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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (28106)	2/17/2002 5:36:48 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Ken, I added FDP rating and will post more info next week. Message 17074229 On biotechs, theres a good article in today's NY Times business section. Good info, such as over 10% of sector is now profitable with the numbers expected to increase. Also, mentions the growing number of FDA approved products as well as anticipated growth. Short term, I think that besides the conferences, Icahn's move on IMCL should help the sector. I'm not recommending buying or shorting NXTL, but let's look at the facts. NXTL's bonds are selling at a discount factoring in that a restructuring is likely. NXTL is receiving bad press due to its heavy debt, but the media blitz is echoing what has already occured. NXTL's price has been scalped to almost book value. Current media blitz is ignoring that NXTL is selling at half PS, growing its subscriber base that consists of mainly commercial accounts and that it has the best technology available. My conclusion is that NXTL is selling at a realistic price and is likely to receive a premium from this price if a takeover offer comes along. How about Ma Bell as a suitor once it sells off its cable ? Sergio