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

To: Rick C. who wrote (2844)	10/22/1998 7:49:00 PM
From: Crossy	Respond to of 37387

Dear Rick, to confess my exams have been a mixed bag - was very succesful with one, now heading on to marketing - one of my majors. 3000 pages are waiting to be fed. It'S tedious but hopefully rewarding.. Regarding SIII I didn't make the move yet but I have the feeling that we will be served with another nice entry opportunity. Remember, they will report their Q3 soon and it won't be a result to be proud of. While first shipments of Savage3D (initial, non-volume production) may be reflected in the numbers, also the ramp-up costs AND the ad-blitz will definitely be shown there as well. This leads me to believe they won't even make their estimate, now a quarterly loss of -0.30 $. So the stock can tank again and retest its bottom near $2. Then I'll be ready Let me tell You I really like their Savage3D product - design simplicity, cheap to manufacture and highend by specs - that's what I WANT TO SEE in such a product (grafix accelerator Silicon). Regarding COHR - I do like their porfolio - they will find themselves into so many DVD players so they must make some money out of that <g>. Regarding IMUL why won't they make the cut once ? Antiallergicans are a roaring niche, why shouldn't the hit the mother lode ?? They got plenty of cash - so they have much time left. Regarding EGGS, let me tell You I really like retailers - if it's Software, I like it even more. EGGS got a nice Tom de Mark BUY indicator (Sequential Study) right now. It's really time to load up that one.. best regards CROSSY bTW: don't take this market too seriously. It's time main world markets look to INTERNAL FACTS instead of just reacting to external "risky" developments - that's exactly why I don't put too much faith in the badmouthing of our (US and Europe's) economies at the moment.

To: Rick C. who wrote (2844)	10/26/1998 4:43:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Rick & all, Let me highlight the following companies: TLTN & MASK (both growing nicely in the shadows) CPQ & AMD (teaming up and generating synergies in the ties) ORCL (only company withstanding MSFT in their segment) all look good at current levels. Watch: STRX .. getting ready soon STGC ... will need more time and finally wait for a retest of $2 for SIII, because... As I expected, their loss is FAR GREATER than estimate of -0,25 S3 Q3 Shr Dil Loss $0.69 Vs Profit $0.0. (Reuters headline) This means . SELL OFF TOMORROW. Give it a retest to $2 and under before thinking about loading up. You know I value its prospects but I know market emotions.. best regards CROSSY