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Strategies & Market Trends : The GUMMMy Bear Squad touting Gum Tech (NASDAQ: GUMM) -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (116)	2/2/2000 8:02:00 AM
From: Mad2	Read Replies (1) \| Respond to of 207

Carl what's the basis of your analysis. I understand your point, as I went to a Walgreens in early Nov and didn't see Zicam and went back in mid Jan and did see it on the shelf. My intuitive analysis would indicate that stores would probably stop ordering around beginning to mid Feb assuming 2 week lead time. I base this on the belief that cold remedies probably stop moving around 3/1-4/1. Anyway, it begs the issue of what type of guidance does the company provide. They should be able to provide revenue numbers for Jan and open orders for Feb. Can't imagine there will be much more than that to come. Mad2

To: Carl R. who wrote (116)	2/2/2000 8:36:00 AM
From: Mike M	Read Replies (2) \| Respond to of 207

Carl, That is a good and reasonable response. It represents the gist of my expectation. I would only add that GUMM has been geared up for international sales but was unable to satisfy US market until now. Given that goal then, I think they may well sell all the Zicam they can manufacture this quarter. Furthermore, although colds are certainly more prevalent in the winter they occur year around. This product will have a place on the shelf in the summer as well. This may be particularly so because many people have indicated an anecdotal relief from allergy symptoms attributed to Zicam. The product shelf life is long etc... I agree that mad2's logic is clear and not unreasonable. He may be right but I am sticking with my expectations until proven wrong.