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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (51036)	2/1/2000 5:06:00 PM
From: out_of_the_loop	Read Replies (2) \| Respond to of 122087

Kevin, with all due respect, you have no idea how Zicam is selling or the company's targets. They are starting international sales once they can meet domestic demand (read:it is selling as fast or faster than they can produce it). There is a waiting list for stores who want to carry it while the largest customers are filled first. You are competing against institutional buying. Anthony can decide if he wants to try to "rescue" you guys if he wants, but publicity has not even begun on this - just today's PR -and the study included an arm that will test whether Zicam can prevent infections with rhinoviruses. That part of the study was not made public. Once it is (yes, I am assuming it will show prophylactic benefit), people will want it for their kids at college, they will want to buy it in airports, and doctors will have their patients buy it - it is cheaper, more effective and it is already for sale in over 50,000 stores (compared to pleconaril - a drug that has not received final FDA approval and costs 5-10x as much (and is a prescription med). Insurance companies will not want to pay for (and they will not pay for) expensive meds that are less effective than OTC meds. It's called "institutional review policy" and it is a reality. Since nicotine gum is probably more profitable to GumTech within a year than Zicam, once the details of the Swedish Match joint venture are disclosed, the stock price will discount that. Product should be out in the summer some time. BTW, notice that the financing, not a "death spiral" as some of your cronies claimed, is more than half paid in less than 8 months.

To: Kevin Podsiadlik who wrote (51036)	2/1/2000 6:03:00 PM
From: Anthony@Pacific	Read Replies (4) \| Respond to of 122087

there are short sellers and then there are idiots .That VLNC short and GUMM short are two awesome examples of idiocy.. Hmm How do I sign up for that old site??

To: Kevin Podsiadlik who wrote (51036)	2/1/2000 7:39:00 PM
From: Bill Wexler	Read Replies (3) \| Respond to of 122087

You also forgot REFR at $8. Oh my. Could it be that I'm wrong about all three companies? GUMM - have the brilliant scientists at GUMM finally proven that Homeopathic medications really work - despite overwhelming evidence that homeopathy is junk science? VLNC - will Valence's batteries stop exploding...and will they ever reveal the identity of their mystery customer? REFR - can it be that after 36 years of producing zero, the company is on the verge of covering the Earth with SPD windows? Time will tell.