To: Bruce A. Brotnov who wrote (232 ) 12/29/1999 8:01:00 PM From: John McCarthy Read Replies (2) | Respond to of 315
Bruce ........ <<I have a subscriber who uses their product and he thinks they are going to see revenue decrease due to competiton such as from MWMD. >> I want to call into question your *motives* here. In no particular order ...... (1) the MWMD Hair Removal device approved by the FDA ** cannot ** be used on the FACE. You ** fail ** to mention this fact. To repeat .... a Hair Removal Device that cannot be used on the face. <g> (there's a marketing challenge) (2) the MWMD device costs $100,000 a copy A bit higher than CLZR ($69,000) OR COHR ($85,000) both of which can be used on the face. You did not mention this fact. Moreover, in case you haven't noticed, CLZR and COHR had monster quarters (Q1) .... and the best is yet to come in as much as our STRONGEST quarters are in front of us ..... i.e. Q3 and Q4. my inference being ....... sales were UP 49% year over year. (3) CLZR sells into two UNIQUE and NON-COMPETITIVE Distribution Channels. Brazil - 16,000 Dermatologists ........ PSSI (stock symbol) PSSI signed a distribution agreement with CLZR .... PSSI has 700 salesmen ...... serving 170,000 medical doctors who have already purchased $6.3 million dollars of CLZR lasers .... and the real rollout is just now beginning ........ IOW - no one else is in or can get to these markets. MDMW has 2 sales people. They are x-ESCM'ers. (4) CLZR is about to uncork a *New Product* for either Skin Resurfacing or ACNE ... not certain for which indication BUT the product will be announced by Jan 20th. This product could ** easily** add between $0.25 to $0.50 in E.P.S. for this fiscal year. See my post on Yahoo ..... You fail to mention anything about a new product launch. Questions for you: Do you own MWMD stock? Do you have even the *remotest clue* as to the markets that CLZR sells into or *what* their game plan is? Do you research *all* your stocks picks on your web site as deeply as the quote I cited from you at the top of this post? Finally, and very curious, can you verify that your subscriber is a doctor using their device? As opposed to - perhaps - an employee of MWMD. Ask your subscriber if the *Doctor* who LEAD the trials for MWMD has a medical license in California. If he doesn't - ask him what happened to it. And why. regards, John McCarthy