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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (639)	4/15/1998 1:57:00 PM
From: Jay	Read Replies (1) \| Respond to of 1720

I've followed your thread with some interest. So since you asked, what is your take on TBR? Jay

To: HeyRainier who wrote (639)	4/15/1998 2:17:00 PM
From: Scott H. Davis	Read Replies (3) \| Respond to of 1720

[Long term ideas response] VICL and BTGC are getting attractive (sale prices) LGND and ADIC - TRIBY I'd say look for the QTR1 report - it won't have the expenses of acquisition/closing the UK operation but will unfortunately have the effect of > shares. Above .025 especially with good forward looking ideas expressed and it should move up again. I'm inbetween meetings now and don't have any TA time, ADIC on the fundimentals and great PEG, the biotechs based on where they are in the development curve, yielding the best risk/reward ration they've ever had, their technologies and products in the pipeline. Scott

To: HeyRainier who wrote (639)	4/15/1998 2:52:00 PM
From: ftth	Read Replies (2) \| Respond to of 1720

Trading, well let's see....we want volatility.....SCMM always comes to mind. It's been going sideways for a long time (5 days) in a tight range (6 points). Once it picks a direction, it will move fast and furious. ISSX also. SAPE looks like it may be a good 2-3 day short. Possibly AHLS also, but it needs to show a little more confirmed near-term weakness. SYNT changed directions intraday today so I covered. If only I'd have reversed positions to long right after I covered Chip equipment stocks may have a bit of upside left as short term trades: ETEC, CYMI, ASMLF, DPMI. If you're real adventurous, BRCM starts trading tomorrow I think (even if you're not, it will probably be an exciting one to watch for the first week or so). Also, anything that has had the word "internet" in a recent press release is good for a few hype points. Also, just for kicks, check out RBOT. Interesting product just received FDA approval. dh