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To: Sergio H who wrote (1316)	2/14/2003 6:04:29 PM
From: Crossy	Read Replies (1) \| Respond to of 23958

Godot, thx for getting back to me on DFIB... just some notes to clarify my stance in my first reply to you.. you write 1) "DFIB Biz model is not a biotech" - definitely not - you seemed to have gotten me wrong on this - I am pretty aware of this and I actually stated this in my reply.. 2) "Installed base model aka Gilette" - thx - this is important because it's real news to me - to make money on supplies. Obviously you need a good patent position to fully capture the value of such a strategy and that's what DFIB seems to be doing with Zoll, MDT and Philips 3) "Not a value but a growth play" - definitely. But that's my problem in the current context - I cannot really find comfort in such situations right now.. - related - If DFIB has to incur sizeable SG&A costs to defend its patents, the quarterly operating statements in the periods ahead should feel some impact. Maybe a chance for a cheaper entry point on such extraordinary costs that sail thru the bottom line (albeit just a shortterm impact) rgrds CROSSY