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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (15340)3/13/1998 5:57:00 PM
From: Gerald Walls  Read Replies (1) | Respond to of 68130
 
Real interesting battle going on right now with Shopping.Com (BB:IBUY):

Message 3704031



To: Judy who wrote (15340)3/14/1998 1:06:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 68130
 
Judy:

Hi. I don't and what I read was from a reporter from an analyst who probably didn't do his homework (no clue as to their agenda). I just don't know and haven't had the time to research.

I'm starting to like the biotech sector. IF we have the FDA start approving some products we'll start to see a change in investor sentiment. Back in 91/92 failures like XOMA and CNTO (where CNTO tried to sujar coat the #'s) helped derail the sector (investors realized it was a few more years before products would reach market, if they passed trials to reach market).

Medicare change with AMGN will help but still a lot to play out.

Not sure what is going on with WIND. Earnings just came out a few weeks ago and the beat by a penny (excluding previously announced acquisition related charges). Good conference call, indicated they are growing even in Asia. There is a conference coming up in the beginning of May being sponsored by INTC, MOT and I think HWP that showcases one of WIND's products.

Also, thanks on WIND. I started following this back in Aug/Sept. after one of your comments as a story stock. I did the research and entered just before earnings (remember I'm the slooow one on entering a position <g>). It fits my strategy of identifying good companies with good manangement where the stock will double in a couple of years. Of course one has to be aware of two year time frame and the risks in tech area.

Have to go.

Tim