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Non-Tech : Bill Wexler's Dog Pound
REFR 1.620+3.2%Dec 5 9:30 AM EST

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To: RockyBalboa who wrote (4496)10/31/1999 7:41:00 PM
From: Mike M   of 10293
 
You care to provide an estimate for revenues & acct. receivables?

I have little basis for an accurate estimate for revenues. However, anything over $3 to 3 1/2M revenues would suggest significant sales from Zicam. I've heard that it reached about 26k of the 40k stores it is presently in, by the end of the quarter.

Of course, revenue wise, even more important will be the next two quarters which will reflect full channel and reorders. So many things may happen by then, it is hard to determine which will carry the most impact.

For the bears, victories, moral or otherwise, will be found in poor reorders, a bad clinical(should know around mid November), failure to announce a nicotine joint venture (expected before the end of the year).

Hank's objections to the contrary, the market appears to be anticipating good, not bad news....



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