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

To: LiPolymer who wrote (6329)	1/25/2000 11:14:00 PM
From: Bill Wexler	Read Replies (4) \| Respond to of 10293

Good for you! And as soon as I see any evidence of real products and real revenues in the SEC filings, then I'll be more than happy to cover. By the way, you may want to read the old Oppenheimer "strong buy" recs and research reports on Zonagen (ZONA).

To: LiPolymer who wrote (6329)	1/26/2000 2:06:00 AM
From: Larry Brubaker	Read Replies (1) \| Respond to of 10293

LiP <<Revs: FY 2000 $24.7 million FY 2001 $100 + million>> FY 2000 revenues of $24.7 million? That would be quite a trick given that FY 2000 ends in 2 months and they have a total of less than $1 million so far, and only have another $2 million order to fill between now and March 31. FY 2001 revenues of $100+ million? That would also be quite a trick given that VLNC's CEO projected a run-rate capacity of $75 million in late CY 2000, which is 3 months before the end of FY 2001. Further, including all of the 43 million fully-diluted shares, the current market cap. is already 10X the $100 million FY 2001 revenue projection. Finally, assuming 43 million shares and a $40 price target, which is stated to be 10X FY 2002 revenue, Oppenheimer must be projecting $172 million in FY 2002 revenue. This projection seems more likely to me than $24 million in FY 2000 or $100 million in FY 2001.