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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (25790)	2/28/1999 8:54:00 AM
From: puborectalis	Respond to of 120523

INSGY....about to explode...Conference this week........from the Yahoo thread......................Daytrading INSGY at this point is risky by: Investor_spec 226 of 233 From now till the end of March, daytrading INSGY is risky. The potential for this stock is much higher than many of us currently realize. Here are some key reasons: 1. Wall Street analysts' recognition of INSGY is currently limited. The upcoming Embedded Systems conference (March 2 to 4)could change that, particularly if JEODE is one of the key star attractions at the conference. 2. The beta-testing of JEODE is scheduled to end on March 15. After that date, announcements of adoptions by key embedded systems vendors may be forthcoming from INSGY. Any one of those announcements will allow the stock to base much higher than current levels. 3. The key factor to watch out for is whether JEODE adoptions are limited to embedded systems vendors in the computer industry or whether they extend to consumer products like cell phones, etc. If such an extension occurs, the momentum created by the increased awareness and publicity could carry the stock well into the $40 range. Remember, the issue is supply versus demand. Given the limited float, high institutional demand for a product with over 80 percent of the global market (if that occurs) could trigger a buying panic. 4. If the conservative $0.85 per share projection by INSGY's CFO for FY 2000 is realized, the perceived growth rate of EPS will be over 850% compared to the 1999 projected EPS. Even if that rate of EPS growth is perceived to be unsustainable, the dominant market share would suggest a P/E ratio of 40 or so. That alone would support a $34 stock price by FY 2000. 5. Although INSGY would be a one-product company (as someone on the SI thread has pointed out), the inflow of cash from JEODE's success will open up growth opportunities that the current stock price (around $5 as of now) does not consider. This situation is not unlike MSFT when it had DOS as its only product. Acquisition of an RTOS company (to create a seamless RTOS/JEODE product for the embedded systems market), or of a JAVA hardware-manufacturer then become viable paths for expansion. Good luck to all INSGY longs. The ride from now till the end of March is going to be a very interesting one. It will also be extremely profitable for those who retain a longer-term perspective. The stock will bounce around a lot as day-traders try to time when to get in and out. But, as noted above, the month of March is probably going to be filled with announcements from INSGY of JEODE adoptions. Once you get off an accelerating train, the problem is how to get back on the train again, without risk of bodily injury. Safer to stay aboard the train for the duration. IMHO -- Investor_Spec Also......A CLEARSTATION.COM pick from last week= Shares lifting off the shelf at 3 and 1/2 on volume. Healthy basing pattern following the sharp run-up from 1 to 6 in December-January. Thursday of trade described well by SharkProof on the INSGY board post number 4. Story here is the implementation of Java for embedded systems (JENE). An 'embedded system' is any device that contains a computerized system, end product of which is not a computer. Or, a computer that is not a computer. Actually, anything that contains chips but doesn't have a keyboard. Into this class falls most consumer devices, microwave ovens, and EKG blips as seen on soap operas. Does Java + Consumer Devices + Internet add up? Add to the equation the fact that certification/blessing from SUN is a possibility and we may have a bale of wheat for the loading dock. From a press release: "During the quarter, the Company also announced several important alliances with third parties. In December, the Company signed a Memorandum of Understanding with Sun Microsystems that will set the stage for official certification of JENE and its Embedded Virtual Machine (EVM) by Sun. This development is significant because it provides a critical competitive differentiation for the Company going forward. At the November introduction of JENE, Insignia also announced agreements to include tools from Metrowerks with the JENE development suite, adding value for JENE customers." kensey

To: Jenna who wrote (25790)	2/28/1999 1:21:00 PM
From: esecurities(tm)	Respond to of 120523

Jenna/TAFKAI/Joe Copia; Question Re: significance of DBCC-Alltech partnership. With all due respect and deference to your respective threads and potential significance of this question and possible implications to your people it is being posted on your respective threads. Q/comment(s): Message 8065117 ...for the publics edification we are looking forward to your thoughts....

To: Jenna who wrote (25790)	2/28/1999 1:54:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Thanks for all your e-mail wanting to join the Market Gems team. I was actually just desirous of someone to help with the intraday updates during the hours I was unable to come on line. But I have spoken with some of my 'partners' and they agree that it is not the time for a full time addition to the MG team. If and when I get someone to fill in for me during the summer or otherwise share the research, it would have to be a full time trader who would put in the kind of hours I put in and love trading and research the same way I love it. There is someone on another thread that is now on a tour of trading seminars across the country. If he were willing it would be great. For me this is a vocation and the realization of a dream, being my own boss and making the kind of money in two weeks that I made for 20 years in one year. We are considering some 'part timers' probably MBA's or finance students that would consider interning for Market Gems.. If I had some others like kha vue I would grab them, but he is rare and I am thankful for one, so far.

To: Jenna who wrote (25790)	3/2/1999 12:16:00 AM
From: Jenna	Read Replies (1) \| Respond to of 120523

Earnings Plays beat estimates: KIM by 1, STRX by 1, RCMT beat by 2.. Kimco raises quarterly dividend also was up 1 point today on anticipation. RCMT prereports by a day 2 cents above estimates.. Might see some action in these three tomorrow. ********************************* RCM Technologies, Inc. Announces Record First Quarter Operating Results PENNSAUKEN, N.J., March 1 /PRNewswire/ -- RCM Technologies, Inc. (Nasdaq: RCMT) today announced record first quarter financial results for the quarter ending January 31, 1999. For the quarter ending January 31, 1999, the Company reported revenues of $67.4 million and net income of $3.3 million ($.30 per share diluted) as compared to revenues of $37.2 million and net income of $1.8 million ($.22 per share diluted) for the same quarter in 1998. **************************** reports Kimco Reports 4th-Quarter Per-Share FFO Rises 20.9% to 81 Cents; Company Posts Record Full-Year Operating Results; Raises Quarterly Dividend 3 Cents a Share to 60 Cents; Reaches Preliminary Agreement with Institutional Investor for Income REIT NEW HYDE PARK, N.Y., March 1 /PRNewswire/ -- Kimco Realty Corp. (NYSE: KIM) today announced that funds from operations (FFO), a widely accepted measure of REIT performance, for the fourth quarter of 1998 rose 75.5 percent to $48.0 million, from $27.4 million for the same period last year. On a diluted per-common share basis, fourth-quarter FFO increased 20.9 percent to $0.81, from $0.67 a year ago. Net income for the fourth quarter ended December 31,1998, rose to $38.0 million, or $0.52 per diluted common share, from $23.5 million, or $0.46 per diluted common share, a year earlier. Revenues from rental property in the quarter increased to $108.3 million, from $57.6 million in the comparable 1997 quarter. For the full year, FFO rose 56.5 percent to $153.7 million, from $98.2 million in 1997. On a diluted per-common share basis, full-year FFO rose 17.0 percent to $3.03 from $2.59 a year earlier. Net income rose to $122.3 million, including a $4.9 million extraordinary charge related to the prepayment of certain mortgage loans, from $85.8 million for 1997. On a diluted per-common share basis, net income for the full year was $1.93, including the extraordinary charge of $.09, compared with $1.78 in 1997. The 1998 net income figures include a gain on the sale of a property of $0.9 million, or $0.02 per diluted common share, and $0.2 million, or $0.01 per diluted common share, in 1997. These gains on sales and the extraordinary charge have not been included in reported FFO for their respective periods.