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

To: BDR who wrote (458)	3/1/1998 11:02:00 AM
From: cmpg	Read Replies (3) \| Respond to of 658

Good points. However, I would discount the emergence of INIS in the next two years. My understanding is that this company is embryonic stage. Also, I understand their business is isotope production and supply, not manufacture of medical devices. If they wish to do both jobs, doesn't it put them at conflict of interest with some of their isotope customers? Always a sticky situation. I'm betting on NASI. IBT. I believe they intend to enter the field with Pd-103, not I-125. I could be wrong, here. The Pd-103 vs I-125 question will remain unresolved until well controlled, 10 year clinical data are published. From the medical physics perspective, I doubt there will be significant differences in the end. Does THRX deserve a higher PE? They may, but I think this is justified from the perspective of their experience in the field versus competitive product issues. Once NASI establishes a track record for delivering their forecasts, we can make more accurate estimates of stock valuation. In the meantime, my expectations are that they will pull it off. I think there is ample upside for this stock.