Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: Bald Man from Mars who wrote (1999)	5/2/1998 2:25:00 PM
From: jgercke	Read Replies (1) \| Respond to of 5944

Hey BMFM, << off topic >> Take a look at Sequent (SQNT) << on topic >> I think ADPT is a great company. However, i suspect it's not going anywhere soon, unless the merged proforma shows some really good stuff for top & bottom line. I hope the company post consolidation of these recent purchases shows some oooomph (read earnings visibility) that isn't there now. I am a bit concerned about the antitrust issues vis-a-vis Symbios, and the possible consequences of the request for additional documents by the Justice Dept. Have no specific info on this, but it seems the additional scrutiny at least raises the issue of objections to the purchase, especially since everyone is talking about what a great deal it is for ADPT. So my take is that a measured accumulation, or grabbing shares on some big dip makes sense. jg

To: Bald Man from Mars who wrote (1999)	5/2/1998 2:53:00 PM
From: Larry J.	Read Replies (1) \| Respond to of 5944

BMFM, *********OT********** If you want some diversification in your portfolio, look at Vivus (VVUS). They manufacture Muse, the alternative treatment to Viagra (male impotence pill). It is severely beaten-up due to Viagra, made by Phizer (PFE) taking huge market share. However, it just received an upgrade from a hold to a strong buy from one of roughly 5 analysts that cover it, due to an anticipated associated sales rise (no pun) from all of the attention on male impotence and to "treat" men that are unable to get an erection from Viagra (which is only 50 - 70% effective). The stock shot from $8 to $14 on the initial story and has since settled back down to $10. The stock has traded as high as $40's. Muse, while it involves delivering (using a patented delivery system)a small pill directly, into you know where, is far more effective in the hard to treat cases. It also can be introduced 10 minutes before an erection is wanted whereas Viagra has to be taken one hour before. The company is profitable, and the consensus for '99 is around $1.40, putting the PE @ 7.5. Not bad value for a "bio-tech". I bought @ 10 5/8 on Thur. Is that diverse enough for you Bald Man? <g> And I am in know way suggesting that you have need for the product<ggg>. If nothing else a good distraction from all the money I (we) saw vanish on Friday! Larry