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THE MICROCAPITALI$T

07/13/03 3:35 PM

#4 RE: THE MICROCAPITALI$T #3

Steve...I would add that with POSC the share count may be a little different now as GE gave back 9m shares and cancelled 6m warrants to get that cardiac software from POSC, plus cancelling a $2m note and accrued interest. And they had to give back the cardiac softwate to POSC on a perpetual basis, royalty free. So POSC can continue to improve it for existing and new customers. And POSC still has their neurology and oncology sofware...plus of course their machines.

On a relative basis it seems to me that GE gave up quite a bit to get this software...which begins to give us an idea of the intrinsic value of some of the POSC assets....and potential value of POSC stock going forward. PET scanning is certainly emerging now in the medical journals and popular press as the dawn of a new technology for diagnoses in several fields...including cardiac, brain scans, neuro, cancer etc... It compares to the time when the first X-ray machines came out, or MRI or C-T scans.

POSC's main competitor is Siemens. Now, I talked to POSC a few days ago. They state that the specs back up their contention that their software/machines are superior to Siemens.....and give some of the data at their site:

http://www.positron.com/

So we have Siemens in the fray along with GE...and Analogic (Nasdaq ALOG $49.20) cut a deal with an emerging private PET company several weeks ago (see ALOG PR)...so there is another big hitter in the game. But here is the kicker...POSC is the only pure play I can find, at least under $25.00. And all the other companies are not soley and only PET. POSC is. So at $.12 you can plant your flag into a new emerging technology that is just now breaking out...........but I'm also stating straight out you can also lose your $.12 if something goes wrong and everybody needs to remember that...but the downside risk here compared to the upside potential to me is just fascinating....all the ingredients for a classic micro play are here...and there is enough foundation both in the company and surrounding developments ref PET scanning to give POSC some legs.

Let's hit a long ball............way out there somewhere............over the wall, into the lights, and finally through the window at Nemo's Bar outside the park (that's the old Tiger Stadium...I grew up there in the bleachers) ...as Ernie Harwell said for 45 years...'its loooooooong gone'.
gpg
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smoke

07/14/03 9:57 AM

#7 RE: THE MICROCAPITALI$T #3

Hey TINCUP, This POSC stuff is flying this morning. Cancalled my Viagra subscription!!!
Congrats on another winner.

I don't see many of the old gang around. Think perhaps they have taken the cure in one form or another. I just lurk alot, overtrading my accounts and looking for smart people like you. To date after 10 years at this averaging about 10 hours per day, I have found only 2 or 3 others, but noone with your devotion to duty.

Mads pops up a few times but I have lost track ( or should I say TRAC) of her. Hope she is well. RB aka Raleigh our original phantom could he be the RB Phamton with the huge following or is he still around?

Take Care and mucho gracias!!!