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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (9841)	5/31/1998 4:06:00 AM
From: saulmon	Respond to of 120523

Jenna, looking for input on SEEQ, fundamentals? Stuck recently in 2-21/4 range. Most thankful, Saulmon

To: Jenna who wrote (9841)	5/31/1998 1:02:00 PM
From: Jimmy Dell	Read Replies (2) \| Respond to of 120523

LLY is starting to look real interesting here at the 61 3/8 level. Will it go lower? It's a falling knife and there's support at the $58 level, but the co. has so much going for it I wonder if it will actually test that level. The co's Evista drug has been approved for prevention of osteoporosis, but sales have been lagging. Now strong evidence is out that Evista not only prevents osteoporosis but also significantly reduces the risk of breast cancer and uterine cancer. The chief competitive drug actually INCREASES the risk of uterine cancer. Although Evista has not been officially approved for use in preventing breast or uterine cancer, doctors and the public are increasingly aware of this and sales should start increasing. Evista may soon become a drug of choice for women. Think if it, they can prevent osteoporosis, breast cancer, and uterine cancer all with one drug. The competition increases the risk of cancer. Evista has BLOCKBUSTER potential, which LLY needs since they lose exclusive rights to Prozac in 2004. Comments appreciated. Eli LiLLY Forecasts Strong Growth On Wider Uses Of Key Drugs May 28, 1998 1:04 PM INDIANAPOLIS -(Dow Jones)- Eli Lilly & Co. projected a rosy future Thursday, as it said key drugs will boost sales growth and profitability while it will try to maintain its hold on the depression market despite the loss of patent protection for its ubiquitous Prozac drug. The pharmaceutical company (LLY) expects sales growth of 15% to 20% and earnings per share growth of about 20% this year, as well as strong sales and earnings growth in the next several years. Also Thursday, the company said the board authorized a $2 billion share repurchase program to be completed by the end of the year, including the $525 million in common shares already purchased. Eli Liily said repurchased shares may be retired or held for use in the company's equity compensation programs or for other general purposes. Indianapolis-based Lilly said it is pursuing new indications for all of its key drugs, including Prozac; Evista, which is currently approved for osteoporosis; Gemzar, which is cleared for pancreatic cancer; Humalog, used against diabetes; and ReoPro, which is used for a variety of coronary applications. Of all its drugs, Evista has made the biggest news splash lately. It belongs to a class of drugs known as selective estrogen receptor modulators, or SERMs, and is believed to also block the development of new breast cancers. If further trials comparing Evista with another breast cancer drug, tamoxifen, show favorable results in preventing cancer, Lilly may very well have a blockbuster on its hands. Evista doesn't seem to carry the risk of uterine cancer that tamoxifen does. It may also prevent heart disease and reduce so-called bad cholesterol. Lilly said it will focus "more resources on its marketing and leveraging an ongoing flow of clinical data supporting a strong and broad profile for Evista." Regarding Prozac, Lilly said it will come up with a new formulation of the drug, a combination Prozac drug, and "one or more new chemical entities for depression." The U.S. patent on Prozac expires in 2004, opening it up to generic competition. Following Lilly's announcement, Moody's Investors Service confirmed the company's Aa3 long-term debt and counterparty ratings as well as the company's Prime-1 rating for commercial paper. Copyright (c) 1998 Dow Jones & Company, Inc

To: Jenna who wrote (9841)	6/1/1998 1:20:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

ISLI.. up nice.. INTERSOLV Reports Fourth Quarter and Year End Results for Fiscal 1998; <ISLI.O> INTERSOLV Reports Fourth Quarter and Year End Results for Fiscal 1998; Earnings More Than Tripled on 22 Percent Increase in Revenues ROCKVILLE, Md., June 1 /PRNewswire/ -- INTERSOLV, Inc. (Nasdaq: ISLI) today announced financial results for the fourth fiscal quarter and year ended April 30, 1998. Fourth quarter record earnings from operations were $.33 per share, up threefold from $.11 per share in the fourth quarter last year. Revenues reached a record high $58.4 million, up 22 percent compared to $47.9 million in the fourth quarter of last year. Revenue growth was led by the company's Automated Software Quality business which represented 60 percent of company-wide revenues and grew 42 percent during the quarter. Similarly, INTERSOLV's Enterprise Application Renewal business, driven by strong Year 2000 and Euro currency demand, grew revenue 66 percent to $7.4 million. The company's Data Connectivity business unit, which represents 22 percent of worldwide revenues, reversed a declining revenue trend by posting 4 percent revenue growth in the fourth quarter. Fueled by a 26 percent growth in license fee revenue, INTERSOLV's three key businesses grew 33 percent in the fourth quarter, excluding discontinued product lines. For the year ended April 30,1998, earnings, before one-time charges, were $.77 per share, up from $.36 per share in the prior fiscal year. Record revenues for the fiscal year increased 22 percent, to $196.5 million, compared to $160.4 million in the prior year. The Automated Software Quality (PVCS) business unit grew 36 percent year over year. Revenues for the Enterprise Application Renewal business quadrupled, ending the fiscal year at $26 million.