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Biotech / Medical : The Stock for 1999(Polymedica)PLMD(Medical Supply Co.) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (2282)	12/14/1998 10:28:00 PM
From: Sam	Respond to of 3414

Scenario: Stock market weakens because of the Clinton Impeachment situation. I feel this represents potentially a great buying opportunity. The reason is that although there will be a few weeks of tension as Congress works its way, reality is that there is no way the Senate will ever get a 2/3rds majority together to do the deed. Pick out your target stocks. Sam

To: Arthur Radley who wrote (2282)	12/16/1998 6:55:00 AM
From: Sam	Read Replies (1) \| Respond to of 3414

OT Remember that recently I suggested doing due diligence on Scientific Atlanta (SFA) and Concurrent Computer (CCUR)? Payday is near. These two in alliance are a year ahead of the pact technically to rollout Video-on-Demand. Their competitor, General Instrument (GIC), is being considered for buy out. Seems "they" always pick the ugly one first! SFA should be at least a triple from $21. CCUR is tied to SFA through a warrant deal that triggers at $5. Since their component is the only one that works, is scaleable and economical to make VOD work, they are going to go for a very good multiple! Sam