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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 (2869)	11/10/1998 3:41:00 PM
From: Crossy	Respond to of 37387

Hi Rick, congrats on Your EGGS - You & Iris had Your big day today. This stock is really steaming ahead. Wished I had entered it.. My portfolio is also doing quite ok. AMD, PWAV up nicely, CPQ & HWP up a tad. Regarding TLTN an entry point is near. If the gap from 16-19 gets partially filled, it could be wise to load up near $17.. If You want a cheap PC related stock, look no further than MXTR (Maxtor). Best valued harddisc play, gaining market share also.. STRX of my watchlist also steamed ahead. Too much greed on my own <g> so I didn't play this either.. Last but not least, look to EBSC. Retail (department store). Could double over next 3 months from 14.5 to 29.. best regards CROSSY

To: Rick C. who wrote (2869)	11/18/1998 7:04:00 AM
From: Crossy	Read Replies (1) \| Respond to of 37387

Dear Rick, now that I sold my PWAV for 15.25 yesterday it's time to open a new position. It's hard given the number of interesting plays out there. 1) TLTN will report Nov 19th after the close. Was expected to hit 0.33 this quarteer, preannonced to the upside range 0.40-0.42. But the nice thing is: consensus for next quarter is still 0.16 acc. to First Call. Now there's a conference call immediately after. Could pop anew if analysts raise next quarter to juist 0.30 or so, I mean this is a non-saisonal business. Company did revenue quarterly sequential increases last 2 years. PSR of 1.00, no debt. 2) EBSC will report in February. Interesting company. Will earn at least $0.85 this quarter. High in excess of $1.00 is possible. PSR of 0.35 3) COHR medical sector quite strong, in photolithography is making inroads into ArF laser segment (protoype stage) at the expense of CYMI. Solid company, no debt, PSR of 0.80 I guess will move my position into TLTN. If this one runs towards $30, I'll sell and switch into EBSC best regards CROSSY BTW: mid term watch : MASK - photomask shortage 12 months ahead..