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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Joey Two-Cents who wrote (11940)	7/23/1998 9:29:00 AM
From: poodle	Respond to of 18691

ZONA: Zonagen Receives Notice of Allowance for ImmuMax Adjuvant System Patent Business Wire - July 23, 1998 08:45 THE WOODLANDS, Texas--(BW HealthWire)--July 23, 1998--Zonagen Inc. (Nasdaq:ZONA; Pacific:ZNG) today announced that the United States Patent Office has issued a Notice of Allowance to the Company for a patent application directed to one of its chitosan-based adjuvants and immunogens collectively known as the ImmuMax(TM) System. Earlier this week the Company received an issued patent for the ImmuMax(TM) System in Australia. The ImmuMax(TM) System is a component of the Company's development programs for contraceptive and prostate cancer vaccines. Adjuvants are substances used in vaccine formulations in conjunction with an antigen to enhance an immune response. Zonagen Inc. specializes in products and services for management of reproductive health. Its technologies focus on the areas of urology, female health and contraception. Through its wholly owned subsidiary, Fertility Technologies Inc. (FTI), Zonagen sells devices, instruments and supplies to the fertility specialist and the OB/GYN. STDS decided to to join Internet party: Scottsdale Scientific to Retail Its Products Over the Internet and Join the $300 Billion Dollar E-Commerce Industry Business Wire - July 23, 1998 09:16 SCOTTSDALE, Ariz.--(BUSINESS WIRE)--July 23, 1998--Scottsdale Scientific Inc. (Symbol: STDS), through their wholly owned subsidiary, NutriCology Inc., will market their exclusive product line over the internet and become part of the $300 Billion Dollar Electronic Commerce Industry by September 1998. Internet traffic is doubling every 100 days resulting in a staggering growth rate of more than 700% in business to business transactions. Scottsdale Scientific is now strategically positioned to participate in this rapidly growing industry. Ed Lau, Scottsdale Scientific's newly promoted general manager stated, "This move into the Internet Commerce will greatly increase our presence in the high-tech and retail marketing sector while increasing the sales and profitability of our company. It is essential to make our products available through the e-commerce network, as well as implement a strategic marketing campaign to ensure the success through this alternative method of purchasing our products." Lau holds a degree in Electrical Engineering and Computer Science from the University of California at Berkeley and has been with the company for 15 years. He is the architect behind the design and creation of the sophisticated state-of-the-art technology system now being implemented in Scottsdale Scientific's new 25,000 sq. ft. facility. Marianne Sum, president of Scottsdale Scientific, stated, "It was a natural progression to move Lau from management information systems to general manager. He knows the company from the ground up and is familiar with all of our major accounts. He has developed and is known for his goal-oriented, bottom-line management style. "His expertise and experience delivers continuity to our company, which is essential for our continuing growth. Scottsdale Scientific is honored that Mr. Lau has agreed to take on the role as general manager." Scottsdale Scientific Inc., through their wholly owned subsidiary, NutriCology Inc. is an innovative leader in nutraceutical research and product formulation. Since 1979, the company is noted for quality, hypoallergenic nutritional supplements and in 1997 supplied products to approximately 5,000 physicians and health care practitioners. NutriCology was the first in the U.S. to introduce numerous specialty products including melatonin, a neurohormone, germanium sesquioxide (a trace mineral), AntiOx(TM), a broad spectrum antioxidant and Buffered Vitamin C. Buffered Vitamin C was tested at the Haight Ashbury Clinic in San Francisco as a nutritional supplement for its value (associated with medical treatment) for opiate and stimulate abusers. For additional information, visit our web-site at www.nutricology.com

To: Joey Two-Cents who wrote (11940)	7/23/1998 5:43:00 PM
From: Michael Bakunin	Read Replies (2) \| Respond to of 18691

In the second quarter, the 'four horsemen' (MSFT, LU, CSCO, DELL) alone accounted for one-half of the broad market's small gain. Anyone with a cap-weighted Nifty Four portfolio was up almost 30%; everyone else was just about flat. I hope the apocalypse is fun. mb

To: Joey Two-Cents who wrote (11940)	7/24/1998 4:41:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 18691

>> IMO we'll see companies like DELL (the 90's version of the 50's TV manufacturer)and AMZN halved in the next 6 months. << Why? Will you still believe that after DELL reports a better than 60% EPS increase in a few weeks? True, this is a market of the haves and have-nots. Companies like DELL, LU, TLAB, etc are still showing strong earnings growth. The money should pour into those and I think DELL should be at 200. C$CO and M$FT are only reporting 25-30% EPS gains but the market loves their dominant position so I have to bet on those too. I bought a bunch of C$CO calls and will likely add to my DELL calls tomorrow too. DELL is cheeeeap. It is trading at a multiple about inline with it's growth rate. C$CO, M$FT, KO, GE, etc are trading at multiples well above their growth rates. Coincidently enough, beaten-up INTC with it's earnings declines looks best to me right now. Very strong. Buy calls on that too.