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

To: Bosco who wrote (2100)	10/28/1997 10:29:00 AM
From: Crossy	Respond to of 37387

Bosco, it IS time for that. Go for low PE. I dumped UTEK & USSB today and bit the bullet. I will sit out on the rest. Value stocks should do great. Also some turnaround situations that almost weren't hit yesterday: ITN for example. My pick of industry to recover first: 1) Networkers 2) Diskdrives 3) Box makers. They ARE profiting from weak demand. Semi equip should follow late December. Thank god it's no crash no more. Just a correction. This one would be over in less than a week. This is a very nasty one. I call it a stealth-correction. Suddenly the sentiment changes. You could do: NOTHING I will reshuffle further down the line. PE is most important here. Look for PE to Growth of less than 0.5 (WDC, APM, RDRT, COMS ?) best wishes CROSSY