IPO and Other Stock Plays Message Board

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Strategies & Market Trends : IPO and Other Stock Plays

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From: yossarian67	5/5/2005 10:05:16 AM
	Read Replies (1) of 13331

sma: 'explosive demand in business, notably knee system'. actually were asked about being conservative on guidance going forward: 'yes still conservative, just not as conservative'....hey these guys learned how to play the game nicely/early---lowball and come in a blow them away. they're expanding design/development again after just expanding in january...say that pricing pressures are actually driving biz to them as they do total systems and can develop specific product thru to completion cheaper. lock-up june 7 potential for a secondary exists--'always looking to increase liguidity'...the way these guys talk, that sounds like they'll be doing a lock up ezpiry secondary. analysts seem a bit stunned at guidance...they just weren't expecting numbers this good. current capacity exists to do 20% more than current revenue forecasts--in other words capacity not an issue currently. japan/taiwan unexpectedly picking up----plan on expanding in asia/eastern europe, early stage currently. I don't see how this stock doesn't go to new highs....it looks to me as if the potential here longer term now is for these guys to be a major big player in the biz.

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