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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: Joe Krupa who wrote (6972)	3/20/2001 12:05:08 PM
From: twentyfirstcenturyfox	Read Replies (2) \| Respond to of 14101

Hi Joe - I posted before i worked my way through those 400 odd posts...so excuse my duplication of what the UK source says versus Wolf et al. Yes, I do follow the Stockhouse thread. It is better for the Cox-2 disclosures, and alot of day-trading speculations. However, SI shows better postings by far as regards plant capacity, the various markets, and so on. Wolf certainly has earned the title sirpostalot, as one wit posted 3 nagging concerns remain, though. 1. UK distribution: - Provalis is having to double its sales force, to represent Pennsaids in the UK only. That means they may be too small an outfit. If all the UK sales projections on this thread are accurate, Provalis may not be able to do the best job for Dimethaid - this is my concern. They represent other drug manufacturers, too. And, further is it not the Provalis marketmaker's analyst who is pushing out the low estimates v.v. Pennsaids sales. It is not unreasonable to ask, whatvolume of Pennsaids is Provalis expecting ( and therefore able to sell)? I understand the UK market is not 100% marketing and salesperson driven, but.... 2. -UK/EU: - Dimethaid is still going to end up with at least 2 distributors - if not more - in Europe (I'm including the UK). In the absence of a reasonable explanation, I find this to be more risk-prone than if one had been selected. 3. Management: I don't care how good the first product is, the success of the company ultimately depends entirely on the management, including developing a culture of growing people inside. If this stays a one person company, there will be problems. I read all of posts interpreting what is coming - i have yet to hear anyone ask - where are the people who will lead this company into a billion a year of sales. I see only Rebecca and an invisible management team. DMX is where I have most of my investment funds - so, yes, I am expecting success. I believe too many posters are expecting to ride a smooth road, no bumps. And, since life doesn't always turn out that way - it is worthwhile to discuss these concerns. Don.