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Fundies really do not work anymore.. Check this out
Wachovia Cuts Silicon Storage To Mkt Perform From Outperf
He must be getting ready to make another idiotic move (as if the PSFT fiasco was not enough)
Are you still in BLTI?
Time to buy COO?
Looks like the CEO has been exercising his options and selling the shares at market. Look at yesterday's sells. Today's 11,600 buy is essentially for naught. (HAUP)
http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000930803&owner=include
People have just gone nuts over this "Weekend Attack" bull****.
Hey 9/11 was'nt a weekend.
Any target on HOOK?
What is your take on QLTI here? You think it will make a run to upper 20s in the near future?
By the way HOOK doing nicely today.
MAXF : It was all over the place in the morning. Never saw the ask go below 10 though, while the best bid was under 10 for the initial 10-15 mins.
Zeev, SKX seems to be on a steady uptrend for a while. where do you think it goes from here?
BSTE Wachovia note details :
Wachovia Sec
EXPANDING BNP APPLICATIONS AND MARKET: Near 40 BNP clinical studies are being published
this spring, most focused on new applications including: heart attack risk stratification, heart surgery
prognosis, pulmonary disease management, and high risk screening (i.e. obese patients). Most of the
research uses BNP; a few studies use pro-BNP. BNP is set to become the broadest applied, highest
volume cardiac blood marker. We now expect U.S. BNP volume growth to exceed 100% this year.
FIELD CHECKS: Our checks reveal a stable competitive environment and continued BNP adoption.
Abbott's impact has been muted given BNP test problems and distraction from a troponin recall. We
find no evidence of Dade pre-selling and assuming a Q303 Dade pro-BNP launch, full impact won't be
felt by BSTE until Q403. Bayer is emerging as Biosite's most significant BNP competition. Biosite
continues to win new smaller accounts and Bayer continues to cannibalize high volume sites.
INCREASING ESTIMATES: We are increasing our EPS forecast for BSTE by $0.03 for Q204 and
$0.05 for the full year 2004 based on our assumption of more robust BNP market growth and a muted
competitive impact form Abbott. Our model calls for Biosite to grow its U.S. BNP volumes at a
conservative 30% clip in a 100% growth market for the balance of the year, its market share should be
in the 50% to 60% range by year end.
BSTE trades at 20.0x our 2004 EPS forecast of $2.00, below small cap medtech value peers (22.0x). We
expect multiple expansion in 2004 as estimates rise and investors assign more value to BSTE`s stroke
product. Our $49-53 forward valuation range is 22-24x our 2005 EPS forecast of $2.20. Risks include
competitive BNP launches and slow POL (physicans` office lab) adoption.
BSTE: Could this be one of the reasons?
Wachovia Reit Outperform We are increasing our EPS forecast for BSTE by $0.03 for Q204 and $0.05 for the full year 2004 based on our assumption of more robust BNP market growth and a muted competitive impact form Abbott. Our model calls for Biosite to grow its U.S. BNP volumes at a conservative 30% clip in a 100% growth market for the balance of the year, its market share should be in the 50% to 60% range by year end.
You planning to get back in here? (QLTI)
QLTI: Well now we know why "they" were taking QLTI down lately. As usual we are the last to know!
so where to from now (QLTI)?
QLTI - Broken?
oops. I did mean BPRX.
Zeev, check out BDY (The old BSTE) today. Up about 15%. Any chance of playing that one again?
OVTI: Looks like the reaction is to the guidance and not the restatement. Infact the restatement is going to increase & not decrease the revenues & net income. You still think abandoning (especially now at sub 20) is a good idea?
OmniVision said it's "considering the restatement of financial results for certain quarters of fiscal 2004 and, possibly, fiscal 2003" following both an internal review of its reports and an independent investigation.
The company added that it currently believes the restatement could increase both revenue and net income for the nine months ended Jan. 31. It quantified the revenue increase as by a total of $5 million but did not provide a corresponding figure for the boost in net income.
Omnivision expects to meet or exceed its previously disclosed outlook for earnings of 30 to 31 cents per share on revenue of between $96 million and $100 million in fourth quarter.
Well I meant the next target.(SEMI)
SEMI jumping all of a sudden. Next stop 10.6??
You think JCOM is trying to break out? What do you think is the upside on that.
Interestingly TTC did really well after their stock buyback announcement even though they were at an all time high back then.
I hope we see such good action in CELL.
Here's the reason given for the buyback...(CELL)
With $144 million of liquidity (unrestricted cash and unused borrowing availability) at the end of the first quarter of 2004, the Company believes that it has sufficient liquidity to complete the repurchase program while continuing to fund operations and executing the Company's strategy for growth.
11:55 ET Brightpoint announces $20 mln buyback (CELL) 12.20 +0.16:
COO in the red. I just can't figure out this market..
Any renewal of interest in AGM at these levels?
Yes I did at around 10.3 or so. A nice $3 on that one. Thanks.(HEPH). But am loaded on KOSP though. What downside do you see on that one. Looks very undervalued based on the fundamentals.
Any Idea why KOSP is behaving so badly.
Whatever is happening to HEPH? Spiked up sharply
what multiple would you give CELL? It has at least $5/sh in cash. I would assume they could now do $1/sh for 2004 considering a big one time loss(I hope) they took this qtr. giving it a multiple of 15 gives a price tgt of 20. My question is - do you see the stock continuing to trade on the technicals, now that it has reached 10? or do you see the fundies taking over.
Zeev Cell getting smashed AH. Missed by 4c.
BLTI Broken?
Here we go again. ZRAN getting slammed after hours. Great results dont help no more!
Looks like the pos wants to compete with OSIP..
The pos (as per Mainehiker's request)is on the move
RMTR looks interesting here. First positive quarter. Looks like another NVEC in the making.
SKX recovering nicely here..
Any chance of a bounce on QLGC?
Zeev, MAXF has gone into deep slumber(orphanage?). You still patient with it? I am begining to loose it (my patience that is)(g)
see edit to my last post. On another note why is SKX getting hit? I thought the estimate of only one analyst was a bit too high and that skewed the 2Q consensus.the others were well within the range.