| Modified | DDT |>| THU.DEC,961219,10:47 | | © Coherent Systems Inc . |
Excellent Lunch speech : StuartGoldberg MerrilLynch Small cap ( < $1B ) research . Companies noted :
URL |>| \COSY\CAL96!/Job/Equities9612
============================: THU.DEC,961212 :============================
|11:46| Xybenaut Corp XYBR XYBRW | EdwinNeuman : Point of use info . 486 586
1.6GB 32EDO RAM . connectors -- one who navagates .
Strainreinlev on 2 PC-Card slots ? IrDA on front . integrated speach recog 8
hr Lith external bat | GPS | Modular design - of shelf snap together ISA 52
pin bus | 2 586 symetric processing . Integrated power mngt - each
functional card has own DC-DC supply . tied to top 10 speach recon sys .
IntelProp : patent on body worn foice activated computers . 9 new patents
since IPO .
5000 $ price point soon . pentium ? non Intel because power - AMD better |
Mfg partner - mainstream | Rockwell sold 140 of first 200 units .
10 20 x 140 |>| 1400 2800 | k $
Were Digitizing manuals . Were doing Mil manual DB
FINANCE : Pub in July 18 | Kensington Fin out of busn . 2.75 from 12
586 quantity 2nd W | Sony lith bateries . | Battery $1k price
1.4M rev in life of prod . Geometric purchasing pattern.
Busn Structure - outsource ? | market : Just in time training .
Coal mining . Full implementation 10 - 100k units
CSK forcast . for 30M next yr .
Loss thru next yr | break even on 5-6K units .
2.4M float on 4 M shares | guy from Grid/Tandy .
Some contracts for
BurnRate | 7 M cash - burn 3-400k % mnth |
75 day cred w Rockwell .
Licensing .
likely to need additional permanent cap in next 2 yrs .
HyperLink Font : dbl underlined italix so no confusion on any screen
Display proprietary . |12:31| See \COSY\PEOPLE!DougPlatt/SelectTek
|12:38| Lunch Capsles
AmericanCraftBrewing HongKong - Mex Irland , Shanhi - micro breweries .
2B$ in US .
Biodynamics : Carl : allographs & tissue engineering .
Command Secutities 55M$ rev - JFK - LAX
Goldcorp : Toronto NYSE: GG.A 150k ozs @ 150$ % oz cost down from 300
need 30M have 90 | 8.5 $ from .5 stock price | may be $110 cost by 2000
Imagica Entrtainment BB: IMEA - PoPur Display items . Banners . 5M$ yr sales
. film anamation in Orlando | 26 % 2hr shows | fine art reproduction oils
on canvas .
Integrated Tek Israel : Amer co w Israeli tek - CompuFone2000 . expanded
into internet telefony - conference internet & normal . remote access
software 660
Itex
Xybernaut : Tokyo office . software tool set .
|13:41| DannielTully - NASDAQ | Stuart Goldberg MerrilLynch : Small cap
( < $1B ) research
: underfollowd - positive earning surprize . Quality of earnings .
.2 top & bottom Line Growth .
Busted growing .3 decline for some reason . BISIS grp .
Ultimate Co :
God chmn , Moses ceo , cfo JC , Mkting MotherTeresa - Ops SanaClaus
Problems : Nepotism , obselesince .
Mngt Mngt Mngt : CFO up to task | Chmn - deep bench
Articulated Growth Story : " growth thru sell to china " .
CEO mkt size & cmetitive position -
may spend 9 months & talk to dozen poeple . cust , suppliers ,
Competitors , board - including investigators .
Conservative Bal Sheet | 40 yr amortazation of goodwill \|/ |
Ratios : ROE > .2 RoA > .2 | low debt . Inventory & receivable turns
Big 6 Auditor .
mult < P % E to Growth rate
Biotek cashflow & burn rate problems
EPS not CF | > $10 % shr . > 25k shares vol % day .
|14:3| when sel ? wanted to do short as initial rec - not compliant .
ML just 2 people in small cap ? hand things over to industry analysts .
|14:6|
|14:33| BarryEisenberg GenCouncl | CEO Chm AlanHaber : Integrated Tek Israel
: originally Phone keyboard . conferencing regular & internet fone | Gemini
handling retail . 1st 10k units out to them Remote access software 179 $ .
Keyboard phone | WPS 1000 printer interfacs - difuse IR 15-25 feet |
Bundling compunet & ISP = IDT & VocalTek - lag time better , voice qual up .
Full Duplex or half based on sound card . IR link | 802k 1.2-4 | Gemini dist
10-100k units . Pres of Boca | virtual modem |15:18|
.38 x 4 |>| 1.52 | 35 % r |>| 23.03 | P % E
|15:52| American Craft Brewing Bahamas . AmBrew MicroBrewing - all over seas
. Tap Foreign Mkts | JV NW cadilac of Brew Eq Mfgrs , MBS sigt devel
| HongKong - US flat overall Beer consumption .
.5 an growt in micros | 8 - 10 styles | 6-8 people staff . own & operate .
Ireland .6 .4 JV | Equip cost 478K $ |
also Shanghi .
IPO retired all debt . orderd 20 brewerys | Tecate MX | much keg busn
| Box o Rocks promotion made RollingRock |
3000 6 % 70 |>| 42.86 0.09
Duna | Crooked Island ale | Sazerac - Herbsaint
Just aiming at .02 of total market |16:34|