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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 (2538)	3/1/1998 3:43:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco, ISLI has good products for sofware development. Historical growth had been 10% (LTG Longterm Growth). company is profitable, revenues & earnings are up, PSR = 2.0 MPDI is cheaper but smaller. Growth is also higher as in the case of ISLI. However, ISLI is nicely owned by institutions, MPDI is a dark horse with a solid balance sheet, almost no debt and may emerge as one of the likes of PCTH. Also, competitor PWAV had a disappointing trade show (CTIA). MPDI & SPCT stole the show in terms of announcements and new products. Also, both industies: SOFTWARE & TELCO EQIP are top-rated in briefing. So far, so good. Hard choice ! best wishes CROSSY BTW: for upcoming eqipment plays look to WFR & LRCX. Both should do nicely AFTER this quarterly earnings statement - which could be a bit disappointing is out..

To: Bosco who wrote (2538)	3/5/1998 4:54:00 AM
From: Crossy	Read Replies (3) \| Respond to of 37387

Bosco & all, today seems to be a good opportunity to pick some techstocks. INTC got burned in its own game (CPU-price lowering). They didn't imagine that Pentium-2 sales, whose prices weren't that much reduced, would catch-up so slowly. This should be good news for Clone-X86 makers. I think that IDTI, NSM, AMD should make nice gains over this year, especially if they WOULD NOT cite sales problems in their upcoming quarterly. I further think, that AFTER THIS QUARTERLY it's time to get into AMD again. The yield problem should be alleviated by next quarter and 0.25 transition is on the move.. regards CROSSY