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

To: Tom Drolet who wrote (7516)	7/19/2001 9:22:17 AM
From: Montana Wildhack	Read Replies (1) \| Respond to of 14101

Tom, The dilution issue is real as you know. Let me ask you a question. When you are in an insane asylum and you react to events there with logic, are those the actions of a sane man? :-D Wolf

To: Tom Drolet who wrote (7516)	7/19/2001 2:16:34 PM
From: Tom Gordon	Respond to of 14101

Tom, you wise old owl, your wisdom is never taken with a grain of salt, even if things don't pan out, my paring down of holdings here will not break my bank. Yes, the the slow and methodical winding down of the patent on Pennsaid and the long term ramifications of getting WF10 to the hypothetical market via the totalitarian ways of RK will likely have a profound negative effect to the stock. Still, there is that element of pie in the sky one always clings to that perhaps RK does have some wizardry in her magic wand. Time goes on, what happens, happens. No FDA, no go for this co. agreed. Interesting take on your find in the land of Brits. They drink that warm ale as a pain killer nes't pas? Regards, Tom.

To: Tom Drolet who wrote (7516)	7/19/2001 6:02:04 PM
From: Mark Bartlett	Read Replies (2) \| Respond to of 14101

Hi Tom, Hope you are well. A few comments. <<Yes , WF 10 looks good/great/super--but another long cycle time for development. If you have the patience of J... OK!>> Hopefully the bulk of the development time is behind us. We may or may not get a fast tracking -- that is going to depend upon how compelling the result are. I am betting that they are similar to the phase II and if that is the case they are pretty compelling. If they are as good as phase II, and we are not fast tracked then there is something seriously wrong with the system. If we are fast tracked, then I would expect Oxo's submission to go in late this year or early 2002 with a time line of 6-8 months from then -- in the scheme of things that is not too long. As to pills over lotions -- I suspect there is some truth in that. But there are a significant number who do not have a choice -- it is pain or lotion. In addition, the UK is likely one of the toughest markets to get established in. It is going to take a while for doctors to know and get comfortable with Pennsaid. I am not sure that using them as a yardstick this early in the process is really a good indicator. As to the dramatic manipulation of the share price; I am not sure that it is anymore or less dramatic than many other companies. It would be very easy to make a case that many of the techs had their share prices seriously manipulated over the last few years. I guess it is really a case of whether one makes or loses $$ in the process that really matters -- not the manipulation. There is no doubt at all that things are taking longer than anticipated -- much, much longer. And I have to believe that if some significant milestones are not met in the next 6 months, Rebecca's DMX days are likely numbered. All that being said, I have to believe that Oxo would not entertain a purchase by DMX, and risk years of research effort being wasted, if there were not some confidence of a positive outcome. But as one poster said on Stockhouse, maybe this is all a rouse to bolster the share price and in 6 months the deal will be off. Take care, MB