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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4238)	3/5/1998 1:38:00 PM
From: Rocketman	Respond to of 9719

Let's dump GENZL and have some buying power while the markets are in "give ya an oppotunity" mode. GENZL's ability to quickly grasp a huge chunk of the knee market doesn't seem there and the rest of it is a research-devo mill capital eater seems destined to drag down the EPS on the "business" end that brings home the revs, at least in the short term. I think we need to keep in mind that while this is a product based company, the product is essentially a surgical procedure, which isn't exactly a track that typically leads to fast and complete market penetration. GENZL ain't pushin' a pill that the docs have to read two pages on to be able to start using, this is a new surgical thang, and consequently slow and steady in market build. We still share in the company in the parent stock, so it isn't complete abandonment. Would maybe make sense to see GENZL spin out the actual "we have a product" knee and maybe skin, business from the research part of the company and have them go it as profit, bottom line oriented unit. If we get buying power? What do you have your eyes on??? Any quick money lying on the table around here??? Rman