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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: BubbaFred who wrote (8147)	10/3/1998 5:24:00 PM
From: Skeeter Bug	Respond to of 42834

>>I'll check out their prospects, in light of the impending economic slowdown, and see if they are good buys or good byes.<< bubba, they've already waved good-bye ;-) here's a list and some quick comments and i would appreciate your comments: swtx (bought a little higher, may add to position soon): antireflective film for monitors, tvs, cars real estate and some other films used in electronic devices including flat panel displays. diversification, immature market and not enough market potential to interest, say, an ibm. genzl (bought much higher): bio with fda approval for carticel - grows cartilege in order to repair defects in certain knee injuries. arthroscopic version due next year. also, technology to grow skin - 1 square inch of skin can be grown to cover the whole body in 15-20 days. this still needs fda approval. some other goodies in the pipeline. genz is their sugar daddy. gztc (bought much higher): bio that makes transengenic (sp?) proteins and other substances using goats and mice. s/b a cheap way to derive some of these substances. genz is sugar daddy. lgnd (i own lgndw that i bought at $2.50): bio with very large pipeline. lots of multimillion deals with big pharmas including lilly. expecting two ndas before the year is over with more to follow. henry nieman of si is and expert on lgnd as he helped found the company that became lgnd. recent large partnership w/ potential buyout boosted the stock from its lows). mwy (bought a little higher): vids are going to sell. mwy s/b able to get a piece of the pie for this growing market. they now have computer sales and decent earnings. sell-off appears to be overdone, imho. asis: temp agancy that caters more to professionals - ie, human resources and the like. may be soft for a while but during the next upswing companies may outsource more and more. trps: provides techniques for drug discovery to other companies. the stock appears to be ultra inexpensive as i see this technology booming, absolutey booming, in the next 5-10 years. cege: don't own a position in cell genesis yet, but may buy in. the charts on most of these stocks look like a diagram for a parachuter. however, none of the fundamentals have changed that drastically - some have turned negative for one time issues and others have turned negative due to the asian economies. i'd appreciate feedback.