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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 (3004)	12/16/1998 7:30:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco, Invisible underwear ? Sort of Emperor's new clothes ? Well - add some Internet spice to it and you surely can IPO it with expected PSR multiple of 50 <g>. PCTH was beaten terribly. But their acquisition strategy should pay off nicely mid term. Insiders buying heavily. Good sign IMHO. Yes I wanted to imply that we may see another rate-cut. I do think so - yes. (should have been in the last line) best regards CROSSY BTW: imagine, could get an unexpected XMAS present. MIDL could be trading again soon <g>. Never thought of that..

To: Bosco who wrote (3004)	12/24/1998 9:33:00 AM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco & all, first of all a wonderful X-Mas to you. Hope you will be rewarded in the market for your efforts.. Alert: My pick from last trime: PCCC (I recod it from $14 down to $11) is UNDER STEAM now. CNBC mentioned it yesterday, and the bid on Etrade is already at $38. Another MZON. Hope you can benefit from this pice of resrearch of mine.. Good e-biz stock is also PAMC (under $9). Health insurance on the net. Big potential, AOL, LYCOS, CNET etc. exclusivity. AOL invested 10% in the healthaxis.com venture. Great opportunity IMO. CMPL is also good under $16. Bullish news (interview on cbs.marketwatch.com soon to be published) Regarding the semis, I want to caution all investors on IDTI, AMD, NSM, INTC, CYMI etc. This group should get under shortterm pressure. Could be the next group to really break out. But for now it's shortterm correction mode.. Only excpetion: TDDDF. Safe to enter now under $5. Their Permedia 3 will change the equilibrium in 3D-graf markets. This is probably the * ONLY * contender to the Vodoo3 from TDFX. Look to load up on telcom plays: PWAV, STRX, IDTC, TLTN, STGC all are looking rock solid and should enjoy a terrific year ahead. best regards and happy holidays CROSSY