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


To: kenneth shopsin who wrote (2590)4/4/1998 7:53:00 AM
From: Bosco  Read Replies (4) | Respond to of 37387
 
Dear Ken - good to know you did ok with URMD last year. Right now, I am staying out until it finishes its reverse split. I actually have not checked out ANAD homepage until you tipped me off. It does look like there are a few egos there. I kinda jumped in a bit too early, as Crossy has pointed out, but there are not too many cos doing GaAs chips. The Alpha Male is VTSS, but ANAD is in an entire different subsegment. I think the 3rd is TQNT, which is more a competitor to VTSS [like ESST to CUBE.]

ANAD is in a extremely out-of-favor chip sector. It does get hit by AFC [Asian Flu Contagion] because of its wireless segment. However, its set-top box segment [cable] may help to cushion it. I am totally clueless about buy and sell targets <sg>

I am not a good stock picker b/c I am too much of a dreamer and like to root for the underdogs at the expense of my financial health - well, a man needs to have an expensive hobby to ruin his life <vbg>. I notice that you hang out in the microcaps [even OTC BB] areas alot, is it a hobby of yours [just curious?]

have a great weekend

rgds Bosco