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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (21871)	3/7/2000 6:49:00 PM
From: Sye Walsh	Respond to of 57584

I am still researching our Medical Robot CO. Here are some of the questions I am still seeking answers to: 1. Does the word placement as used in some of the releases, (specifically the 2 U.S. Neuromate orders) mean a sale, a lease, or some kind of FDA test. 2. As near as I can find out Robodoc sales are worth between 500 and 600 k. Neuromates are a mystery as is leasing payments and service/maintenance. (one interesting thing I dug up is that they had $629,000 net sales in the 2nd qtr this yr with no robodoc sales: leasing? maintenance/service? revenue) 3.In reference to the Distribution agreement, this is from their 12/16/99 8-k: The Registrant has entered into a distribution agreement with Spark 1st Vision GmbH & Co. KG, a German company, that gives the distributor the exclusive right to distribute the Registrant's products in Europe, the Middle East and Africa through 2003. The distributor is obligated to purchase a minimum of 24 ROBODOC systems during 2000 and 32 ROBODOC systems during 2001. The distributor is required to pay the Registrant advance payments of $200,000 per month for the first six months of 2000, $300,000 per month for the remainder of 2000, and $400,000 per month for 2001, offset by the purchase price of products purchased. However, the distributor has no minimum purchase or advance payment obligation after 2001, even through it will retain exclusive rights to distribute the Registrant's products in Europe, the Middle East and Africa through 2003. The distributor's only obligation to the Registrant after 2001 is to pay for products that it purchases. 4. Their IR (Financial something or other)says they are no longer doing work other than helping them to put out news releases. They are trying to do investor relations in house. Contact: Chris Ogata (530)792-2600 5. My research shows they will record sales of 3 Robodocs this past qtr (1 Carried fwd from last qtr)& (2 at a discounted price for quantity purchase). They will have one Neuromate sale and 2 placements......if this is true........ They will only have matched 1998"s yearly sales for robodocs: 1998 (1st qtr = 2 robodoc)(2nd = 3)(3rd = 0)(4th = 4) TTL = 9 1999 (1st qtr = 3 robodoc)(2nd = 0)(3rd = 3)(4th = 3) TTL = 9 As they will not receive any payments for the distribution agreement until this quarter. That leaves the 3 Neuromates ( 1 a sale and 2 Placements), plus the additional maintenance/service charges for those machine sold in 99, as the difference for the year Please look this over and give me your ideas or point out what I have erred, missed or should look into. I Have a call into Chris at RDOC to get the questions answered. Sye

To: Rande Is who wrote (21871)	3/7/2000 8:24:00 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 57584

Rande Is: Time to bail out. When NASDAQ peaked at +70 and then headed South, I began to bail out (er, raise cash) in earnest. Did the following: 1. Biotech stocks are last year's internet stocks with sharp 3-5 day runs and declines. This was first day where nearly ALL biotechs got whacked. I dumped all of them and will look to re-enter in 3-4 days. My favorites: ABSC, IVGN, GLGC, CORR and PEB. 2. Sold JDSU at 295 and LPTHA at 65. I may be wrong, but...after sharp 3-4 day spikes, I think they may rest for a day or two, despite the FiberOptic conference. I may rethink this in the AM, though. Any advice from the thread on this is welcome. 3. Held all of my non-PC chip stocks. These stocks seem to be oblivious to everything. Favorites include: PMCS, QLGC, RFMD. Although not a true chip stock, suggest readers look at Sandisk (SNDK), which is having a monster year. They make flash memory devices and have a truly disruptive technology.

To: Rande Is who wrote (21871)	3/7/2000 8:48:00 PM
From: Steven Finkel	Respond to of 57584

This article came out this afternoon and is another indicator (as if you needed one), that FBCE is a winner: Fiber-optic frenzy lifts Cable Design AT&T, Bell Atlantic squabble over local service in NY By Jeffry Bartash, CBS MarketWatch Last Update: 4:09 PM ET Mar 7, 2000 NewsWatch WASHINGTON (CBS.MW) -- Amid exploding use of the Internet and frenzied efforts by telecommunications carriers to modernize their networks, it should be no surprise that demand is soaring for fiber-optic wires. On Tuesday, shares of Cable Design Technologies (CDT: news, msgs) hopped 3 9/16, or 12.6 percent, to 31 13/16 after the company said it received a multi-million dollar order for fiber-optic cable from an unnamed global telecommunications carrier. The stock briefly touched a 52-week high. In a related event, Lucent Technologies (LU: news, msgs) unveiled plans to boost spending on its fiber-optic manufacturing business by an additional $650 million. The company, also the world's largest maker of phone equipment, already is spending $350 million to expand fiber-optic production. Demand for fiber-optic cable is expected to increase by as much as 25 percent annually over the next few years.

To: Rande Is who wrote (21871)	3/8/2000 12:59:00 AM
From: American Spirit	Read Replies (1) \| Respond to of 57584

For some stocks the bottom was established today. That is those which had been way down but held their own or even went up on a day like this. Bebe and Anf believe it or not were my best stocks. Though I consider dips in IBM, UIS, CPQ, WCOM and LU to be buys. SBC went up today which is an indication that the above type stocks which are tech values (Rande's favorite now) are probably the safest place to be. I didn't buy drugs today but was tempted (drug stocks that is) because they might have one more tick downward before bottoming. Maybe the quality stocks which have been bottoming for awhile will be the first to firm up and go places now. Clinton's got to do something about oil prices though. Sell off some of our reserves. Get the price back down. Other than oil we're in a non-inflationary full-employment low-growth environment. Perfect for another bull run. Just my take. Honestly though I don't understand this market. It's the internet revolution seizing the market like riding in white-water rapids. Never know which way it's going to suddenly turn you next. Amazingly though I am not scared of this market anymore. All of my stocks I have faith in at least eventually. Let's hope for good news economically and a change of perception here. So proctor and Gamble missed. Who the hell owns that one anymore? I got rid of my JNJ two weeks ago thank God. Value quality techs. Got to stick with them. And these quality beaten-down retailers too. Finally ready for at least a modest recovery. Good luck on the rapids everyone.