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Microcap & Penny Stocks : Rat dog micro-cap picks... -- Ignore unavailable to you. Want to Upgrade?

To: herry iball who wrote (9124)	9/5/2002 4:06:50 PM
From: Bucky Katt	Read Replies (1) \| Respond to of 48461

I had to use the profit from some of my MCD puts, and you all know how I have played MCD short for a while now.... MCD even crossed into new low of the year territory today... AMD is getting interesting down here around 8 bucks too. No position in it as of yet, just looking, waiting for my entry.

To: herry iball who wrote (9124)	9/5/2002 4:14:50 PM
From: Bucky Katt	Respond to of 48461

Old bio-rat ARIA got an upgrade today, with a pretty nice 18 month target. (I have zero shares this minute) Rodman & Renshaw Inc. Initiates Coverage of Ariad Pharmaceuticals, Inc. With a Market OutPerform Thursday September 5, 3:45 pm ET NEW YORK, Sept. 5 /PRNewswire/ -- Rodman & Renshaw's Senior Biotechnology Analyst, Elemer Piros, Ph.D. has initiated coverage of Ariad Pharmaceuticals, Inc. (Nasdaq: ARIA - News) with a Market Outperform and an 18-month price target of $11. Following initiation on Cepheid (Nasdaq: CPHD - News) in June, the Ariad recommendation signals Rodman & Renshaw's continuing commitment to small- and mid-cap quality growth companies. Dr. Piros, formerly a buy-side analyst at Spear, Leeds & Kellogg (now a wholly-owned subsidiary of Goldman Sachs) stated, "We are initiating coverage of Ariad with a Market Outperform/Speculative Risk rating. Over the next 6-15 months, Ariad will enter human clinical testing with four additional programs addressing large unmet medical needs. The transition from a research-oriented biotech company to a developer of drugs with a focus on cancer and blood diseases represents an important milestone in Ariad's history. In our view, the transition should galvanize investor interest." Among Ariad's most promising developments may be the licensing of NF-(kappa)B treatment method patents. According to Dr. Piros, "The company has licensed the patents describing one of the most fundamental signaling molecules in medicine, NF-(kappa)B. Ariad has filed a lawsuit against Eli Lilly (NYSE: LLY - News) claiming infringement by two marketed drugs. While it is difficult to handicap the outcome of the litigation, we believe success would mean hundreds of millions of dollars in royalty payments to Ariad providing the funds to fully develop Ariad's drug portfolio." Dr. Piros believes Ariad's shares are undervalued, "We have evaluated the market potential of Ariad's programs, remaining R&D expense and probability of success. In our calculation, the sum of the net present value of the portfolio exceeds $300M (by YE03). Based on current market valuation of less than $100M, we believe that Ariad shares are undervalued." Rodman & Renshaw's recommendation on Ariad takes into account the realization that commercial potential of any drugs entails risks of receiving FDA approval and substantial costs in bringing new drugs to market against much larger, entrenched competitors. Consequently, we assign a Speculative Risk rating to the stock. For further information about Ariad or a copy of the entire research report, please contact Christine Viola at 212-356-0505 or at cviola@rodmanandrenshaw.com Rodman and Renshaw is a privately owned, full-service investment banking and brokerage firm headquartered in New York City, serving the public and private small- and mid-cap company markets through underwriting, investment research and the trading of small-capitalization equities.

To: herry iball who wrote (9124)	9/5/2002 4:17:58 PM
From: Bucky Katt	Read Replies (1) \| Respond to of 48461

Looks like we will clean up on those INTC $15 calls, as the stock is printing 15.60 this minute... No risk, no gain!!!!!!!!!!!!!!!!! Intel Third-Quarter Business Within Expectations Business Wire - September 05, 2002 16:16 SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 5, 2002--Intel Corporation today provided a planned update to the company's Business Outlook for the third quarter, which ends Sept. 28. Intel expects revenue for the third quarter to be slightly below the midpoint of the previous range of $6.3 billion to $6.9 billion, and within a narrower range of $6.3 billion to $6.7 billion. Microprocessor unit sales are trending toward the lower end of the normal seasonal pattern. The company's flash business is in line with expectations, while demand for other communications products remains soft. All other expectations are unchanged. Intel's third-quarter 2002 Business Outlook was originally published in the company's second-quarter 2002 earnings release, available on the Intel Investor Relations Web site at www.intc.com. Intel will host a public webcast at 2:30 p.m. PDT today on the Investor Relations Web site. A replay of the webcast will be available until Sept. 12 on the Web site and by phone at 719/457-0820, passcode 472959. Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom. This Business Update and the July 16 Business Outlook are forward-looking and involve a number of risks and uncertainties. The gross margin percentage varies primarily with revenue levels, product mix and pricing, changes in unit costs, use of capacity, and timing of factory ramps. Expenses, particularly certain marketing and compensation expenses, vary depending on revenues and profits. The expectations regarding gains or losses from equity securities and interest and other assume no unanticipated events and vary depending on equity market levels and volatility, gains or losses realized on the sale or exchange of securities, impairment charges related to non-marketable and other investments, interest rates, cash balances, and mark-to-market of derivative instruments.