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To: Mama Bear who wrote (8069)6/27/1999 11:40:00 PM
From: WebDroneRead Replies (1) | Respond to of 118717
 
Dale- I LIKE those Barrons Roundtables!

Buncha rich guys sitting around saying "Watcha Like?" and "Dunno, market kinda makes me nervous!"

And you read what they are talking about, sift through their picks, and know that the recommended stocks are gonna jump monday morning.

What caught my eye is VARI. Varian. I know their NMR Spectrometers and Vacuum rigs. There is not much info out there, because they just split off of Varian Associates in April.

PE is sky high- not a value stock. But I'm gonna watch it and see what it does.

Web



To: Mama Bear who wrote (8069)6/28/1999 12:21:00 AM
From: peter a. pedroliRespond to of 118717
 
here is one that compares INPH. i think that i was here before
the break so i'm just reaching out for those that are looking
for something new...

Based on INPH closing price of $18.6875 on 06/25/99
Percentage price change year-to-date 167.0%
Percentage change, last 52 Weeks 170.6%
Price/Earnings Ratio (last 4 quarters) 39.7
Price/Sales Ratio (last 4 quarters) 1.5
Market Capitalization $104 million



To: Mama Bear who wrote (8069)6/28/1999 3:12:00 AM
From: Dale BakerRespond to of 118717
 
ANCR - all I can figure is that everyone thinks the SUNW contract will bring in at least $100 million of business based on the warrant structure. That's a helluva change for a company with less than $5 million in revenue TTM (I have no idea if the $100 million will happen in one year or several years).

I wouldn't short ANCR until it breaks but I wouldn't go long either with a 21-million share float.



To: Mama Bear who wrote (8069)6/28/1999 10:35:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
I a sitting here watching ANCR go up, up and up some more. I need to go read up on ANCR and convince myself to go long.

This looks like the real thing; not many pullbacks in the 5-day chart.