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Biotech / Medical : Colorado MEDtech, CMED

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To: Paul K who wrote (238)	7/30/1999 10:42:00 AM
From: Paul K	Read Replies (2) of 288

from Yahoo... messages.yahoo.com Posted: 07/16/1999 12:04 am EDT as a reply to: Msg 1732 by fundotech Powerful Info about current move by: gigabank 1733 of 1834 Those of you who remember me will recall that I have what is probably the very best insight into this Company...so here goes. The reason for yesterdays move was the following posting from Advest: COLORADO MEDTECH (CMED)- New program wins keep CMED ahead of expectations. We believe CMED is on track to reach or exceed our Q4/99 earnings estimate of .21 (16.7% sequential growth) verses consensus of .20, on over $19 million in revenue. New program wins with Hitachi (NYSE/HIT $103.94) (MRI system) and VHA, not to mention an accelerating trend for medical device outsourcing, bolster our confidence in the company's ability to consistently grow their business. To date, we have been "conservative" in the construction of our revenue assumption and have "deliberatly" ommited revenue potential tied to new as well as existing programs. Our current FY"00 revenue estimate of $90 million asumes 35% from new programs,10% from Genprobe and 5% from Dupont (50% other). If we look at the true potential of Genprobe, Dupont and a new ""undisclosed"" win, there is a furthur $25 million to 30$ million of potential sales CMED could realize over our current assumption. We reiterate our STRONG BUY rating. (MY NOTE: I believe the undisclosed "win" is a huge contract for Probe Arrays from Affymetrix (affx). See previous from GIGABANK (way back),for excellent analysis of this Firm.You will note that I haven't missed a beat yet. The next stop is about $31-$32.(I think alot of you are doing things but not getting alot done).Thanks to all who have new quality info to add...Remember, become the stock,don"t "think" it! What is the voice in your mind saying? Just answer the the question...UP or Down. Don't argue with the answer. "I clearly hear up". Good luck and follow your Heart...

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