Mickey,
I happened to catch Sease on CNBC yesterday as well. There has been a little (very little, one or two posts) discussion of SRCL on the "NIFTY NINE . . . " thread, starting with my post of 12/31:
Message 7048594
The Yahoo board on SRCL was much more active than SI's last I looked, although I've not followed it in detail.
I agree with Sease that SRCL may be a terrific long-term play (and has gotten cheap again recently). I like the strategy a lot, and have been impressed with management, in particular with the founder and non-executive chairman, Jack Schuler, who's been around the medical/biotech industry for a long time (onetime President of Abbot Labs, director of Somatogen, Chiron, Medtronic). Schuler is also chairman and founder of another recent IPO, Ventana (VMSI), although I looked at it and passed, since I couldn't see effective barriers to competition for its diagnostic machinery.
Good luck,
-- RCM |
