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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 (64669)10/5/1999 2:58:00 PM
From: hjz  Read Replies (3) | Respond to of 120523
 
Each rally seems to be met with more selling and with the bond trading at 6.14 % that is not good news.

HJ



To: Jenna who wrote (64669)2/9/2000 1:43:00 PM
From: Jenna  Read Replies (2) | Respond to of 120523
 
VMSI and MNMD (earnings play for today), the personal comment was made on MNMD in October.. ...thumbs up to Frederick Wise of Bear Stearns & Co Making his case for investors to look at MiniMed (Nasdaq: MNMD - [eds. comment
a personal favorite] Faulkner offers, ''It's a dominant franchise with no visible limit on
its growth in the next several years. They have 80% market share in the U.S., they
are raising prices, growth has been accelerating to the high 50% range for pump
placements, and add to that their remarkable pipeline of everything from insulin
cartridges, on which they can make money, to a blood glucose sensor, to a type-2
patch-type pump.''

Wise states, ''Two of my favorites right now are Ventana (Nasdaq: VMSI -
news) and IDEXX Labs (Nasdaq: IDXX - news). I think it's a great time to be
buying both, because both companies have terrific products, unique
franchises, they are real companies, and both have the potential for
above-average growth.''

VMSI was an earnings play that triggered back in October at $20 but it was never really followed up and paled in comparison to the 'hot' internet sector at the time. Today it traded as high as 50. VMSI was also an earnings play last July but still was unrecognized and moved up from 18 to 22 before moving back down in August.

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