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Guys, would also suggest you contact John at Investor Relations and discuss prospects. Spent 20 minutes with him last week over the phone, quite amiable to investors, he's one of the best I've seen. Nevertheless, analyst interest in the company is strong, expect new coverage soon. (First Boston, Pacific Growth & others) New website facelift to debut this month, in fact demo available on site. Most importantly, relationships with MANY pharmaceuticals are strong and growing. Besides the $51 million in the bank and clean balance sheet, the relationships with the pharmaceuticals hold the key and differentiate this company from the others. Its the primary reason MCNS has been so conservative. As discussed on the recent analyst call, MCNS employs 10 sales people currently working with the pharmaceuticals to develop ideas and web-based solutions. Anticipate these efforts to pay-off, certainly with increased bottom line revenues and near-term profitability. The stock will explode on news of another multi-million $ deal as it did last fall with Novartis. Lastly, the content is solid, expect closure on another website acquisition soon. Recent sell-off of nets has been traumatic, but IMO, these guys are well positioned. Regards, DAVID. |
