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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (241)	3/3/2000 1:39:00 AM
From: BRAVEHEART	Respond to of 423

Hi Tuck, Here is a one month update for some stocks picked around Feb the forth. The only dog proved to be LACV. Every other stock provided in excess of 50%. NEOP $1.25...Peak $3.5 180% CYPB $2.75...Peak $5.25 90% NEOT $11.50...Peak $23 100% CBMI $4.......PEAK $24 500% CTII $6.......PEAK $16 160% CNSI $1.75....PEAK $2.6 45% MATX $7.5.....PEAK $21 175% LCAR $4.......PEAK $5.5 33% DRAX $1.75....PEAK $4.75 175% BLSI $8.......PEAK $16 100% clearstation.com clearstation.com OK Tuck we cannot expect such dramatic results every month. Let's have a target of 50% w/i a months time period as a guide. I am going to set up a site at clear station where those who share in the thread can enter buys & sells on their recommendation. To gain access one will have to show some convincing skills by sharing picks for a month with 50% returns success. Here is the site for our joint portfolio. I would like to see some others join in or at least point out stocks they believe are undervalued with a reasonable explination of why we should anticipate a price move to justify inclusion. Provided the technicals suit an entry point we will include it as part of the portfolio. While this thread is dedicated to primarily biotech it is in no way limited to biotech stocks. In fact I expect 50% Biotech & 50% other stocks a healthy diversification approach... clearstation.com I would look to PARS for some upside momentum in the near future... Here is a blank page for recommended stocks...Let's fill it with winners... clearstation.com This is not a place for current holdings but new stocks with ideal entry points...with near term fundamental upside with low risk. Sorry those stocks with products before the FDA near term ( w/i weeks ) will not be included unless they are device approvals. Too many drug reviews are rejected and I don't want to lead anyone down that path. I expect some agreement on a pick's fundamentals & technicals before it is included into the portfolio... TUCK I will send you the pass word Privately so you can access the portfolio. PS: Yes PETM has been a dog. However with a positive outlook I see a low risk potential for 50% returns in a months time. One cannot work their entire portfolio in high volitility. Hence 50% in low risk in say 4 to 6 weeks is not bad IMO as a diversification approach. PS: if one is not a member of SI yet reads this thread & wishes to have a favorite stock considered for inclusion please feel free to E-mail me and I will present those with convincing potential. BRAVEHEART333@HOTMAIL.COM BEST WISHES Jeffrey

