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Technology Stocks : NASI (North American Scientific, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: cmpg who wrote (455)	2/28/1998 3:59:00 PM
From: Steve Warkentin	Respond to of 658

great post....thanks

To: cmpg who wrote (455)	2/28/1998 11:30:00 PM
From: Michael Paul Langley	Read Replies (1) \| Respond to of 658

Welcome CMPG great analysis on Nasi vs Thrx. One correction is that Nasi currently has 4.25 million shares outstanding with a float of 2.7 mil. Where did you see the estimate of $7.8 million seed revenue for Nasi in 1998. I thought Mentor mentioned in a recent press release that they expected Nasi to have about $4.7 million for 1998?

To: cmpg who wrote (455)	3/1/1998 12:30:00 AM
From: BDR	Read Replies (1) \| Respond to of 658

<<Apply same business P/E as THRX of 90>> As you point out THRX makes palladium seeds and NASI makes iodine. Although there is no clear evidence that one is better than the other for any given clinical situation (at least not the last time I reviewed this stuff) THRX is still the sole provider of Pd103 seeds and NASI is competing with Amersham (and maybe INIS and iBT?) in the iodine field. As long as there is the perception (real or not) that Pd is better in some cases, THRX may be able to sell at a premium to anyone making Iodine.