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Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Ben Smith who wrote (1348)	2/19/2000 1:57:00 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 2001

No comments on todays action? Anyone notice the blatant attempts - occasionally successful - at driving the price down using 100 share sacrificial offerings? Any thoughts on the effect of options expiration versus the general market? It's slowly dawning on my that Gliatech has something I like a great deal: focus. At first glance, it appears that the ADCON products are totally distinct from the rest of the company's efforts. But it's worth noting that they all share a common origin. All came about as a result of a detailed study of how glial cells behave. Yes, this is an oxymoron of sorts since the company is after all called Gliatech. But it's easy to miss this and think that they branched out into something completely different while they really didn't. Call it unpaid hype if you like - Rick, I'm sure you already know so you're welcome to call it a trivial observation - but I really do feel it's an important one. Incidentally, I feel that NABI is in a similar situation. They collect a lot of human plasma; generally from people with antibodies to diseases of interest. That's how you get the gamma globulin. But as a result of a business focused on that, they get to take a look at all sorts of interesting things present in the ``samples" they get. This is a valuable research tool in and of itself. No, I didn't like todays action either. But if you look at the chart, it doesn't look particularly bad. More like normal brownian motion within the trend. And this in a down market and on an options expiration day. Not bad at all. In the words of the immortal Cato, et sequitur, I believe all GLIA shorts should be terminated with extreme prejudice. And to satisfy truth in advertising, this is unpaid promotion and I'm kind of long when it comes to GLIA shares! Moreover, I can use all the help I can get; my grass shack needs a lot of maintenance..... Thanks, Torben

To: Ben Smith who wrote (1348)	3/14/2000 8:54:00 AM
From: Ben Smith	Read Replies (2) \| Respond to of 2001

Received my WIRED magazine for April. On page 282 under NEW MONEY with a heading Microsoft's Universe, Gliatech is mentioned. Gliatech is only a small speck of a planet but it is way out there with the big boys. Kind of shows what Rick Harmon and Dr. John M. de Castro have been saying about the potential for Gliatech. Microsoft's Universe How many dollars does your business generate per employee? How much profit per unit sale? By combing big revenue per employee with high gross margins and brisk sales, you could be he next Microsoft. This image plots the Nasdaq Composite Index as a spiral galaxy. Market cap is represented by size. Revenue per employee is measured as distance from the center (0), spanning to the outer ring ($730,000) and beyond. Gross margin increases clockwise from 0 to 100 percent, shading from deep blue to hot red. The old giants of the Nasdq galaxy include Microsoft (MSFT), Intel (INTC), Cisco (CSCO), and Oracle (ORCL). Dell's size is unique in the low-margin area. But wait - what are those bodies hovering around Microsoft? Mostly, they're in biotech - like Amgen (AMGN), Gilead Science (GLID), and Gliatech (GLIA) - and fossil fuels, such as Basin Exploration (BSNX), Miller Exploration (MEXP), and Toreador Royalty (TRGL). Enterprise-software vendor Veritas (VRTS) has the makings of big red, but Yahoo (YHOO) comes closest to matching Microsoft's combination of valuation, margin, and productivity. Stargazer advisory: Keep your telescope trained on eBay. WIRED APRIL 2000