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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 (3907)	8/27/2003 11:56:21 PM
From: PuddleGlum	Respond to of 37387

I certainly pay attention to your "speculative" ratings, and I'm so glad that you make that distinction. IMA is my largest holding in your portfolio (ATS is probably next). I’ll guess that ROP’s compressor biz is part of their energy systems & controls. That segment runs at over $160M in sales, and since compressors are a modest part of that number I’ll say ROP probably does less than 40M in compressor sales per year. Their Gazprom business has not been strong, but as I recall from many years ago when I owned ROP they sold compressors to Gazprom. I came across SRTI during my search for info on ROP. I thought they’d nearly gone out of business but they’re still alive. They’re not in one of your favored sectors but the numbers are reasonable.