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Biotech / Medical : SAFESKIN
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To: Thomas M. who wrote (462)11/22/1998 10:30:00 PM
From: Mr. Happy  Read Replies (2) of 828
 
The Barrons article has absolutely NOTHING NEW to add - it is a regurgitation of the Smith Barney analyst report. The issue with inventories was explained away by the President and CFO. They have increased manufacturing capacity by 60% ytd. The accounts receivable issue ties in with shipping customers more product now then they had historically. I am told that account receivable are now back to normal levels. Customers are blowing through the gloves they received and are ordering more. How else could the company say at DLJ's Healthcare conference that they are comfortable meeting or exceeding Street estimates for Q4. As for competition, SFSK has always been in a highly competitive business (as are AXA and DLJ who are highlighted in the cover story) and they have succeeded and I see no reason why they should not this time. SFSK is a BUY on any weakness.

MR. HAPPY
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