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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 (2527)2/27/1998 1:12:00 PM
From: Crossy  Respond to of 37387
 
Bosco,
I would not go as far as to use Your timing as a contrary indicator <G>. We all got to learn patience somehow. Believe me, I learnt my lesson twice this fall (WDC, KLIC..), all sold after 20%+ plunges..

Anyway, I'm quite patient right now, and I got rewarded, at least til today..

regards
cROSSY



To: Bosco who wrote (2527)2/27/1998 2:00:00 PM
From: Crossy  Respond to of 37387
 
Dear Bosco,
found something better than SPCT (competitor), albeit a bit smaller. Anyway, it released earnings in late January, so no dark cloud looms over the company, unlike the situation in SPCT.

I'm talking of MPDI (Microwave Power Device), turned profitable last year and is growing on a steady pace, accelerating its growth. Current quote: $ 6.75

best wishes
CROSSY

BTW: Consensus forecasts a drop in SPCT quarterly earnings form 0.70 to 0.19 next quarter. If they MISS this number (possible) there should be a trememdous opportunity to enter by that time, because the stock should plummet then. Also a shareholder-suit is currently plagueing SPCT.. That's the reason why I think MPDI is safer (at least now). Potential: $10+



To: Bosco who wrote (2527)2/27/1998 4:52:00 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
Bosco,
wow, MPDI looks even better to me. They are linked to LU (one of the major component sources). The current troubles of MOT should translate into extra revenue for LU and thus MPDI. Also it seems that SPCT doesn't profit from MOT wireless hazzles.

best wishes
CROSSY