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lscp -- hoping for volume on the break to set a hard bottom. so far nothing. What's the requirement for a decent bottom?
DD - any opinion/guess on the time required to resolve dispute and outcome? tia
mai.v -- thanks. How much P&P would you be willing to speculate on as of today just based on SJ?
mai - 5 mil oz net? from where? tia.
lscp - somebody really hates it and fished my bid at LOD. Didn't get much. Not sure what they are extrapolating.
lscp - yeah agree with your guess (i'm looking for 5 handle). Current installed base if fully utilize should get them to 200K+ procedures/year and that alone should get them 1B market cap. The installed base is way under utilize currently probably because of training curve. It appears the potential market is quite a bit bigger ~3-5X (turp plus drug replacement) so there is still headroom. otoh Didn't like the reduction in fiber pricing (seems like panic reaction to reimbursement reduction which has since been readjusted up).
isrg - what's a good ob range for that? tia
thnx. that explains it.
SMH - the FE equipment companies are moving opposite to INTC. Noise or signal?
stxs - sold stxs bought in the 7's. if it wasn't expensive before, it is now. how high will craziness carry it IYO?
stxs - new 52 wk hi fyi happy new year btw
sbux -- Zeev may have timed it quite well. He has the touch and I don't.
sbux -- new 52 week high. Is there a corallary that says NHBNH just as NLBNL? I have shorted sbux rather unsuccessfully, I may add.
LSCP - U were right about that gap wanting to be filled. How do you decide where enough is enough? I sold near 26 at the opening and bought some back near 23.
thanks. Bought a few shares today in the 7.3s. If it had any fundies at all, it would even be more richly priced. <g>
STXS - It's been 1+ yr since the IPO so you can do your TA magic on it now. Partner JNJ Biosense-webster received important FDA clearances on CARTO heart chamber mapping system. CARTO is supposedly a must have system for electrophysiology labs. The latest CARTO system is now compatible with the Stereotaxis system. How does it look to you TA wise?
LSCP - took it off @28.35. Rinse and repeat. LCAV haven't look at it in months. Where do you think it's headed.
Ahh yes the gaps. 4/1/04 and 4/22/04 as well. People seems to have a easy time changing their minds about valuations overnight once every six months or so..
LSCP - partial re-entry @27.5. Sanquine market.
LSCP - took the profit @34.5. Not sure what to make of the decision not to disclose details of unit sales and fiber sales. Other than that, no change in trajectory of hitting 250K green light procedures around 2008.
LSCP - just got it back at 29.25 after a long absence. Decided $2500 per procedure is actually quite good. I am sure urologists would be happier if it stays at $3400 but I think it's overkill from the standpoint of trying to get more of them to adopt. Bottleneck is training and education, not reimbursement.
LSCP - market must have gotten wind of the proposed reduction in medicare reimbursement for PVP. Started below $2K - adoption still happened. Went to $3K+ - may have accelerated adoption. Now proposing $2.5K - I doubt much effect on adoption curve.
PKZ in play. A much better deal than UCL by any measure.
Thanks. I look forward to LG's debut.
Sherlock - how does the LG unit compare to the JVC DILA of the same size. Also, were you able to see it side by side with other RPTVs such as DLP LCD. How do they compare?
How about home builders - too popular with shorts already?
Cree - Neal Hunter leaves company, CEO takes over as chairman. Positive in my book.
HDTV - back to $4?
DLKR is a scam if they claim 100% success drilling reefs. These are not coal seams they are after. For a real exploration exploration story, check out FXEN. They seem to know what they are doing.
hdtv - it will probably get close to $4 to rid it of all leveraged holders.
hdtv - sorry ... buying (more like trying)
cree - I sold some puts and looks like I will own it soon.
hdtv - MM's being coy with the ask in the 5.2's. Only got very stingy fills on my bids @ask and @ask+1. Must be running a negative inventory. Got lucky at the close yesterday and picked up a few shares. Reminds me of GNSS in the early days of FPD.
Cree $25 is about right. That's been the case since last year. I am just amazed people were piling in $30's. Now they are piling out just like the when the Eric Hunter non-news news hit. Both analysts and traders are crazy.
Hi, I am still waiting for a release that says Huevos Verdes is commercial and has such and such reserves. Instead it is a series of PR's saying how well things are going. Is this the way all exploartion mining projects operate? You dont know till everything is dug up? TIA
ALGN -
sold my 5th and 6th serving that weres bought around 8.9
MRK - what a disaster. I sold at the opening yesterday and wrote calls all the way down and chalk it up as an expensive education. Figure 25K cases with life minus life-expectancy and I come up with about the same number (>$12B) as one of the analyst quoted in the press. $25 FV maybe.
Bobby Fisher news: since when have chess playing been a crime anywhere?
>>>>>
Bobby Fischer fiance makes impassioned plea for his freedom as hearing begins
Jailed chess genius Bobby Fischer's fiance made an impassioned plea for his freedom Tuesday, hours after his lawyers fired the first shots aimed at quashing a deportation order issued against him months ago.
"(Fischer) has come to Japan on a proper passport, and done absolutely nothing wrong under Japanese law," Miyoko Watai, Fischer's betrothed and a Japanese women's chess champion herself, told a news conference.
"I want him to hurry up and get provisional release and hurry up and come back home to me so we can get things back like they were as soon as possible."
Fischer is languishing in the East Japan Immigration Bureau Detention Center in Ushiku, Ibaraki Prefecture, while he fights deportation to the United States, where he is charged with violating an Executive Order by playing chess in Yugoslavia in 1992 while that country was under economic sanctions.
>>>>>>>>>
Could be but I hope not. Funny how the vanity-attractiveness business is similar in ways to the commodity chip business. Must be the string theory at work. So far amongst my teenager relatives, no-braces has won over metal braces, invisalign has won over no-braces, veneers are completely out of the question - expensive and invasive. I am betting on vanity winning over chips.
not too shabby yourself (g) yes what a country... I am hoping that ALGN is a case of LSCP deja vu. Time will tell.
http://finance.yahoo.com/q/bc?s=ALGN&t=6m&l=on&z=m&q=l&c=lscp
lscp wrote nov 22.5 CCs for 2.5