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To: Chris who wrote (4315)	12/23/1997 11:14:00 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 42787

Chris, I am a first timer to your thread and would like your opinion on a stock that I have great faith in but there is one issue overhanging it that caused a recent drop in the share price. The stock is Polymedica(PM)and is in the growing field of diabetic supplies. Their 6 months revenue has already exceeded last years full 12 months. This has been accomplished with a unique and only national TV campaign(Lauren Bacall is spokesperson in ads)to supply diabetic supplies to people that are insulin dependent. On July 1, 1998 nearly 2 million people that are not insulin dependent will be covered under Medicare reimbursement for testing for diabetes. Even without these potential customers PM has increased their patient count by 200% in less than a year. My question is the issue of how they account for their advertising cost. Currently and approved by their accountants(Coopers and Lybrand(SP)they are spreading it out over 7 years. A recent WSJ article questioned this arrangement and caused the stock to drop back to the $10.00 level. Do you have any experience with this issue? Thanks for your input.

To: Chris who wrote (4315)	12/29/1997 4:28:00 PM
From: David Alan Cook	Read Replies (1) \| Respond to of 42787

Chris, Hope you had a Merry Christmas. I just returned from a vacation in the " Gatlinberg, TN ". 1997 was a good year for me even though the last 2 months have not been good. Looking forward to 98. MTEL still ticking. TSSW remains my top pick going forward. This stock has been hurt by tax selling IMO but the prospects for the company turning its operations around are good. . . lower costs and higher revenue from Checkit will help. This is my top pick. Like PACC and CWEI, I tend to buy stocks that have been neglected and / or have had problems in the past ( losses from opns etc )and hold them until they become fully valued. Weight the fundamentals more on the small cap picks. ( First Call is looking for a profit of .13 next year. . Price to Earnings ratio is around 50 for the industry. I believe TSSW will do even better. Waiting for that reversal. DC