GSII - GENERAL SURGICAL INNOVATIONS, INC. Message Board

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Biotech / Medical : GSII - GENERAL SURGICAL INNOVATIONS, INC.

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To: Epics who wrote (108)	3/2/1998 4:56:00 PM
From: Lighthouse	Read Replies (1) of 211

The following statements are not to be construed as a solicitation to purchase or sell securities. The opinions/comments expressed here are the authors own and are not warrantied or guaranteed to be accurate/timely/helpful/truthful. Investing is a personal decision which involves risk. Be careful. Still digesting the press release from the other day. I believe the reason the stock is stuck in the mud is that revenues for the next quarter are going to be LOW. Without JNJ buying specififed product or supplying guaranteed payments I am expecting a sharp dropoff in revenue. That increaes the cash burn rate and pushes revenue momentum out further into the future. Also two of the company's lawsuits with Guidant have been pushed back again. That will again increase the burn rate. The cash level per share is currently supporting the price. Decrease the visibility of the cash level and the stock will adjust accordingly. We are seeing that right now. Cardio sales are still ramping and the field appears to be expanding. At what $ level I do not know. I have seen comments on Ethicon's system and USS's system. Both get positive reviews. GSI has some advantages on those products, but does not have large purchasing contracts or a salesforce to muscle the product. This will take time. The wild card in all this is the Origin division of Guidant. They want to focus on Cardiac MIS . . . not general surgery. Let's play dream world: A combination b/w the two would make sense. Resolve the entangling legal disputes between the company's? Save both companies legal expenses? Provide instant momentum in the market (GDT says it is selling 20,000 balloons per quarter for hernia)? A sales force that is selling the product now? hmmmmmmmmmmm. How does the rest of the thread view the recent developments? Regards,

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