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Technology Stocks : High Growth Techstocks for 1998 -- Ignore unavailable to you. Want to Upgrade?

To: esecurities(tm) who wrote (289)	1/7/1998 11:08:00 PM
From: esecurities(tm)	Read Replies (1) \| Respond to of 598

DUE DILIGENCE REPORT: POSTS 101-150, FOR FURTHER DISCUSSION not sure whether CTEC and TDFX were originated within range 101-150. If they were both Cholestech Corp (NASDAQ:CTEC) and 3Dfx (NASDAQ:TDFX) should be considered as runner-ups/top picks also. CTEC 1998 eps .16 1999 eps .78 TDFX 1997 eps -.26 1998 eps .51 also ref/Runner-ups 101-150 (PM) 1998 eps $.48 1999 eps $.64 (+33%) (COGNF) 1998 eps $1.04 1999 eps $1.28 (+23%) (MICA) 1998 eps $1.73 1999 eps $2.15 (+24.3%)

To: esecurities(tm) who wrote (289)	1/8/1998 1:06:00 AM
From: White Shoes	Read Replies (2) \| Respond to of 598

Great work ES; if anyone else has something to add...now's the time! No in depth commentary from me at the moment except off the top of my head DAOU is trading at 50X 1998's earnings, a bit pricey in this market...any reasons for why these are either underpriced or particularly likely to be high growers are appreciated.

To: esecurities(tm) who wrote (289)	1/8/1998 2:09:00 AM
From: esecurities(tm)	Read Replies (1) \| Respond to of 598

DUE DILIGENCE REPORT: POSTS 101-150, FOR FURTHER DISCUSSION* Runners-up 3Dfx (NASDAQ:TDFX)--3Dfx Interactive, Inc. is engaged in the design, development and marketing of 3D media processors specifically designed for interactive electronic entertainment applications in the PC, home game console and coin-op arcade markets. For the nine months ended 9/30/97, revenues totalled $21.8M, up from $1.9M. Net loss fell 66% to $3.8M. Results reflect the sales of the Voodoo Graphics and Voodoo Rush chipset. Lower losses reflect higher gross profit. Price: $21.75; M/C $273M; IPO June 1997; Revenues generated from 1st product in 1996; Revenues for 9 months ended Sep 30, 1997 $21.8M v. $1.9M for 9 months ended Sep 30, 1996; fiscal '96 eps -$0.98; '97 eps $-0.26; '98 $0.51; eps growth next 3-5 yrs. 30%; $33.8M cash 9/30/97; Debt/Equity .06 Stock price/data/chart/news quote.yahoo.com Company Website 3dfx.com Cholestech (NASDAQ:CTEC)--CTEC develops, manufactures & markets the Cholestech L.D.X(R), which measures specific analytes to detect various diseases and disorders within 5 minutes using a single drop of whole blood. For the 26 weeks ended 9/26/97, revenues rose 65% to $9.6M. Net income totalled $556K vs. a loss of $648K. Revenues reflect higher unit sales of the Cholestech L.D.X. system and disposable test cassettes. Earnings also benefitted from improved margins due to increased volumes. Price: $11.38; M/C $128.5M; fy (3/28) '96 revenues $6.87M; fy '97 revenues $12.86M (+87%); 6 mo. ended 9/26/97 revenues $9.62M v. $5.82M 6 mo. ended 9/27/96 (+65.3%); fiscal '98 eps $.16; fiscal '99 eps .78 (+387.5%); Cash $14M mrq; Debt/Equity 0% mrq Stock price/data/chart/news quote.yahoo.com Company Website cholestech.com Data/information source(s) &copy 1998 MarketGuide, Yahoo!, DailyStocks, Telescan. *certain data as of 1/2/98 (e.g. Price, M/C)

To: esecurities(tm) who wrote (289)	1/27/1998 8:52:00 AM
From: White Shoes	Respond to of 598

Seeking second opinions & recent developments on AXYS...trading at around 12-14X next year's EPS estimates...and no significant trouble brewing?

To: esecurities(tm) who wrote (289)	1/30/1998 11:17:00 AM
From: Grantcw	Respond to of 598

Off-Topic ORFR Esecurities, I know you like ORFR from your due diligence work so I thought I'd give you an update. Sorry I wasn't around to defend it when the real picks were made for the portfolio. Anyways, earnings are coming out monday. There was a run-up in anticipiation yesterday although it has fizzled today. The company has broken estimates every time I can remember and the analyst for this stock recently gave it a strong buy stating that its products were selling better than he had expected. I just thought I'd let you know what's going on. I'm not trying to tout it to get everyone to buy the stock. It will go up without anyone in this thread if it breaks estimates. In the same manner, it will go down if it misses them! Thanks, Grant