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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 (2954)	12/2/1998 2:05:00 PM
From: Crossy	Read Replies (2) \| Respond to of 37387

Rick & all, software stocks we've been watching on the roll or getting hot.. MANU .. rumors of a possible news piece with ORCL(?) plus amassing of inside buying.. APLX .. insider buying JDAS .. picking up, inside buying.. CMND.. Y2K company bottoming out. Below Book, at CASH VALUE, no debt.. best regards CROSSY

To: Rick C. who wrote (2954)	12/2/1998 4:34:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Hi again Rick, congrats on Your pick JDAS. Is doing great. You should have gotten your GTC order in PIR executed today. Was at 9,88 this afternoon. EBSC also weak. I didn't yet load up. Good that I'm out of EGGS. Ship is going down really fast <g> Want to stress another pick I uncovered recently: PAMC Provident American. Health insurance. Owns 80% of www.healthaxis.com. Other 20% is owned by AOL. Well they sell health insurance over the Internet. By cutting out the middlemen (insurance agents) they will offer 15% discounts for net-brokered plans. Web based administration will cut costs further 25%. Means SGAA & COG percentage should increase from web business. 2-year exclusive & renewable portal & link deals with AOL, CNET, LCOS, Infoseek. Over 12 million audience thru these deals. Now if just 1% of them gets such a health insurance it would be 120.000 people. Multiply this by the average health-plan (got no idea what this costs in the US) to get a realistic estimate of potential revenue.. best regards CROSSY