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Strategies & Market Trends : YEEHAW CANDIDATES
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To: Crossy who wrote (1308)2/13/2003 6:02:14 PM
From: Sergio H  Read Replies (1) of 23958
 
Crossy, thanks for your response on DFIB. While I do appreciate your current investment strategy in light of the present market conditions, I want to offer some clarification on DFIB.

DFIB is a small medical device co. and not a biotech. Their products are defibrillators. The market for defibrillators is growing exponentially in two ways, by sale of the devices and by sale of supplies for the devices. The latter is an example of the business strategy made famous by Gilette (i.e. razor/razor blade).

There is pending legislation in all of the states in the US regarding making defibrillators available in public areas. Particularly attractive is the school legislation that has so far been approved in only two or three states with all expected to pass legislation sometime within the next 15 months.

DFIB recently settled out of court in their patent litigation against Zoll. I don't think that Medtronic will drag the claim against them for very long when their turn comes up, particularly if Phillips suit is settled quickly. These law suits will establish DFIB's niche in the defibrillator market where is is now the smallest of the players. Establishing a niche will make it a prime takeover candidate for a company such as GE wishing for easy entry into this market area.

This is not a value play, but a growth play, albeit in a weak market for growth plays. The takeover angle along with growth projections above the 30% range are the key catalysts for a higher price for DFIB.
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