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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: porcupine --''''> who wrote (795)	9/23/1998 8:41:00 PM
From: Candle stick	Read Replies (2) \| Respond to of 1722

Here is a real value company for you: Misonix (MSON)....or perhaps it is more along the lines of a Buffet or Peter Lynch pick. In any case it is UNKNOWN yet growing rapidly, selling patented ultrasonic products and only has a P/E of 7 with 50% growth in sales and good steady earnings for over 1 year now. It is time for the breakout,IMHO. The 10K was filed today and you can read it online at edgar-online.com or see the management discussion at sec.yahoo.com The most interesting product of this company(although they have many) is the ultrasonic liposuction tool they manufacture. Virtually all plastic surgeons are going to be using this(just came on market last year) and also an ultrasonic scalpel for surgery, that is being marketed by US Surgical (just hit market last quarter). The stock is thin, only 5.7 million outstanding, and 2 million of that is held by insiders. With a conservative P/E of 20 (low for such a rapidly growing company) this stock should be selling at 18 dollars. Todays close was 6 bucks..... Don't take my word for it. Take a good look at the company. It sells itself. I have been accumulating last 3-4 weeks between 5 1/2 an 6 1/2 dollars and time is running out. I expect the stock to dry up and run to 10-12 dollars within a few weeks. That is my opinion. Please have a look and form your own. I think Buffet would buy this whole company if he knew it existed. Good luck everyone...........;^)

To: porcupine --''''> who wrote (795)	9/25/1998 7:54:00 PM
From: porcupine --''''>	Read Replies (1) \| Respond to of 1722

TELE COMMUNICATIONS INC and AT&T CORP are trying to persuade major cable-TV companies to join them in offering local phone service over cable-TV lines, executives familiar with the matter say, the Wall Street Journal reported. AT&T and TCI are putting together what they hope will be a compelling business model that will include offering both affiliated and nonaffiliated cable operators whatever assistance they may need to make a go of phone service in their territories, including technical, marketing and even financial support. In exchange, AT&T and TCI are expected to push for lengthy strategic commitments -- possibly 10 to 15 years in duration -- to provide phone service, likely co-branded, over existing cable lines. (Reuters)

To: porcupine --''''> who wrote (795)	9/25/1998 8:04:00 PM
From: porcupine --''''>	Read Replies (4) \| Respond to of 1722

"GM seeks at least 30 pct market share-report" CHICAGO, Sept 22 (Reuters) - General Motors Corp., the world's largest vehicle maker, is seeking to capture more than 30 percent of the U.S. car and truck market and is willing to offer incentives to reach that goal, according to a report in USA Today. "Thirty percent market share is something we don't want to see. We want to be north," USA Today said GM chief executive officer Jack Smith told the newspaper's reporters and editors. At the end of 1997, GM had a 31.1 percent share of the U.S. car and truck market. Through August, GM's share stood at 28.9 percent reflecting a 54-day strike in June and July which shut almost all of the company's North American assembly plants, the report said. "Basically, you'd like not to be in the rebate game," he said. Asked about limits on incentives to spur sales, he said, "We haven't thought in those terms." Smith also disclosed that GM is considering closing one or two U.S. auto assembly plants and replacing them with three smaller, more efficient U.S. factories that would rely heavily on modular assemblies brought in by suppliers, instead of individual parts assembled at the factory by GM workers. That could happen in five years--how long it will take attrition to shrink GM's work force to competitive levels, Smith said. ((--Chicago Equities News at 312 408 8787, chicago.equities.newsroom@reuters.com))