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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Mike M who wrote (1930)7/11/1999 9:42:00 PM
From: Bill Wexler  Read Replies (2) | Respond to of 10293
 
<<<It is my belief that Bill Wexler has been embarrassed by these exchanges>>

Hell, I'm not even warmed up yet.

<<Wexler's blatant innuendo>>

No innuendo. I will state it clearly: I believe GUMM's stock is fraudulently promoted based on false claims regarding its phony cold medication Zicam. If Zicam's claims have merit, then the company would no doubt be more than willing to submit Zicam to carefully controlled double-blind studies against placebo. As such, Zicam is just another quack remedy in a never-ending march of quack remedies.



To: Mike M who wrote (1930)7/11/1999 10:59:00 PM
From: sun  Respond to of 10293
 
Mike - Well Done!



To: Mike M who wrote (1930)7/11/1999 11:34:00 PM
From: Mad2  Respond to of 10293
 
Mike, we all know GUMM is weak financially. This winter will demonstrate what type of revenues and profits will flow thru to GUMM and it's shareholders. When this happens GUMM will move from it's development stage status to one where it will have a history (refering to ZICAM revenue and profit, discounting the gum business which has yet to really return anything to shareholders and whose value is questionable ).
Mike anything is possible however I think one needs be reasonable, I think a objective approach is to look at QGLY in that Cold-Ease serves the same market (seasonal cold remedy) as Zicam. One difference of course is that GUMM's interest in Gel-Tech LLC is only 60%. This leads me to conclude GUMM is allready overvalued (of course it can and may go higher).
With GUMM's current market cap of 92mil (don't think that incorporates the dilutive effects of the new financing????) it is a bit pricey, certianly not supported by the gum business. Big expectations for ZICAM (40% of which goes to Davidson et al..).
GUMM's performance will be what it will be, in the meantime GUMM will stay aloft and probably go higher based on expectations of ZICAM. Sometime between end of third quarter and end of 4th quarter the numbers will start speaking for themselves. I personally will will be watching GUMM (price/volume) and willl watch for their 3 quarter results and see what the tea leaves say.
If you have any pro forma projections I'd love to hear them.
Whats your analysis on the financing?
Best Regards,
Mad2
BTW-