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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (8569)	1/19/1999 4:15:00 PM
From: Jack Colton	Respond to of 90042

To: +Jack Colton (10197 ) From: +Finder Tuesday, Jan 19 1999 4:12PM ET Reply # of 10198 Earnings are 10 cents Scared the begeebers out of me.... That was from the FORE thread, and I didn't look at the thread before reading....

To: Tim Luke who wrote (8569)	1/19/1999 4:17:00 PM
From: Jane4IceCream	Respond to of 90042

I have a call into McCaw's secretary. I am doing very thorough DD on NXTL to see if its worth adding more shares tomorrow morn provided the stock dont gap. Jane

To: Tim Luke who wrote (8569)	1/19/1999 4:20:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 90042

Here's an article from this weekend...Steve By Herb Greenberg Senior Columnist 1/14/99 6:25 AM ET Seen Sybase (SYBS:Nasdaq) lately? If its stock is any indicator, the company looks like death. Since last September its shares have hardly budged, closing yesterday at 6 15/32. Meantime, its competitors have sprinted. Oracle (ORCL:Nasdaq) has more than doubled and Informix (IFMX:Nasdaq) has more than tripled. With the stock so low, however, some analysts believe investors may start losing their patience, especially if industry rumblings from last fall had any merit. The story making the rounds at the time was that Oracle had offered to buy Sybase for $12 per share. First Albany analyst Rob Tholemeier, the only analyst who still ranks Sybase a buy, says that at the time he asked then-CEO Mitchell Kertzman if the story was true. He says that Kertzman, who has since gone to run a company started by Oracle, would only say he'd take what he considered to be "a reasonable offer." Considering that Sybase was never taken over, "either they weren't offered 12 or 12 wasn't considered reasonable," Tholemeier says. Sybase officials haven't ever said whether the story is true, but Tholemeier and others suggest that unless the company takes direct action itself, it's ripe for some sort of stock-boosting event. "There's currently a reorganization going on that sounds like an academic exercise, where various fiefdoms are screaming for their day in the sun," he says. "What is really needed is a financially oriented reorganization with drastic cost-cutting and a focus on maximizing cash generation and meeting Wall Street estimates." Through cost-cutting is something Sybase has actually done well over the past two quarters, digging itself out of several years in the red. Revenue growth, however, hasn't followed. CEO John Chen says he's as frustrated as anybody else by the cold shoulder from Wall Street. "If you look at our stock price today, with 80 million shares outstanding, we have a $500 million market cap," he says. "But I have $220 million in cash. That means I'm valued at $280 million net of cash. And last year I did $907 million in revenues. That means something is grossly wrong." Chen says he believes the company's latest restructuring, which breaks the company into three high-growth areas, "is a sound business strategy and now we need to execute on it." Maybe so, but Tholemeier says he believes the company's assets are worth around $1.7 billion, or $22 per share, especially if a buyer cuts out additional overhead. (Informix, with $700 million in sales last year, has a market cap of $1.9 billion.) Has the low stock price attracted any potential suitors? Reliable sources tell me Oracle has recently made an offer in the $10- to $12-a-share range. Chen won't comment, other than to say, Mike Next Previous \| Previous \| Next \| Respond \| View reply to this message

To: Tim Luke who wrote (8569)	1/19/1999 4:33:00 PM
From: Dennis R. Duke	Read Replies (2) \| Respond to of 90042

Couple of low priced items that I am playing are: DBSS - should be doing a deal with Alacatel to support their satellite based meter reading program. Look at the Company's press dated 12/28/98 to begin your DD. OTC:BB currently, wants to be NASDAQed this quarter per the CC mentioned in the 12/28/98 release that I listened to. SIGM - Humm...if @Home and Excite are going to be pushing more broadband data across the internet, then SIGM is going to be selling more of those chip sets that drive the DVD video. The benefit is that the SIGM chip set allows the CPU to not be taxed into the video processing. Thus more CPU cycles are available for running the data and programs with great video. Just bought today, but triple volume and over 20% gain might be the indicator that others see this play. SONY and Toshiba are using the SIGM chip set in their high-end DVD players. NASDAQ and just crossed over a 52 week high and is just over $5, which could bring in the Institutional Players. Was going to post this to you directly Tim, but having a thread for posting ideas is great. Best of luck everybody, (-8 Dennis 8-) P.S. Jack, you thought it was quiet over on the MRVC thread. I can see why, you're over here posting on this thread a lot today.