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Biotech / Medical : RXSD Rexall Sundown -- Ignore unavailable to you. Want to Upgrade?


To: john q who wrote (61)8/7/1998 4:56:00 PM
From: Andy Parham  Read Replies (1) | Respond to of 327
 
From what I have been able to find out 4'th qtr earnings will be at
least in line with expectations and I will be surprised if it doesn't come in around at least 30. But I was wrong last qtr when I posted on the yahoo thread that earnings would be 29. Recall they reported 28.
As for the Wal-Mart rumor I have heard nothing about this and think that it is completely unfounded. I don't claim to know everything about RXSD but I feel like I certainly would have heard about something like this. Anyway we are starting to rebound a little at least. I think that we will see 30s next week. Cross your fingers!



To: john q who wrote (61)8/9/1998 6:49:00 PM
From: Andy Parham  Read Replies (1) | Respond to of 327
 
Hey Doc. By the way thanks for your posts. You seem to have a very anaytical approach to all of this. I like your number game also. I look at it like this and tell me what you think:

They did $377.2M in sales qtr 1-3. If .28 is done for qtr 4 then
this s/b about 162.5M (based on 580.77M shares) which would equate to about 540M for the year. This would be a 107% increase in sales from fiscal '97. And I believe that this is conservative. Imagine a number like 30 cents for the qtr. We're talking about 174.2M or 551M for the year (112% increase) and I think that this is even more probable. I belive that these numbers come fairly close to your posting on Yahoo. Even though there is some seasonality w/ RXSD ( school being out etc.) I will be very surprised if the number is not at least 30 in September. From all that I talk to business is exploding and just like the analyst said in the wire last week - he sees no current reasons nor any reasons on the horizon that growth should be impeded going now or going forward. I think that we still have a tremendous buying opportunity for the long minded investor.