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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 (2769)	6/3/1998 3:26:00 AM
From: Crossy	Respond to of 37387

Bosco, regarding PAIR - I feel that xDSL will not be a one-stop shop but there will be MANY interoperable products. This puts the highest-margin players in a sort of squeeze. The Price to Sales ratio of PAIR is now lower, at 3.5 instead of 4.5. Look to AMUT, they got a PSR of 0.8, TLTN has 1.5. All are using someone else's chipset: Siemens, Alcatel, Orckit etc. This means the high-margin players should feel a squeeze. Just look what happened to modem-makers or NIC manufacturers. Same issue here. Nice to hear You escaped CTYS danger. FSCX I think is still a solid thing. Let's wait and see. Perhaps its justified to get into it post-reorg. best regards CROSSY BTW: HICO completed Channel 11 and debt refinancing. Looks good

To: Bosco who wrote (2769)	6/3/1998 3:54:00 AM
From: Crossy	Read Replies (2) \| Respond to of 37387

Bosco, on CTYS I was torn between greed and intellect. First I had a positive exhaustion signal at $9. Then I decided to read the thread. The ominous "floorless convertbile" I spotted there. Since I wasn't that SEC literate back then I asked Zeev about his opinion and he was so nice to devote some time (a sparse resrouce) to dig up the whole story. The most sad thing for me was those many investors preferring to looking at their own levels of greed instead of SEC-proved facts as their judgement of investment. That'S what worries me but it's a problem everyone has to overcome for himeself. A trade union approach wouldn't do it <g> Ok, right now I can only point to MASK (Align Rite). This is the best techstock company I know right now in the semi field. Second best probaby RFMI. Can only advice to buy on dips. MAybe we will see $13.5 again. (perhaps in summer when everyone is on vacation and trading is light). That would be a signal to buy to the max. This company is growing faster than their competitors. Within 12 months this time they should SIGNIFICANTLY increase their market share. Think of them as of a "GENERIC Rx drug business model" in the lithographic segment. They let others spend themselves mad (costly R&D) and then go for the cashcow approach. In this way they also avoid premature equipmt spending. They comitt when the stuff is proven. In fact I predict their market share of total mercheant shop revenue level should increase from now less than 10% to more than 13-14% within 12 months. (when new eqipment is in production) Guess what this means: sales should grow to over $70 million for FY99, providing a fist price target of $30 for 12-18 months. best regards CROSSY