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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 (2417)	1/17/1999 11:57:00 AM
From: Sam	Respond to of 3414

TD and Jay, I've looked at both VLNC and IFMX and offer my opinion. VLNC appears to have tremendous potential but it's all controlled by end user research and rollout timetables. That raises the timing risk and frustration potential beyond what I can handle right now. A solid contract in hand changes all this to a buy. IFMX currently has a buy in my system with potential in the $10 / share gain area. It needs to show potential beyond data warehousing for a significant breakout. Overall market chart for next week shows the demand back in a moderately positive position but not yet a complete buy signal. Should the DJIA look like it will close Monday down, run, don't walk to the nearest exit. Otherwise, reenter the market cautiously. As for PLMD, look out in front to see what's going to happen. Quarterly earnings will be reported the 25th or 26th. Consensus is $.16 to $.17. I expect $.20. The wild card is the possible surprise growth in their other divisions. That will give $.13, $.26 and $.20 for three quarters and $.22 expected for the last quarter. That's $.81! Either way we should gain a couple dollars over the next two weeks. Logic says this is the ideal time for some significant buy recommendations, MM push and public relations efforts. I'm in the process of buying back in! OT Watch for an interesting announcement this week by Symbol Tech, SBL. Sam