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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 (2493)	1/30/1998 2:51:00 PM
From: Daveyk	Read Replies (2) \| Respond to of 37387

Bosco and all,Jenna put my ECGOF on her watchlist today,does this mean I'm gonna be rich?Of course I need and appreciate any help I can get. Bosco thanks for E-mail;hope I can help you in someway in kind. Warmest regards and pray for close over 7908 on DOW!!! Dave

To: Bosco who wrote (2493)	2/2/1998 7:31:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco & All, one of my stocks is looking ready to run: SFC. They had 1) a record quarter 2) one of the most conservative gain accounting assumption 3) they will sponsor e REIT (seperate entity) to sell some of their loan-originations on a per-cash base, relieving the company from having to tap the capital markets constantly and thereby creating at least a cash neutral position 4) should boost earnings quality and consequently their current PE of less than 5.. best wishes CROSSY

To: Bosco who wrote (2493)	2/2/1998 8:05:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

To All: now a short of mine (based on fundamentals).. UNISYS finally announced to quite the PC business. Now since I firmly believe that INTC will make inroads into the RISC camp and finally conquer it (perhaps hand in hand with AMD), mfg. who finally cut out the life-saving PC-business (X86-connection) are in trouble IMHO. Just saw my hypotheses quoted recently by Ziff-Davies on the web and John C. Dvorak of PC Magazine (INTC will split the CPU market...) Under this framework, Unisys definitely does not offer ANY preferred product proposition IMHO. (Just my 2c of course). They might want to milk their cash-flow generators for a while but strategically I think they are damned wrong.. So I predict ... UNISYS should have troubles ahead...