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 : GUMM - Eliminate the Common Cold -- Ignore unavailable to you. Want to Upgrade?


To: Hank who wrote (1540)11/8/1999 7:30:00 PM
From: DanZ  Read Replies (2) | Respond to of 5582
 
Hank,

My only agenda is to get to the truth of all issues to the best of my ability. I try hard to make it clear when I am offering an opinion and when I am stating what I believe to be a fact. When I state something as a fact, I normally provide a source. On the issue of AJIC, I have said that I will reserve judgement until I have all the facts. I will be pleased to share what I find at that time. I think this is reasonable. Irregardless of why AJIC withdrew the article, the fact remains that the company received a lot of publicity for Zicam and it is selling out all over the country. The only issue outstanding relates to how the article was handled with AJIC. I can appreciate this, but at the same time keep it in perspective as to how it relates to sales and profits that will drive the stock price.

Let's assume the hypothetical absolute worst case for a moment...that being GumTech and/or Edelman intentionally used AJIC to get publicity. I reiterate so there is no misunderstanding. I do not yet know why AJIC withdrew the article, but I would consider this the worst possible scenario. I would disagree with the company's decision if they used AJIC to get publicity, but whether I would sell my stock because of this is a completely different issue. If Zicam works for the masses as well as it works for the people that I know, it won't matter if GumTech or Edelman did a no-no. The second independent study will be out soon and the first study won't matter. Do you think that consumers will boycott Zicam if the company or Edelman used AJIC to get publicity? For the most part, the only people who would know about this are people who follow the stock. A few consumers might be so bothered by this that they wouldn't buy Zicam, but the effect on sales would probably be negligible.

I reiterate again that I do not yet know specifically why AJIC withdrew the article. My example above was purely hypothetical to demonstrate that one needs to separate their opinion on the stock from their opinion about the company's decisions. If the company didn't have any malintent (which I think is most likely), then they got the publicity and won't even have the hand slap.

Best regards,

Dan