To: tuck who wrote (241)	3/3/2000 11:36:00 AM
From: BRAVEHEART	Respond to of 423

Thing of Beauty Tuck...HINDSIGHT of course... Here is an article which interested me a year ago... Company Press Release United States Display Consortium and Needham & Company to Host Flat Panel Display Investors Conference in New York Investors Conference to Target New Investment Opportunities in the $15 Billion FPD Market SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 23, 1999-- Technology trends and new investment opportunities in emerging markets for flat panel display (FPD) manufacturing will be among the topics discussed at the USDC Investors Conference, sponsored by the U.S. Display Consortium and investment firm Needham & Company, to be held at the Marriott Marquis in New York, N.Y., on Tuesday, March 2. During the all-day event, senior executives from 19 publicly traded and private companies will present their business strategies aimed at competing in the global FPD market, which market research firm Stanford Resources Inc. estimates at US$15.6 billion annually. Also featured at the conference will be a presentation by Michael Ciesinski, president and CEO of the USDC, on emerging FPD market opportunities. His presentation will address a wide array of consumer and industrial markets, including the entertainment, communications, transportation and medical industries. These opportunities were previously outlined in a market research report commissioned late last year by the USDC. Dr. J. Norman Bardsley, director of technology roadmaps and standards for the USDC, will open the conference with a presentation on FPD technology trends. ``It's a great time to be looking at investments in the display industry,' stated Ciesinski. ``With our economy becoming information driven, the need to access information in a variety of settings is more apparent now than ever before. This will accelerate the need for advanced displays.' ``The USDC Investors Conference is a major opportunity for investors to meet and visit with companies in the emerging high-technology flat panel display markets,' said Theodore O'Neill, principal and research analyst at Needham & Company. ``Needham & Company is pleased to be a co-sponsor of this event, which is the only conference of its kind focused on the advanced FPD industry,' O'Neill added. Presenting companies at the Investors Conference will include Accudyne Corporation, Advanced Display Systems, Applied Films Corporation (NASDAQ: AFCO - news), Colorado MicroDisplay, Display Research Labs, Elsicon Inc., FAS Technologies, FED Corporation, Photon Dynamics (NASDAQ: PHTN - news), PixTech (NASDAQ: PIXT - news), Planar Systems Inc. (NASDAQ: PLNR - news), S-Vision, SI Diamond Technology (OTC BB: SIDT), Siliscape, Stellar Display Corporation, Supertex (NASDAQ: SUPX - news), Three-Five Systems (NYSE: TFS - news), Universal Display Corporation (NASDAQ: PANL - news) and White Electronic Design Corporation (AMEX: WHT - news). The USDC Investors Conference will be held at the Marriott Marquis, located at 1535 Broadway, New York, N.Y., on Tuesday, March 2, from 8 a.m. to 7 p.m. Attendance is free. For more information or to register for the Investors Conference, contact Michelle Alt, USDC, by phone: 408/277-2400; fax: 408/277-2490; or e-mail marcom@usdc.org. The U.S. Display Consortium is an industry-led, public/private partnership providing a common platform for flat panel display manufacturers, developers, users and the manufacturing equipment and supplier base. Headquartered in San Jose, the consortium has more than 100 corporate and affiliate members, as well as support from the U.S. government's Defense Advanced Research Projects Agency (DARPA). USDC's mission is to establish and enlarge the U.S. supplier infrastructure required to support a world-class, U.S.-based manufacturing capability for high-definition displays. Governing board member companies include: Candescent Technologies Corporation, Compaq Computer (NYSE: CPQ - news), dpiX (A Xerox Company), FED Corporation, Planar, PlastDisplay, SI Diamond Technology, Texas Instruments (NYSE: TXN - news), Three-Five Systems, Universal Display Corporation and Versatile Information Products Where are they today... finance.yahoo.com So let's scan those Investor Conferences for cutting edge technology Undervalued Situations... Jeffrey

