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Biotech / Medical : Cyberonics (cybx) epilepsy therapy recommonded -- Ignore unavailable to you. Want to Upgrade?

To: Valentin who wrote (229)	4/1/1998 2:17:00 PM
From: Rex Dwyer	Read Replies (2) \| Respond to of 471

I took some profits. Hi Valentin, I agree that the Duke report was garbage... But the stock has hit a good price. See below what I sent to my e-mail list yesterday. Also see my strawman valuation at Message 3398526 I think $45 is a good median price. Montgomery has a $1.94 EPS target for 2001 and 2002. Rex ------------------------------------- * Sold CYBX * I sold CYBX today at $31 7/8. It hit my price goal of $25 or higher taking a 120% gain in 9 months. I also suspect window dressing with this great performer. I may revisit this one if the price falls later, or if sales continue to increase. I am looking for another good economically resistant stock. Otherwise, I may have to follow the crowd and buy the S&P index like everyone else... We seem to be the final throws of this bull market. The individuals may keep the indexes propped up for many more months however. I have certainly noticed a slowdown here in the Silicon Valley. Its easier to get into Palo Alto restaurants, with less traffic. With many companies beginning layoffs, I think its important to realize that many temps are let go before "permanent" employees get cut. So a 10% reduction in force actually means more than that. Rex Comments and suggestions are welcome! PS,If you do not want my updates, please reply... ____________________________________________________________ WARNING: The information above is not guaranteed for accuracy. I am an engineering manager and an amateur analyst. I can make mistakes. Please read later e-mailings in case estimates change or mistakes are found and reported. I am not a certified financial planner. Please consult a certified financial planner to determine if you can afford to lose any money you may invest. You should not invest based on this information alone. Do your own research. There are large risks in stock trading. I will not be held liable for any losses caused by imitating my trades. I do not have any contact with management to guide earnings or revenue estimates. As stated in many mailings, I usually have positions in the stocks mentioned. This is not a solicitation to buy or sell any security. It is to allow me to get constructive feedback on my securities analysis.