YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Crossy who wrote (1098)	1/19/2003 6:11:25 PM
From: Sergio H	Read Replies (1) of 23958

Crossy, Thanks for taking a look and commenting. I agree. I took a small position in SYNA for a possible earnings run, but I might hold. And as you indicated, the Foveon story is still very in early development Of the three, KZL is most likely to get a nice bounce on earnings (confirmed by Kew W's ta - thanks Ken) and PVN is probably the most undevalued. It's not often that I do earnings plays or take a position just for a quick turnaround, but I think that these three are attractive holds without much risk in the event that earnings pop fails to materialize. On ALU, do you think there will be a settlement before Feb.? Very favorable article in this week's Barrons on pharmaceutical management, similar to SMAN's new area. CLGY insider buying continues and two news items are expected shortly: CLGY now has the bucks to re-sunmit Cellegestic NDA and a marketing deal for Tostrex in Europe.

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