Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.580

+0.6%

10:02 AM EST

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To: Larry Brubaker who wrote (6117)	1/16/2000 10:11:00 AM
From: DanZ	Read Replies (1) of 10293

Larry, RE <Bad News for Gumm> How is the new publicity surrounding VPHM this weekend bad news for GUMM? The story behind Pleconaril isn't new. The only thing new is the publicity and hype, which could spell short-term trouble for Viropharma's stock if it gaps up on Tuesday. You say it's bad news for GUMM. Can you please elaborate by answering the questions in my post on the GUMM thread. beta.siliconinvestor.com Why do I get the feeling that some of you who are short GUMM are digging for anything and everything to justify your position after you have already taken a position? Hoping and wishing won't change reality, and the reality is that the forward fundamentals for Gum Tech are soundly bullish. BTW, there is more to Gum Tech than Zicam. I'm sure by now you've had time to do some due diligence on Swedish Match and nicotine gum. Do you think that the joint venture might use the Redman brand name? How much nicotine gum do you think they might sell and how much profit might Gum Tech make? What about dental gum? Do you think Crest Dental Gum or Colgate Dental Gum might sell? Pure speculation here, but I think that one of these will play out in the next month or two. After all, investors do have to have reasonable guesses about forward expectations. I'm sure that you also know that Gum Tech has already repaid about half of what they borrowed from Citadel...you know the financing that ISN'T a "floorless death spiral". When one searches and searches for something bad about a company and can't find it, and the stock goes higher and higher, could it mean that it's time to reassess your position? Best regards, Dan

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