SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Misonix Inc. (MSON)
MSON 26.540.0%Nov 22 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: FastC6 who wrote (827)10/6/1998 6:20:00 PM
From: Candle stick  Read Replies (1) of 947
 
I think you are way off base. Read this link for a good clue as to how sales are going.....apears to be bigger than anyone thought .....

RE: "I believe the ultrasonic devices will show a significant slowdown in sales."

post.messages.yahoo.com@m2.yahoo.com

"I've been looking at the sales and backlog numbers from the 10K vs. publically
reported new orders for medical products. Interestingly, Misonix has received
$5,863,000 in new orders for medical products that they never issued a press
release on. Some of these additional orders are probably from Lysonix for spare
probes, customer service, etc., but I doubt that would account for more than
$400k to $500k of that number. That leaves over $5M in new orders which are
most likely from USS. These could have been numerous smaller orders and
change-orders not deemed individually "reportable" and/or USS could have
decided to ask Misonix to treat their orders as confidential.

In any case, since USS orders for both boxes and probes were reported by
Misonix through March 11, 1998, we can guess that these $5M in orders came
between 3/11/98 and 6/30/98. That makes Ghost's FY'99 estimate of $9M (in his
valuation model) and my own estimate of $10.3M both look pretty conservative.
BTW I estimate that USS sales were about $4M for Q4 FY'98. "
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext