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

To: Dennis C who wrote (2619)	5/12/1999 10:03:00 AM
From: Mel Spivak	Respond to of 3414

Very nice earnings report. ST - PLMD should break 12 IMHO. Longer term, higher. Lets see.

To: Dennis C who wrote (2619)	5/13/1999 10:50:00 PM
From: Abuckatatime	Read Replies (1) \| Respond to of 3414

<<PLMD should be a lot more attractive to the investors.>> Should be but looks like the same ole disconnect between company performance and valuation by the street. Someday small caps will have their day...someday. Just finished reading a quarterly report from one of my mutual funds. To improve performance, the fund, which was roughly 50% invested in small-caps (<$1 billion), will be increasing the average market cap of the portfolio as new investments are added. The preference going forward will be for companies at the higher end of the mid-cap range, that being $10-15 billion. Fund managers are increasingly under the gun to perform. An article in the journal yesterday told of underperforming funds facing liquidation or merger. Big, high multiple growth cos. remain in favor. Small non-.com companies like PLMD, despite sound fundamentals and consistent rev and eps growth, remain in the shadows.