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Strategies & Market Trends : Charts for Quick CASH $$$ -- Ignore unavailable to you. Want to Upgrade?

To: Carlton G Glenn who wrote (8493)	9/30/1998 12:27:00 AM
From: scaram(o)uche	Respond to of 9262

Hey, Carl! Nah.... I don't do charts, and I only do fundamentals for companies where there ain't none. :-) But.... geze, where did that volume come from???..... iqc.com Figure if we throw some charts at the thread, that Ray won't be able to resist them. Rick

To: Carlton G Glenn who wrote (8493)	10/2/1998 6:27:00 PM
From: scaram(o)uche	Respond to of 9262

<<Trickle down to third-tier is coming. Watch for some illiquid issues to become liquid?>> Hey, Carl: It's still primed. Take a look at BTRN.... trading at a discount to cash. This is the way I described it in the thread here at SI.... "you have (1) Novartis watching them trade at a MC which is a fraction of what they will pay to access the XenoMune program, and (2) MEDI watching them trade at a MC which represents only a couple of months of the royalties that they hope to pay on 507." Almost totally illiquid, however. No buying interest, and it looks like someone has been forced, on occasion, to bail (including right now, damn it). There are lots of companies like these..... discounted horrendously relative to the value of their research. The realm of low market cap:book ratios has traditionally been the realm of biotech also-rans, of companies lacking leverage in their business plans. This is no longer true. Wish our leader was here. Rick