YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Sergio H who wrote (1304)	2/12/2003 6:57:12 PM
From: Crossy	Read Replies (4) of 23958

Godot, while DFIB is surely a nice story, it's valuations are out of line for me to fit my strategy at the present. Shortterm patent litigation expenses are going to hurt the bottom line. OTOH there is room for considerable appreciation once a favourable patent decision on all fronts (Philips, Medtronic) are done. Also, I'm rather not sure about how big the final target market could grow to once updated safety codes are in place. Have you got any glimpse at this - how expensive their defi is and how many units installed base the normalized US target market could carry ?? Without some insight into this, a PSR of 4 appears quite high for me to stir my interest at the present (frankly I like APTI very much in the list of tickers appearing in your current portfolio additions). However DFIB is certainly not a "concept stock" as most biotechs are since it already got significant revenues of around $13m per quarter going forward. So I don't know exactly what to do with it.. You should know that most of my current portfolio companies are either asset plays, restructuring stocks or post Chapter 11 plays - sort of my answer to the current bearish sentiment.. rgrds CROSSY

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