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Biotech / Medical : SAFESKIN -- Ignore unavailable to you. Want to Upgrade?

To: Apple12 who wrote (246)	3/15/1998 11:21:00 AM
From: Apple12	Respond to of 828

S&P Tear sheets evaluation SFSK look at fair value now its up from 60 just last month! Quantitative Evaluation: Outlook (1 Lowest - 5 Highest) 4- Fair Value 78.20 Risk HIGH Earn/Div Rank B Technical Evaluation: BEARISH since 07/96 Rel. Strength Rank (1 Lowest - 99 Highest) 70 Insider Activity Neutral Overview 20-FEB-98 Revenues and earnings are projected to rise over 25% annually through the end of the decade, supported by rapid growth in the powder-free glove market and new supply contracts with large group purchasing organizations, as well as new product introductions and expansion into new markets. Given new sales initiatives and the company's incremental production capacity, the growth projection could be conservative. Margin expansion is expected, based on greater manufacturing efficiencies, a continued shift to lower-cost production facilities, and lower latex prices. SFSK expects future results to benefit from positive currency impact, assuming a continuation of currency devaluations in Thailand and Malaysia. To meet current and anticipated demand, SFSK has planned a major capacity expansion over the next two years, funded by cash, and expected to increase production capacity by over three billion exam gloves a year. Valuation 20-FEB-98 The shares have risen sharply in the past year, as SFSK continues to achieve record financial results. Despite the stock's recent rise, we believe that there is room for further appreciation, as the company continues to expand manufacturing capacity to meet increasing demand. P/E expansion will be driven by growing demand for SFS's powder-free latex medical exam gloves, new capacity coming on line at lower cost Thailand facilities, and favorable currency conversion. Long-term growth is expected via the alternative care, dental, scientific and international markets. With the shares up over 100% since early July 1997, and trading at 37X our 1998 EPS estimate, the stock is trading above its growth rate. However, investors should look to accumulate the shares on price dips. Key Stock Statistics

To: Apple12 who wrote (246)	3/15/1998 10:11:00 PM
From: Beltropolis Boy	Respond to of 828

>Whats your feeling about your post. Does it sound good to you? oh yes, i believe it's positive press that will only help us. fyi: my "doomed" comment was merely a jab at smart money (parent wsj) and the tendency of their picks to flatline, cf. phoenix tech, innovex. overall, however, i think they produce a fairly solid rag especially in light of the other newstand drivel and are a value-oriented publication. in addition, they're not afraid to take a frequent jab at the street. sorry if i threw you off track. did i answer your question? if you're wondering how i feel about safeskin, you need only read one post: Message 3339214