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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: DDS-OMS who wrote (3269)	12/10/1997 3:27:00 PM
From: sailor	Respond to of 23519

Gary Your personal analysis does hold some water. Running with known equipment may be the best way to pass FDA. Plus if you have to buy new equipment, why not put some (new) at both plants. I worked for a company that did the following scene. Moved old equipment to new building. Refurbished old areas (floors, walls, lights, etc) so it was top rate for FDA. Moved Old equip B into refurbished area, and so forth. By the time they were done, (four equipment moves) all equipment was moved, all floors, walls, lights etc were they way they wanted it and new building was 50/50 old new equipment. The whold operation looked spotless and ran better, but boy oh boy did they loose production. Sailor

To: DDS-OMS who wrote (3269)	12/10/1997 3:37:00 PM
From: Zebra 365	Read Replies (1) \| Respond to of 23519

Gary, I agree with your conclusion regarding the one line of production out of four. Obviously, can't move less than a full line and I don't think the regulatory approvals can be obtained unless you are in production. My impression, and recollection, was that the new plant would have capacity for six lines with two planned initially. I suspect it is more a shortage of skilled labor than machinery that is the problem but that is pure speculation, I do think that management owes the shareholders an explanation of this strategy, and sooner rather than later. As far as predictions of stock price, well I'll leave that to the so-called analysts who rush on to the field after the battle and bayonet the wounded. All I can say is that, looking forward, (through the tears over that new Lexus I lost today), production should be at least 100% in January, and how much of that product can be sold overseas (from the new facility, the 25%) will determine 1st quarter sales (revenues). Some managers like to wait til they have good news to follow the bad before announcing the bad news. I'm hoping this is the case here. I increased my position by 50% at 12 7/8 this AM. Even if we are frozen at 75% sales for a while, this stock is still earning $1.00 per share, I think a p/e here of 13 is too tempting to pass up. If we don't lose half the short position in the next two days I will be very surprised. I can't see anyone wanting to short this or stay short at this price. My sympathies to those who were forced to sell today. Zebra