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Biotech / Medical : Novacare (NOV) breaking out... -- Ignore unavailable to you. Want to Upgrade?

To: Todd D. Wiener who wrote (323)	7/30/1998 11:23:00 PM
From: Jim Oravetz	Read Replies (2) \| Respond to of 420

Any comments on: Bear Stearns Ups NovaCare To Buy From Attractive Dow Jones Newswires No further information is available at this time. Todd, I read your knowledgeable comments on the THQI thread. One stock I own and like is JETFORM (FORMF). I was wondering why this company with such a commanding lead in their field has not hit your radar screens yet! They dominate (est. 75%) the paperless forms "workflow" market. They have a foot in the door of the US Gov't with a $5M US AirForce contract. It is a market that will grow large very quickly. They have some debt but are accelerating the payments to save $. They also have some good partners like Microsoft and HP. I would like to hear your comments. JimO

To: Todd D. Wiener who wrote (323)	9/16/1998 6:56:00 AM
From: harkenman	Read Replies (1) \| Respond to of 420

P/E ratio of 9???? Market P/E GT 16?? Johnson & Johnson signed a definitive agreement to buy DePuy for $3.5 billion, or $35 a share. Is DePuy in the same business (reconstructive products market) as NOV??? Based on P/E and news fair price should be $12.50 not $7.50. DePuy makes orthopedic devices and supplies used primarily by orthopedic specialists and spinal neurosurgeons to treat patients with bone defects resulting from diseases, deformities, trauma, and sports accidents. The company has a 15% worldwide share of the econstructive products market and holds the #2 position in the US, behind Bristol-Myers Squibb. Its products include hip replacements; knee, shoulder, and spinal implants; fixative products for bone ractures; and knee braces and other soft goods for sports-related injuries. DePuy has made a series of acquisitions designed to expand its product lines. Swiss pharmaceutical magnate Roche Holding owns 84% of the company; Johnson & Johnson is buying DePuy. interactive.wsj.com