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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: Kavika who wrote (69525)	11/3/1999 3:06:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

PPRO,AIRO, CAMP, NEON, QWST, TIVO, USWB, CNQR, VERT, GBLX, RRRR, USIX, ACRU, ESTM, MSTR, SONE, TALK are Market Gems picks from the watch lists and newsletters..although others have either found them first or adopted them afterwards, we don't keep track. The others belong to the other posters on this thread, but they are now in MG's scope as well. Some were earnings plays, like CAMP,USWB,CNQR,VERT,ACRU,ESTM,MSTR,SONE.. others TALK, RRRR, USIX, TALK were momentum plays. All will be seen again for sure.

To: Kavika who wrote (69525)	11/3/1999 3:11:00 PM
From: bobby is sleepless in seattle	Respond to of 120523

SBAC... involved with the tower building/buying in the wireless sector...BIGT reported today, and the market welcomed it with a warm reception... SBAC is slated to report on 11/9, and has been languishing in the 9-10 area....as always, do your dd...I'm in and will add one more time on a dip and will see what happens as earnings approach...please verify earnings date. Pinnacle Holdings Inc. Reports Third Quarter Earnings SARASOTA, Fla.--(BUSINESS WIRE)--Nov. 3, 1999--Pinnacle Holdings Inc., (Nasdaq:BIGT - news) Wednesday reported significant increases in revenue, tower cash flow and EBITDA for the third quarter ended September 30th, 1999. For the three months ended September 30, 1999, revenues increased by over 169% to $23.1 million from $8.6 million during the same period in 1998. Tower cash flow increased to $16.2 million for the period from $6.7 million for the same period last year. Earnings before interest, taxes (other than real estate), depreciation and amortization, or EBITDA, grew to $12.5 million for the third quarter compared to $4.2 million for the same quarter last year. The net loss attributable to common stock shareholders for the quarter was $15.5 million compared to $10.7 million for the same period in 1998. For the nine months ended September 30, 1999, revenues increased by over 131% to $48.8 million from $21.1 million during the same period in 1998. Tower cash flow increased to $37.1 million for the period from $17.2 million for the same period last year. Earnings before interest, taxes (other than real estate), depreciation and amortization, or EBITDA, grew to $28.6 million for the period compared to $9.5 million for the same period last year. Commenting on the third quarter results, Robert J. Wolsey, Chief Executive Officer, said: ''We are very happy with the results for the quarter. The results reflect the continuing strong performance of our sites. During the quarter we closed on 1,987 sites. In keeping with our philosophy that the best sites already exist we focused our efforts on accommodating rental demand, and during the quarter we also completed numerous augmentations and built additional towers. Not only have we experienced dramatic growth in sites and revenue but we have also grown our management team. We continue to position the company for more consolidation activity.'' Ben Gaboury, President of Pinnacle Towers, added: ''Our annualized same store revenue growth for the quarter was approximately 20%. Our lease-up activity is strong and this growth is evident by the number of site augmentations that were completed during the quarter. Our construction department has rapidly and efficiently created the capacity that our new customers have demanded. Our customers are generally choosing to use existing sites rather than wait for the permitting and construction of new towers.'' Steve Day, Chief Financial Officer concluded: ''This quarter has been the busiest ever in many respects - leasing, augmentations, mom and pop deals, land acquisitions and Motorola. We are very pleased with our results and our progress in the short term with the integration of Motorola's assets. We continue to see our business plan work.'' Pinnacle announced several new appointments including the addition of David Koehler to the position of Vice President of Finance and Christine Shirley to the position of Treasurer. The company has elected Mr. Peter O'Brien to its' Board of Directors. Mr. O'Brien was formerly a Managing Director for Merrill Lynch where he worked for 28 years in the Equity Capital Markets division. Currently he is a member of the Board of Trustees of Colgate University, a Board member of the Legg Mason Family of Mutual Funds and a Board member of Hill House, Inc. Mr. O'Brien fills a vacancy recently created when Jamie Dell'Apa, a Director and Officer of the company, resigned those positions.

To: Kavika who wrote (69525)	11/3/1999 3:11:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

<Earnings Play Update>> SONE and Stock #5 EP 11/4 #5 EP 11/4 first time mentioned this one did trigger on 11/1 and has been up since although I have not played it before. It reports tomorrow probably before the open so if you don't take a small position tonight, you can watch it bright and early. This isn't the kind of stock that gaps up in the morning. The stock as well as the sector has been so beaten down that any news short of an earnings shortfall, which is unlikely, will probably lift the stock SONE.. was an earnings play also on the watch list because it's technical picture just begged to improve. This morning as hoped, it triggered early but I was able to enter only at 41 3/4 exited 1/2 position at 47 1/16 still holding some into the last hour as I'm still hoping for a second rally in SONE.