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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Curt Whitaker who wrote (6109)	3/23/1998 11:51:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

CW Delaying shipment to pad Q2's "Viagra effect" certainly is a possibility. I already e-mailed a long note to her. If I don't get a straight and reasonable answer then I will certainly pin her down on this possible tactic. It would seem to be better for Vivus to generate whatever cash they can ASAP and just simply take Viagra head on and let the chips fall where they may. Nobody isn't expecting Viagra to initially impact Vivuses bottom line. I would rather see a couple of Viagra induced flat or lower earnings quarters and a nice Q1 surprise (just as everyone else--except shorts and our beloved forever vivus bears). At this point in time I would think that Vivus management would be smart enough to know that they are "in the fish bowel" and will be closely scrutinized by the investment community. Until then, as JK said today on CNBC "hang loose".