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Biotech / Medical : GUMM - Eliminate the Common Cold
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To: Mad2 who wrote (817)8/29/1999 12:58:00 PM
From: out_of_the_loop  Read Replies (1) of 5582
 
Mad2:

I find it quite interesting that it is my nature to defend and simplify when I have gotten my specifics by having met and spoken to the CEO, IR people, the inventors of Zicam, & visited facilities in CA and AZ.

Yet, you base your comments on ___________________ (you fill in the blank - I would say speculation and your own generic experience that is not specific to GUMM).

I am not saying that your discourse is without merit, it is just not specific to GUMM because, like most people who tend to short, you get your info from outside the company. In addition, most of the anti-GUMM comments on the SI boards have been on the line just short of ridiculous - or frankly over it. I am not judging all your posts that way, but you should know what I mean since I am sure you read the "late" Mr. Wexler's thread.

In addition, <<issue was a real issue 18mos or so ago and by the way PIB is what make chewing gum chewy. >> typifies your responses - you make issues out of things that are not issues.

For example, tell me how their packaging machine works and why lead time is a problem. You tell me based on your info and then I will answer you based on my actual examination of the equipment.

Regards,

Howard
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