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To: BelowTheCrowd who wrote (1366)6/15/1999 7:28:00 PM
From: Peter V  Read Replies (1) | Respond to of 10293
 
I don't know if any hospital is going to buy the units in bulk, how many Bilicheks do they need for a NICU and maternity ward? Two, three? None? The lensettes are a bulk item.

I don't know the structure of their distribution agreement, but I'm guessing CCSI gets a set amount, and the distributor can sell the unit for whatever price it wants. We can speculate all we want about how much CCSI is going to get, but as I've said before, I agree that it's probably not all that much.

CCSI didn't even rebound 2 points on the latest news. Manfred must be thanking you even more today. LOL!



To: BelowTheCrowd who wrote (1366)6/16/1999 11:04:00 AM
From: Marconi  Read Replies (1) | Respond to of 10293
 
Hello Mr. Gat: CCSI
I wonder to what extent Lehman is another factor in takeout from the 'revenue' stream. I am very interested to see the 8K details to see how Lehman protects their money interest in CCSI's situation. Those terms are more of interest than the PR tripe released so far. My instincts tell me there is a lot missing from that picture and the 8K will be the most concrete and definitive revelation about CCSI, possibly in some several years. I have a modest short position of 1k+ shares. I might get more aggressive if the 8K spells out what I suspect is intimated by the cloaking PR so far...no nitty gritty, it has got to be in that 8K
Best regards,
m