Prices (of high end steel grades) have recovered. STOCKs haven't. Potential is huge. I just bought National Steel (Nyse: NS). They are majority owned by Nippon based NKK Corp now, trading around $6. Before the steel bloodbath of 1998 it was a $20 stock. That's real potential here - ultracyclic industry. Further down the line minimills might be a nice investment but right now only high grade steel prices recovered in a big way. That's why I chose an integrated producer.. rgards CROSSY