Message-ID: <31754191.1075845216349.JavaMail.evans@thyme> Date: Thu, 31 May 2001 11:00:47 -0700 (PDT) From: subscriptions@stockscape.com To: alewis@ect.enron.com Subject: Andrew - Fagan Report / Trade Alert #15 / Speculative Buy / Cepheid(NASDAQ - CPHD) Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: subscriptions@stockscape.com@ENRON X-To: alewis@ect.enron.com X-cc: X-bcc: X-Folder: \Lewis, Andrew H.\Lewis, Andrew H.\Deleted Items X-Origin: LEWIS-A X-FileName: Lewis, Andrew H..pst Andrew, This free service is brought to you by Stockscape.com ( http://www.stockscape.com ) THE FAGAN REPORT / http://www.faganreport.com OPT-IN EMAIL SERVICE TRADE ALERT #13 CEPHEID / (Nasdaq - CPHD) May 31, 2001 09:45AMET - emailed to TFR Trade Alert Subscribers NOTE - DELAYED DELIVERY: This information was previously distributed to Fagan Report Trade Alert Subscribers at the above noted time and date. Due to ever-changing market considerations - it may or may not be applicable at this time. TRADE ALERT #13 - Speculative Buy / Cepheid / (Nasdaq - CPHD), currently trading at $3.50 with a target above $6.00 and a stop-loss at $2.89. Cepheid (CPHD), based in Sunnyvale, CA, is developing and commercializing versatile, miniaturized instruments that perform all the steps required to rapidly analyze genetic material found in complex biological samples -- sample preparation, amplification, and detection. Integrating proprietary microfluidic and microelectronic technologies. It is commercializing products initially for DNA and RNA analysis in clinical diagnostics, life-science research, agriculture, industrial testing, and pharmacogenetics. Not many stock speculators can decipher the above paragraph, but if you go to www.cepheid.com it all begins to make sense. Cepheid is making it possible to do complicated, critical compound analysis on site in vastly reduced time frames. The range of applications is almost unlimited. It can help detect the spread of cancerous cells during a surgical procedure. In agriculture, it is being tested to identify the spread of Pierce Disease in the California grapevine industry. I looked up Pierce Disease and found the following: Pierce's disease infects grapevines, effectively choking the tissues that deliver water and nutrients throughout the plant. Infected ines usually die within a few years. The disease has been present in California at relatively low levels for decades, but is cause for heightened concern because the glassy-winged sharpshooter (insect), newly arrived from the southeastern U.S. and northern Mexico, can spread it much more rapidly than native insects. - SACRAMENTO, Calif., May 16, 2001 /PRNewswire via COMTEX/ -- Cepheid (Nasdaq: CPHD) today announced that its Smart Cycler(R) TD System is being exhibited for early detection of Pierce's disease in grape vines at today's 13th annual California Association of Professional Scientists (CAPS) State Scientists Day held at the Capitol. Using the portable, real-time gene-detection system, for the first time scientists can detect the lethal disease before symptoms appear, allowing vintners to remove infected vines earlier in the growing season before the disease is spread by insect carriers. Situations like this have the potential to catch the imagination of the market. CPHD went public in June 2000 through an IPO (led by VSB Warburg) of five million shares at $6.00. A further 20.5 million pre-IPO issued shares became free trading in December 2000. Presently, there are 25.5 million shares issued. As of March 31, 2001, cash on hand stood at $37 million - current liabilities $5 million. Based on published information, I estimate FY01 revenue of between $15 and $20 million, with a net cash burn of $12-$18 million. FY02 is where sales and profits should start to improve. CPHD's 52-week high/low stock price is $27.50 / $2.97. What I like about CPHD is its cutting-edge technology in what is likely to be an in-vogue market sector. NOTE / DISCLAIMER All information published by The Fagan Report is for informational purposes only. As Editor, I, Brian Fagan, tell you what I am or would be doing if I had sufficient capital to do so. You read and/or subscribe to receive this information for whatever personal reasons you may have to do so. 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