Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (36609)	11/18/1998 12:41:00 AM
From: Merritt	Read Replies (1) \| Respond to of 132070

MB: SANG was singin' the blues today, and it might be a while before you want to get in a duet with them. According to J.William Tanner, an analyst at Vector, SANG guided analysts to lower their estimates for 1999, and 2000 because of expected difficulties in getting patients to switch to SangCya, their generic version of Novartis' Neoral. Vector cut 1999 estimate from $0.96 to ($0.73) and 2000 from $1.47 to $1.10. Good luck, Merritt

To: Knighty Tin who wrote (36609)	11/18/1998 10:06:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

To all, Two theses see some evidence: 1. First, my idea that as Alan the printer cranks the presses, the supply of stock will expand to meet the new push for speculative recklessness. DoubleClick will have a secondary soon, not long after their IPO. When the ducks are quacking, the speculative cos. will feed them. I like DoubleClick as a speculation, but this quick secondary is certainly a sign of the supply increasing to meet the demand in the financial asset arena. 2. With both Hewlett and Dell disappointing, it looks like the pc growth story is still dead. Some goof upgraded Gateway today because he doesn't see competition from Compaq hurting them. Is he retarded or what? He would probably still bet on Oscar de la Hoya if Evander Holyfield was announced as his next opponent. <G> MB