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

To: Crossy who wrote (3369)	5/18/2003 7:02:03 AM
From: Crossy	Read Replies (1) \| Respond to of 37387

Removing ESAN from the portfolio after having pocketed nice gains this week. It's still very cheaply valued but we need to find out more about shortterm volatility regarding earnings. I expect it to fall back into slight losses for some quarter because they lost CSCO as a customer for their legacy product. OTOH, they have been able to stir considerable interest in their nexGen CWDM products, so ESAN might be a good candidate to pick up again later.. rgrds CROSSY