To: tuck who wrote (241)	3/3/2000 1:32:00 PM
From: BRAVEHEART	Respond to of 423

BRICKS & MORTER TUCK... Second thoughts on PETM...I'll sell it once any .com hype has played out there. It doesn't make good business sense IMO. Huge Costs...Where are the returns. Heck it makes Biotech look relatively sexy... FEATURE - Internet retailers face tough times By Andrea Orr PALO ALTO, Calif., March 2 (Reuters) - It was barely a year ago that investors could not get enough of Internet retail stocks, and new online stores that mimicked Amazon.com (NasdaqNM:AMZN - news) were appearing on a daily basis. While few people expected that level of euphoria to last, the industry is, nonetheless, alarmed by how swiftly and severely fortunes have reversed. ``E-tailing' has become something of a dirty word among even the most enthusiastic Internet investors, with many venture capitalists say they will back anything but an Internet store. Most of the e-tailing stocks that have recently gone public -- like Pets.com Inc. (NasdaqNM:IPET - news), Buy.com Inc. (NasdaqNM:BUYX - news) and VarsityBooks Inc. (NasdaqNM:VSTY - news) -- are trading near or below their IPO prices. Shares of the online pet supply store Pets.com, for instance, hover around $7 a share -- more than 30 percent below the $11 a share where it debuted less than a month ago. Internet shoppers spent $5.3 billion on retail goods such as books, CDs and clothing in the fourth quarter of 1999, just a fraction of total U.S. retail sales, the Commerce Department said on Thursday. In its first-ever estimate of ``e-commerce,' the government said online retail sales represented only 0.6 percent of the $821.2 billion in total U.S. retail sales for the period of October through December. NO PROFITS Even more stunning is that some of the e-tailing pioneers -- including Drugstore.com Inc. (NasdaqNM:DSCM - news), eToys Inc. (NasdaqNM:ETYS - news) and the software store Beyond.com Corp.(NasdaqNM:BYND - news) -- are trading at a fraction of their highs for the year. Some are running out of cash and retooling to focus less on retailing, which increasingly is seen as a questionable business. For all the double-digit, single-day gains that initially made these Internet retailing stocks famous, it seems that their subsequent drops to the downside were almost as large. Abhishek Gami, an analyst with William Blair in Chicago, says the 48 e-commerce stocks his firm tracks have risen an average of just 7.8 percent since June of 1996. ``They've way underperformed the overall market,' he says. Bob Walberg, with Briefing.com in Chicago, says ``investors are finally beginning to question these business models.' Analysts are hard-pressed to find a single pure-play online retailer has turned a profit to date. While the famously unprofitable Amazon.com continues to win some support for its strategy of delaying profits in order to build its operation, investors are not so willing to make this leap of faith for lesser online retailers that do not have nearly the customer base or brand recognition of Amazon. The question now being posed to most e-tailers is not when, but if, they will ever make money. WHAT WENT WRONG? How did a business that seemed to define the booming tech-driven economy, find itself in so much trouble? Many critics now say there was a gross miscalculation built into the assumption that retailers could slash overhead costs merely by doing away with the lumbering ``brick-and-mortar' stores and setting up virtual shops online. ``There are a lot of parts you need to build before you can make money online,' Gami notes. "Amazon is spending billions of dollars to build out its distribution facilities. ``I still think (Internet retailing) will be huge ... but the key point is that you really don't make a lot more online than offline. E-tailers don't have stores, but they still have to build warehouses and infrastructure, and they still have to hire people to deal with returns.' Not all e-tailers think their expenses will rise as high as they are for their offline counterparts, but most now admit there are costs that were overlooked initially. In an industry packed with like-sounding businesses, hefty spending on advertising has been imperative to building a strong brand. Even Amazon found it needed to increase advertising spending beyond what was planned for the last holiday season to spread the word that it was no longer just a book retailer. And many smaller online merchants spent upwards of $3 million for a 30-second slot during the Super Bowl in January. If these companies thought they could build a brand with a few well-placed ads, it now appears aggressive marketing will have to be a big part of their business plans going forward. Aside from Amazon, there are not many strong e-tail brands, industry analysts agree -- except for the online auction site eBay Inc. (NasdaqNM:EBAY - news) and Priceline.com Inc.(NasdaqNM:PCLN - news), which lets consumers set their prices for a range of goods from airline tickets to gasoline. MASS CONFUSION Most consumers still do not know the difference between a Cyberian Outpost and a CyberStores.com, or Pets.com and Petstore.com. So now, on top of exorbitant ad spending, many of these stores are trying to attract customers by slashing margins to razor thin or nonexistent levels. In the midst of so much confusion, one thing that appears to be certain, is the continued growth in overall e-tailing sales. Forrester Research projects online retail sales will grow to $184.5 billion in 2004 from $20.3 billion in 1999. Yet some retailers appear less willing to bet on even a modest slice of that pie. Online drug store PlanetRx.com Inc (NasdaqNM:PLRX - news), for example, recently said it expected to derive 15 percent of its future annual revenues from corporate sponsorships, often with drug companies that will sponsor disease-specific areas on the site. Newly public VarsityBooks, which last year was touting the profit potential of selling text books to college students, now says it is supplementing that business with other, non-retail, revenue streams. The plan is to use its on-campus presence to do direct marketing for other businesses. ``In contrast to e-tailing,' direct marketing ``has a significantly higher profit margin, which is an important element of our strategy going forward,' says VarsityBooks Vice President Jonathan Kaplan. Hype ( a Story ) vrs Reality ( Bricks & Morter ) URI looks interesting from a technical stand point. clearstation.com Give us some fundamental reasons ( the story ) which will drive it over say $20. biz.yahoo.com Tuck...it looks like our little secret is out... : ( BEST WISHES Jeffrey

To: tuck who wrote (241)	3/5/2000 12:31:00 AM
From: BRAVEHEART	Read Replies (2) \| Respond to of 423

Hi Tuck, Well things surrounding PCTH are extremely mysterious. I have posted both here and at Yahoo and my posts are dissappearing at both sites. Wierd indeed. Anyway keep an eye on PCTH this week. Could be a conversion play. Hard to say. I took a small highly speculative position. I won't have a true feel for how it may play out till after the terms of a final full conversion are announced. UPSIDE...Last time the stock consolidated at $1.75 it spiked to $7 on Discoidial Capacitator news I believe around Feb 4th. If this is an upside full conversion play it could spike to $9. However right now IMO there is also an equal chance of a downward price move because of say a partial dilutional pressure. Hence I am positioned to Avg Down should some seemingly worse case scenario play out. If You are familar with converts then check out PCTH & be careful...Keep an ear to the ground & an eye to the sky...Very Speculative stuff here. BEST WISHES Jeffrey