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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 (2575)	3/31/1998 4:50:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco, the retail sector is normally benefitting from slight inflationary environments, at least in the beginning of such a cycle. Should be a good bet now that AFC is no longer the talk in town. All, DK, HDS, IBI. PAUH are decently valued. Next earnings should provide clues. Regarding Y2K, what did You dislike in PTUS ? My own take is their strength is AS/400 - a mediocre platform IMHO - normally more a target of downsizing consultants than Y2K project work <G>. If they do not have client-server strength or open systems credentials than I can understand why they are not performing well.. Regarding RF-telco-suppliers take a look at the others. It may take some time but it's worth watching. Companies like: ANAD, PWAV, SPCT. If You see surging volume especially aroung eranings, this could signal the end of their downturn. I might switch my MPDI into one of them by then. regards CROSSY