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Biotech / Medical : New Brunswick Scientific Co., Inc. (NBSC)

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To: Extra Pale who wrote (181)11/3/2000 12:20:41 PM
From: scaram(o)uche   of 724
 
Extra:

The NBSC concept of IR is to provide the temperature in Edision, 24 hours a day.

The company is priced for failure. I expect, given Eichenbaum as CFO, that they will fail. If it's not parts supply, it will be the euro. If it's not the euro, it will be something else. By the time that Sam can count the next few quarters worth of beans, the backorders will be largely canceled rather than filled.

That is..... while "trickle" should show up on this next quarterly, these guys can't get out of their own way.

But.... it just doesn't make any difference...... (1) "trickle" is going to last for at least the next two years, and (2) Freedman will give up soon, in the face of ongoing performance-related embarrassment. Given DGI, we should do OK in the interim, and.... when Freedman calls it quits, the stock should triple. Would anyone else retain Eichenbaum?

Thanks for your efforts to determine the timing, re. the next release.

Rick
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