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To: Brian Malloy who wrote (14213)	12/9/1997 3:46:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

how can i buy a company at it's all time high trading twice it's sales growth? when so many fallen angels on the street? angles list: amat intc, nvls, orcl, sunw etc etc.. i like being punished. short term punishment worth the long term pleasure. though sunw is already back up from 33 to 40 now. i still don't have any nvls. orcl is down due to high cost of employment here, and since it's very service oriented compared to hw companies more hurt. u r right thougt, i read the business week article on sap. i just figured every good company must fall one of these days.

To: Brian Malloy who wrote (14213)	12/10/1997 6:53:00 PM
From: Sonki	Read Replies (2) \| Respond to of 27012

brian, vvus.info...incase u want to buy more. Message 2930860 atleast we don't have to worry about demand going away. it's just prodcution problems. mgnmt buying back. stock got hit. VIVUS INC. (VVUS) 20 1/8 CLOSED. Shares of developer of therapeutic systems for the treatment of erectile dysfunction are expected to come under heavy selling pressure this morning after the company said this morning that it would not be able to meet its production goals for the 4Q. In the third-market, shares of Vivus are currently quoted at least $7 below yesterday's closing price level and it could get worse before any improvement is noted. The company has been trying to expand its production levels by shifting personnel and equipment to a new production facility, but will suspend production from Christmas to New Year's in order to complete needed maintenance. But, "because the company continues to be capacity constrained, the impact of these factors is likely to result in approximately a 25% decrease in product revenues for the fourth quarter as compared with the third quarter." In the 3Q, the company had revenues of $39.12 million and total revenues of $105.4 million in the first three quarters of 1997. And because of these production shortfalls at its new facility, shipments from this new plant will be delayed, to the 1Q in Europe, and to the 2Q in the U.S. These shipments to Europe and the U.S., however, are dependent on Vivus obtaining the required regulatory approvals. After a very positive upward trend during late summer months of August and early-October in which the stock appreciated by more than 74%, the stock has run into heavy selling as Vivus shares have fallen as quickly or faster than when they went up. And today, the stock could lose as much as 40% of its value on the latest misstep by the company.