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


To: Iris Shih who wrote (2971)12/4/1998 10:02:00 AM
From: Crossy  Respond to of 37387
 
Iris,
ADI is pretty expensive. LSCC I like better. MCRL ? no idea. need to research this one better..

CYMI & ASMLF I think are not justified at current levels.

But I do like photomasks & ETEC. MASK's low volume? Underfollowed. This quarter will be INLINE with estimates. But next will be a BLOWOUT. I expect them to do really well next quarter. Only problem is to know when to loadup more MASK. Before or after the earnings ??

best regards
CROSSY