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Biotech / Medical : Misonix Inc. (MSON) -- Ignore unavailable to you. Want to Upgrade?

To: cape radical who wrote (510)	10/31/1997 9:25:00 AM
From: Jerzy Dziedzic	Read Replies (2) \| Respond to of 947

RE: the revenue dropped 16% from last quarter and the net profit dropped 58%. if sequential growth remains flat, the company is worth between $4.50 to $10.50 per share. as far as investors are concerned, it is fairly priced right now.>>> If you knew ANYTHING about Misonix you would know that their sales are (and always were) seasonal. IT WAS EXPECTED for this quarter's revenue to be much lower then the last quarter's. The company has been informing anyone willing to listen that this was the case. Evidently you know nothing about the company you invest in, exactly like all these people selling at $7. Next time please check facts first before posting garbage. JerzyD

To: cape radical who wrote (510)	10/31/1997 11:16:00 AM
From: Petemeister	Respond to of 947

In the end, profitability always determines the value of an equity. Short-term, many other factors move the price around. This quarter was by far the best September quarter MSON has ever posted from both a revenue and earnings standpoint. Remember that sales and net have been historically somewhat cyclical with the first quarter always being the worst. Sequential growth will not be flat. The thing I would be more worried about is the dilution to earnings from additional shares. Does anyone know more? Where are they coming from? How many to come? Company plans for the money? Solid growth at 20% or higher from this level of earnings means MSON is definitely undervalued but only if we don't end up spreading the new earnings over ten gazillion shares. One other thing. The tax rate looks a little low, about 25% of the net. Probably had some carry-forwards to apply yet last quarter. Future earning projections would probably have to take into account a slightly higher tax rate.