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To: Jean-Philippe Chevalier who wrote (1561)3/24/1998 4:12:00 AM
From: Manfred  Respond to of 5736
 
wow,what an intelligent analyses

Manfred



To: Jean-Philippe Chevalier who wrote (1561)3/24/1998 8:02:00 AM
From: George Kirlin  Read Replies (1) | Respond to of 5736
 
Don, a theory is a postulate that has been proven. Noone knows, for exact count, the bilirubin market, and where and how you are going to measure it. It can be estimated. It has, by a large number of different folks. So maybe, your guess is just that, a guess, not a theory. Don't be so egotistical to claim a theory, humor us.



To: Jean-Philippe Chevalier who wrote (1561)3/24/1998 8:12:00 AM
From: Nick  Respond to of 5736
 
Don, why don't you just stay at Mr. Pink's thread. You are much appreciated there unlike here.



To: Jean-Philippe Chevalier who wrote (1561)3/24/1998 11:09:00 AM
From: Eric Anderson  Read Replies (1) | Respond to of 5736
 
Don;

Please don't patronize me. Mr. Pink's analysis of the market size lacks information about the basic assumptions underlying his market guess. The analysis I have seen to date from Skip as well as CCSI at least makes it clear what assumptions are being used. In conducting my own DD, I can then evaluate each and make changes that I believe may be necessary to meet my own criteria about market risk.

In the end, the realized sales may be substantially different than the projections. What is great about investing is that everyone has a different take on the market - otherwise would this be boring.