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Non-Tech : Bill Wexler's Dog Pound
REFR 2.100+5.2%Nov 24 3:59 PM EST
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To: Jim Roof who wrote (2070)7/14/1999 3:27:00 PM
From: Marconi   of 10293
 
Hello Mr. Roof: BTIM

I see your point of view. I meant the 25 to 6 drop in the last year and the 18 downward trend of present. Obviously I am expecting the downtrend to continue this time to under 6, probably the 4-5 range where shorting becomes difficult for many folks and many will have boxed or covered by then. There is no substitute for performance and I do not expect Biotime to earn market cap in the year forward. A fair start would be to see reported significant replacement sales (not stocking inventory).

The other large med supply firm in the Chicago area is major in IV solutions and bric-a-brac hospital supplies. I am sorry I do not remember the name. They have their Renal Systems division in the Chicago area--one of my lower classmates may be running much of it yet. Anyway, that firm in the early 90's was contracting hospitals to do their supply management through computerization with them. It reminded me of the airlines reservation system. However, there was no preference given for the firm's products--at least not at that time. I thought they had something like 60% of the beds covered at one time. The neat thing about that would be it would give that firm a goldmine in competitor intelligence knowing the consumption rates, inventories, and pricing of all products in use in a hospital. I thought the other firm rather than Abbott was the larger in IV solutions. I discount Abbott's involvement--important to BTIM, yes, but much less important to Abbott. And no shoo-in if a competitor such as the other firm (not Abbott) were to reformulate a line of solutions if there is found to be any significant business to be had with starch solutions.
Best regards,
m
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