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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (27703)1/3/2002 6:43:05 AM
From: Crossy  Respond to of 29382
 
Sergio,
thx for your additional info on FASH. It's just that shell games (even on the NAZ) are not the thing I'm pursuing right now (there was a time when I liked to explore those deals though)

CLTK.. well wireless looks quite solid. InP and GaAs expertise could also get into limelight in an improving economy. Meanwhile CLTK sits on its warchest ($8 of cash and $12 book value per share) with minimal goodwill on its books.

As you noted QSC did have its pullback and looks like inching up to the upward end of its breakout range. Already at $2.18 now.

EXAC is on a tear now. I won't sell now. Other medeqs sell for way higher multiples. It also appears to me that bone paste is a nextgen technology so the real significance of this ruling will probably be harvested in coming quarters/years.

all the best
CROSSY