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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (48455)	7/3/1999 9:53:00 PM
From: Jenna	Read Replies (5) \| Respond to of 120523

My current favorite: GMST, a real GEM.. The leading provider of electronic program guides, such as VCR Plus and Guide Plus Gold, Gemstar still looks like one of the best bets in interactive television. That's because the company's collection of patents and licensing deals simply continues to deliver increasing returns as Gemstar moves closer to establishing its service as an ad and commerce driven portal from the TV side of the convergence of television and the Internet. The recent influx of business pushed the company's net income up 37% to $26.7 million giving Gemstar an impressive net profit margin of 45.5%. Not to mention the fact that GMST has $214 million in cash and no debt. Revenue is now pouring in from manufacturers such as Sony, Microsoft and Philips that license this technology from Gemstar for $10 per unit. But the ultimate payoff for GMST will come from interactive advertising. Advertisers not only want the prime exposure but they want the valuable demographic information Gemstar provides. Viewer habits can be tracked through exclusive technology, which can also identify target audiences for advertisers. In the United States alone, data for Gemstar's easy-to-use program services are carried on the ABC, FOX, CBS,NBC UPN and PBS networks. Gemstar's electronic program guide has also been built into new TVs' VCRs and TV/VCR combination.

To: Jenna who wrote (48455)	7/4/1999 2:04:00 PM
From: SMALL FRY	Read Replies (1) \| Respond to of 120523

Jenna, Hot diggity. As Burjis always say: "Brilliant people always think alike... fools seldom differ." As part of my IT holding renovation/diversification, I bought into IMNX, IMCL and this little company VICL... I figured it's time for biotechs to make a few moves with the publicities they've been accorded recently. IMCL and IMNX we all know... VICL (Vical Inc) begun their Allovectin-7 (metastatic melanoma cure) Phase III trials in mid-1998 and target launch date is early 2000. VICL - worth a DD I believe... I have a small position and intend to add if the biotech/gene therapy sector heats up. Regards, SF

To: Jenna who wrote (48455)	7/4/1999 2:24:00 PM
From: nelli	Respond to of 120523

Too late for this little wonder of a company. PNU got a heck of a deal! Pharmacia & Upjohn to Acquire SUGEN, Inc. biz.yahoo.com

To: Jenna who wrote (48455)	7/5/1999 1:07:00 AM
From: Harold Boxenbaum	Read Replies (1) \| Respond to of 120523

Jenna et al, GMST looks terrific, but makes me nervous because its so great. Will it have another big up-side move, or will it correct? Any feelings? As a pharmaceutical scientist, I've always been interested in pharmaceutical stocks. I worked for one of the companies you cited, and consult for some of the others now. IMCL has a fantastic chart history and present pattern. In the recent past, it had a combination cup and handle which was also an ascending triangle. It acted as the chart suggested. Presently, it appears to be forming a nicely falling flag (on low volume - great sign) or a pennant (even better - pennants are my favorite pattern). As you indicated, it had great success in testing an antibody for cancer. This was a phase III study, which is the final phase study before an application. Another phase III study will or has begun. I like the chart pattern, since it has an easy to detect sell stop. Either the flag falls > 33% down the flag-pole or the pennant breaks downward out of its shell (Boxenbaum method <g>). IMCL, is still burning cash. "Many a slip between cup and lip" (trite but true). I expect about 80% of pharmaceutical biotech stocks to bite the dust. The weeding out has already begun. In some cases, buy-outs of pharmaceutical biotechs are bargain sales - buyers take the libraries of drug candidates and gut the staff. The so-called planned (failed) merger of AHP with Montsano was a de facto purchase of Montsano by AMP to obtain the Montsano agricultural business. Had this merger gone through, I would have expected many Montsano employees to have been given 6 month termination packages. BTW, is CREE or another company going to be the next Intel? When Clinton took office and tried to implement what we used to call "socialized medicine" in the 1960s, pharmaceutical stocks fell. When government controls prices, prices fall. When it became apparent the Clinton plan would fail, the stocks rallied significantly. Now there is talk of Rx drug coverage by Medicare, which would reduce pharmaceutical drug sale margins. Canada has a quasi system of price controls, and profits are a lot less than in the US. In any event, are we due for a broad-based correction? If you look at the chart for CREE, the up-slope in very steep. It can't go on much longer, can it? Harold.

To: Jenna who wrote (48455)	7/5/1999 1:59:00 AM
From: Street Walker	Respond to of 120523

Add to your biotech list: IDPH quote.yahoo.com Their anticancer drug, Rituxan, is awesome! And they maintain favorable 25% profit margins. S.W.