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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Cary C who wrote (9289)7/14/2005 10:03:55 AM
From: Galirayo  Read Replies (1) | Respond to of 23958
 
LOL .. Why Not ?? .. I can't Multi Task ... We need someone that can. lmao



To: Cary C who wrote (9289)7/14/2005 10:13:23 AM
From: Sergio H  Read Replies (1) | Respond to of 23958
 
I'm glad Ken explained the ALAN warrants. The math escaped me too.

Cary, I've taken a small position in PUMP. This company is number two in insulin pumps. Medtronic has between 75% and 80% of market share and there's really nobody else. Roche Labs was banned and is on tap to re-enter the market late this year. Meanwhile, PUMP has established a niche and is growing nicely. I think that once it becomes cash flow positive it becomes a take over for a larger player with an interest in entry into the diabetes device arena.