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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 (2678)	4/28/1998 6:11:00 PM
From: Crossy	Read Replies (2) \| Respond to of 37387

Bosco, thanx for ALYA - today I hit $1 - 50% in 2 days. I can't believe it... Well, I finally think that RIGHT now it's the time to be in a very limited segments: 1) telecom related (testing, maintennance, services, outsourcing) and the like 2) biotech & medical devices 3) small companies without the limelight (OTC/BB and the Nasdaq) 4) concepts that might turn out great but many won't believe 5) upstarts that You can do DD and have info the market doesn't have For this reason I changed my portolio. Instead of going on marging, I went into companies like: GSII, RCOM, MIDL, ALYA, CSHK, PHXU While I personally would like techstocks more than this segment, the market blows the horn and it would be unwise not to follow. Anyway, I think late this spring or after summer could be a good time to get again into the semi eqip sector (CFMT, CYMI, NANO, ADEX etc..) and the semi plays (INTC, NSM, VLSI, MXICY) Beyond the small & micro cap stocks I currently still think retailing should outperform many others, with stocks like DK, PAUH etc. still at very attractive levels. Probably the only segment of techstocks I'm really bullish on - after the current correction - are GaAs/SiGe plays with a telco connection: ANAD, PWAV, SPCT, AHA, MPDI, RFMD, RFMI. Ok, too many companies in one field, aren't they ? Too much to invest in. To narrow the focus I think I will do some extra research some days down the road. I will try to find out the MARGINAL COST structure of all of those companies and then try to find the one company with least marginal cost. You won't normally fail with this method - from an analytic point of view. Only (small) problem is the US-accounting definitions for me. Especially the SGA-costs. I know that G&A are overhead related. But the S - IMHO they are related to sales volume directly ? Isnt' that the case ??. Pls. give me a hint if You have an impression here... best wishes CROSSY