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Gold/Mining/Energy : Position Trading in Canada -- Ignore unavailable to you. Want to Upgrade?

To: the Chief who wrote (409)	1/12/1999 8:50:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 2259

MSH I think you will see something this month/end of first week of Feb and, for what I'm hearing and what others on SI have said, that time frame seems reasonable. I take investing very seriously - it is a business, imho - and I am in here for the duration now. The only remaining "daytrade" aspect in my opinion, is those who choose to get in the day before (assuming they know the date) an announcement. Asking all to keep their ears and eyes open for a specific date (this company puts out press releases mid morning, mid afternoon, etc. which in quite different from the big US mergers we hear about which occur overnight and Monday morning). Furthermore, if you want to play this rumoured takeover, and I am, I suggest you get in now and up to, say $3.30-3.50. With the company worth easily in excess of $4 and much higher based on items below, I feel that $3.30-3.50 is a fair cut off point for participating. I believe the deal has taken longer due to the Xmas week and getting up to speed and rumour has it management said no to a lower offer and rumour has it a higher offer is on the table. I doubt very seriously the co would go for anything less than $4. Reasons for a higher price and items many unaware of or overlooked: 1. Health care field AND as you saw in last press release, using their same model of operating in other fields 2. Health care technology market estimated to be over $15 BILLION in yr 2000 3. Provides a suite of integrated software products - g/l, asset evaluation, data base, electronic passing of records ie. adminstration, payroll processing - very similar to Enterprise Resource Planning - look where BMCS, CPWR trade 4. Products above are Y2K compliant 5. Reseller of hardware and customization of other software 6. It's MediLab product is recognized overseas ie. international 7. There were costs to develop the software, but now margins are increasing. 8. Contract backlog, like BMCS, CPWR, so you know there are some revenues coming . 9. Software suite "locks in" customers as product is so good, product will be retained and residuals will flow. 10. Did I mention I N T E R N E T applications ? 11. US company buyout gives this technology a wider range of customers and makes money - great if you keep the shares ! I'll stop there for now. I predicted, about a month ago, a value of DBCC as DBCC w/o ipo of marketwatch and then added DBCC's portion of marketwatch. In that same vein, MHS with just the software suite for the health market in Canada is $4 /sh lets say, add in what you feel 'other field' value is, value of US biz it gets itself as MHS, and internet applications !