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Gold/Mining/Energy : Nuvo Research Inc

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To: Cal Gary who wrote (9812)	6/16/2002 12:30:09 AM
From: axial	Read Replies (1) of 14101

Hi Cal - Good post: always important to stand in the other guy's shoes when trying to understand what's happening. The different perspective is appreciated. "It is too bad that UK sales are 'bad'. The fact is their 42 sales people and management did not get it done by selling Pennsaid from their inventory (not DMX's inventory) that they are obligated to buy from DMX." Do I understand correctly? You see this as a failure by Provalis to do something that they could have done easily? That is, adding Pennsaid to their inventory, and selling from there? They didn't, apparently. (Your knowledge of the terms of the agreement is impressive). Care to speculate on why? Was it a simple cost-saving measure (ie., not maintaining inventory) that blew up in their faces, or was it (as others have suggested) an intentional shift in product priorities? Accident, or design? Jim

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