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Biotech / Medical : Theragenics (TGX) on the up and up -- Ignore unavailable to you. Want to Upgrade?

To: bill hopkins who wrote (847)	5/11/1998 10:35:00 PM
From: Ron Kline	Respond to of 1055

Interesting because I talked to Ron just a few days ago and he didn't mention earnings being flat at all. On the contrary he said that demand right now is far exceeding supply, and just in the last few months it's intensified. I asked him whether it would impact earnings and he said "no". He made some mention that the market is sometimes a little crazy in making stories and overreacting to news stories such as all the talk of competitors last week. As far as ramping up to new systems, yes as they start up they do have to do a slow ramp up and it does take time to get to full speed. But with demand as high as it is I can't see much concern for THRX in the future. When you look at the data it's easy to see that THRX is eating into the surgery market and it's due to patients demanding to do seeding (my Dad is one of them). Patients are the one who are creating this with very little advertisement. It's like a wave that is not going to stop anytime soon. Yes it would be nice to see all systems online right now so that J&J can go full force like they have in past quarters (THRX is trying to hold em back a tad just to keep up with demand). But I far rather have a problem with meeting demand than the other way around. What the stock will do I have no guess, but I would be more a buyer of this stock in here than a seller. But that's my decision and each had to make up their own mind. That's the way the stockmarket works. Ron