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Biotech / Medical : Chromatics Color Sciences International. Inc; CCSI -- Ignore unavailable to you. Want to Upgrade?


To: Jean-Philippe Chevalier who wrote (1568)3/25/1998 6:30:00 AM
From: Johnny Bravo esq  Respond to of 5736
 
Don and his strange bedfellows

Don, why don't you inform these good people about the Don Carlson, Mr. Pink, Dan Loeb, Third Point Investments, Key West Securities connections. They might be interested in who your bedfellows are, don't you think?

I'm not accusing you of anything illegal Don, but you have certainly allied yourself with some people that will likely be getting some courtroom exposure. Hell, one Key West employee already has been supeoned in a stock manipulation scheme.

Anyway, here's to you, looking at me.

Johnny Bravo esq
Pretty Boy



To: Jean-Philippe Chevalier who wrote (1568)3/25/1998 11:47:00 AM
From: Eric Anderson  Respond to of 5736
 
Thanks for following your duty. However, pointing to a statement that the market is X million, a figure that apparently has come from Spectrx, and that does not have any methodology accompanying is basically worthless to me except to point out that their are different opinions. BTW, I understand that one of the problems with the other technologies that have been tried prior to CCSI, is that they did not work very well on some races. I don't know whether this applies to the Spectrx technology since they have not conducted clinical trials to my knowledge.

There is an interesting article in Forbes, April 6, 1998, page 134. THe first paragraph in particular is revelant to CCSI. "Of the 300-odd public companies in the biotech bus (I know CCSI is not Biotech), 8 have meaingful earnings from selling products." One of the tricky times is when a company moves from R&D to a "real" company. Alot can go wrong, just look at OLGC ( combo of overblown expectations and poor execution during the transition.

IMO, Darby's move to surround herself with people who are experienced in these matters, is a good indication that she knows her limitations and her ego is not getting in her way.