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

To: DanZ who wrote (2403)	3/25/2000 6:01:00 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 5582

I believe that some people are too focused on Zicam, because this company has a lot more going for it than just that one product. I think that this focus has hurt the stock price in the short term, and that the stock will rally when people realize that production of nicotine gum will begin in only three to six months. I believe that the company is also very close to announcing a joint venture for a new dental gum (major toothpaste brand). Dan, that sure doesn't jibe with what you were saying a few weeks ago. Statements like the above coming from a company spokesman would always make me suspicious, but for a company with GUMM's track record, they are a big red warning flag. The history of this company has been one promised blockbuster product after another. And each time the blockbuster doesn't materialize, we get promised yet another one. It's starting to sound like deja vu all over again to me.

To: DanZ who wrote (2403)	3/27/2000 10:20:00 PM
From: Helios	Read Replies (3) \| Respond to of 5582

Thanks for the advise Dan and all. But why wait for international sales, what happened to domestic sales? Zicam may in the end be a viable product but I don't see insiders acting like it is. The sinking ship metaphor seems appropriate here. The nicotine gum is a non-starter as far as I am concerned. Ever hear of chewing tobacco? In their income statements I see ballooning receivables without an increase in sales, increasing interest expenses (the creditors may end up owning this company before it makes a dime), and a cash burn rate of about a million a quarter, it should be gone by early year if they can't make some money. Like I said before I don't think I have the temperament to be a successful shorter but this is so tempting. Good Luck!