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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 (2646)	4/17/1998 5:20:00 PM
From: Crossy	Respond to of 37387

Bosco, I looked to ANAD.. sorry to hear You sold.. up $2 to $15.. anyway, best wishes CROSSY

To: Bosco who wrote (2646)	4/17/1998 7:46:00 PM
From: Daveyk	Read Replies (1) \| Respond to of 37387

Hi Bosco Crossy and all,nice to have Friday's!Good that Bay didn't tank any worse.Yes I'm OK Bosco when you play you sometimes lose.<vbg> Did you notice ECGOF closed up almost a point since I sold it in disgust.Couldn't make heads or tails of the chart on that one so best to dump and ask questions later.Also sold PCTH today as it broke support at 6.5,hoping to buy back at 5.75 next support level;if not I guess another will come along.May even buy it back on BO if that should occur due to news or whatever. Still learning but I promise to be quick on the trigger with all equities from here on.Antc and BRKT look good here especially ANTC.You may want to consider ABAG as it's consolidating.They recently received a new 30 million contract;small float and new analyst coverage.Hope everyone has a great weekend. Regards,Dave P.S.Have cash to burn;any ideas?

To: Bosco who wrote (2646)	4/23/1998 7:53:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco & all, there is an interesting special situation unfolding right now: CFMT. This company is a miracle. Leader in 300mm cleaning technology and a heavyweight in its field. However revenues gyrate around and the company is heavily dependent on the eqipment-cycle. Right now the cycle says "contraction" and CFM today announced after the close they will show a loss of $0.40 for this quarter. The stock trading around $13 right now. HOWEVER consider this: this company has one of the highes current-ratios I've ever seen: 6.71, this means $5+ cash per share. If You subtract the 5 from the current quote of 13 this leaves You a net value of $8 for the company's operations. Now today's announcement surely turned the sentiment negative and You can expect the stock to fall back to its final support at $9.5-10. However at those levels around $10 I would highly recommend this stock. As soon as the semi eqip industry is expanding again and particularly 300mm fabs are out there in construction, CFMT should fly to its old high of around $40. Wait before entering, let the panic turn into apathy and then get in. Around $9-11 this company is one of the best values out there in this sector. Anyway, don't catch a falling knife, wait til it bottoms out.. best wishes CROSSY