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

To: BRAVEHEART who wrote (258)	3/9/2000 1:32:00 PM
From: tuck	Respond to of 423

Jeffrey, I used to be a chauffeur who drove roadshows around. That combined with my financial training allowed me to pick up a few things with regards to how they present to the fund managers. In this case, we have right in front of us the market figures and growth rates (per recent post or maybe it was a PM). We should be able to rough out some numbers based on a couple of different scenarios or combinations of same. I guarantee you that's the story being sold. Big market growth, wide open market, cheap valuations at present. They will probably spend money on market penetration and growth through takeover & internal. We should be able to mirror their presentation to ourselves and arrive at fair market cap and price target. As a customer, I haven't had much luck. They can never seem to get hold of my doc to confirm the presription. Don't know who's at fault. Now that I have fax, maybe I can get around that problem. It would be nice if they can successfully address it, though. That would take care of much of the market penetration angle right there. They go through half the motions of making the sale, but they don't make the sale because they "can't" confirm with the doc by phone. If they solve this operational problem, we've got a winner. I'm tempted to point this out to IR, just in case management isn't thinking about it enough. Here's my solution: have a little remote controlled flying robot find the doctor and ask him/her. ;~} Let's hope that doesn't REALLY happen. A more humane approach would be to pay some homeless folks to stake out the hospital entrances to ask the docs. A few such encounters would probably make the docs more favorably disposed to returning phone calls to DSCM for prescription confirmation. If they're interested I've already got contacts here in San Diego, where we have a large potential workforce due to the nice weather. I can make a start on some revenue projections in a couple of days. iWRT the nugget about the extended lock-up period. That is a bullish sign. It lends support to the idea that management probably will start a news barrage to keep the price up. The company is in a quiet period but they still have to file, don't they? We might find clues in EDGAR as you did when you caught NEOP selling assets to an Israeli investor, but issuing no PR on it till earnings a couple of weks later. Let's keep our eyes open in there. I'm starting to like quiet periods as entry points. Cheers, Tuck

To: BRAVEHEART who wrote (258)	3/9/2000 2:23:00 PM
From: tuck	Read Replies (1) \| Respond to of 423

Hiya, Jeffrey, Speaking of digging in EDGAR, I thought I owed you some more pieces of the BMET puzzle (plus a couple of charts thrown in for good measure). quote.yahoo.com EDGAR shows several 13-Gs reflecting net institutional buying in recent months that has yet to show in Yahoo! INVESCO lightened by 1.62% of outstanding; Fido picked up 2.4%; State Farm stood pat; Primecap (I used to take roadshows there) has opened for 5.5%. All filed in February. This puppy is being accumulated, Jeffrey. Tuck says come and get it on dips below $30. Cheers, Tuck

To: BRAVEHEART who wrote (258)	3/9/2000 3:03:00 PM
From: tuck	Read Replies (1) \| Respond to of 423

Hey, Jeffrey, Did you buy BCHE? You should have. Message 13140439 Check out QTRN. I think it will find a bottom soon and that it will roar back with a vengeance, easily beating our performance criteria, sort of. Looking for the analysts to downgrade, creating new bottom as volume tapers. Buy when the big blocks come in. I'm guessing a week for the new bottom. Then a dead cat bounce. Depending on the outlook presented in the next CC, it could take off fairly soon. The Internet partnership with Healtheon may give it extra jets once it gets going again. Putting it on the list. siliconinvestor.com siliconinvestor.com siliconinvestor.com Cheers, Tuck