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Biotech / Medical : Matritech (NASDAQ - NMPS)

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To: William J. Leiby who wrote (516)	12/17/1997 6:09:00 PM
From: John McCarthy	Read Replies (1) of 849

Hi William - <<Tried calling (repeatedly) this Caldwelll (IR) guy but he's never had the courtesy to take my call or return my call>> No doubt, looking for that big distribution channel in the sky.<g> With regard to price and volume, across everything I own I boil it down to (1) Environment ... IF Korea tanks Japan tanks so we tank ... THEREFORE - U B in profitable companies (preferably w/o Asian exposure) or U B unwanted for the moment. This goes away when the IF goes away. (2) Cheating .... I am guessing many companies KNOW what their 4th qtr. revenues will be by now +/- 10% - excluding software types. In our case, someone may have leaked out 4th qtr. revenue and - it was simply awful. I define awful as (1) NO NEW ACCOUNTS, (2) Lower rev. from existing accounts. Other than that I am in the dark too. If you discover something, please advise. I'll do likewise. Regards, John

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