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Technology Stocks : Applied Cellular Technology (ACTC) -- Ignore unavailable to you. Want to Upgrade?

To: Stephen D. Wilson who wrote (863)	4/18/1998 2:17:00 AM
From: James F. Hopkins	Read Replies (1) \| Respond to of 1062

Hi Stephen; Thanx for the kick back. Your analysis of the deals looks OK to me, but I seldom get into a stock that deep. Todays run may have been sparked in part because of biz.yahoo.com released 7am this moring..she gapped up on the open.. ------------------------ Generally I do look at sales to price, as I like a good cash flow. I fail to pay a lot of attention to earnings and stuff as I assume it's mostly built into the price by the time I get it, I'v seen them go up on bad reports and down on good ones.. but more than that take Cendant for example. Unless it's really a big outfit with brand name auditors I expect them to skew things one way or the other at times, if they have good cash flow they have the ability to dress things up. ------------------------------ I'm more a trader than an investor.. I would be more interested in inside buying, or selling, what the short interest is..which funds and how many own the stock..and things like that. Scared to death of convertables and other gimics to raise cash cash.. How many options do they give away under what conditions and at what price.. ------------------------------- Not related to ACTC but you may find this of interest when it comes to my thinking Message 4109376 ------------------- Chances are I will try to get in Monday if I can do so under $4..something told me yesterday to buy this sucker, I made a few bucks off her last year too. Jim

To: Stephen D. Wilson who wrote (863)	4/20/1998 4:18:00 PM
From: Rakesh B. Patel	Read Replies (1) \| Respond to of 1062

When calculating the contributions of acquisitions, the income per share can not be just added. My calculations indicate that the combined shares of ACTC will be close to 29,000,000 fully diluted. Adding up approximate contributions for income, I came up with approximately $8,000,000 on revenue of around $170,000,000 for 1998. I found it interesting that the combined revenues of Commstar, Ltd. with its acquisitions was listed as $13.5 million (Canadian I believe - from CDN news), whereas the ACTC announcement claims expected revenues of $22 million Canadian/$15.5 million US. See the URL: ww2.newswire.ca My estimate of $8 million pre-tax earnings on $170 million revenue may be a bit low, but it is the best rough estimate I was able to come up with given the available figures and estimates in the press announcements. Note that I am an ACTC shareholder and really do hope the company greatly exceeds my expectations, but a bit of caution on the share dilution is in order, especially since even the SEC filings indicate that management of such rapid growth may be a problem. Rakesh Patel.