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Biotech / Medical : Trinity Biotech (TRIBY) -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (9711)	7/9/1998 10:12:00 PM
From: Stephen Smith	Read Replies (1) \| Respond to of 14328

I have appreciated the contributions of most of the people on this board. I have been long on TRIBY for two years and have averaged down on dips, usually during the end of year tax selling. I am concerned that revenues only seem to grow through acquisitions. The internal growth rate is hard to judge but does not seem very robust. I have talked with management several times and they have always been friendly and informative. Trinity seems to have great products but I think their marketing of the products could be much better. They have some good partnerships like SKB in Africa but they are going to have to do more to grow sales. I pressed for a $ figure for the Malaysia HIV agreement and was told that they expected to do about one million in sales this year under the agreement, BUT that the economic problems in Asia might cut into that. I would expect that HIV test sales in Africa via SKB will increase as SKB starts selling it in more countries. My patience is starting to wear thin but I won't sell at this price. A long time lurker says Hi! to Keiko, Ron, Leman, Scott, Caroline and Daughters and everyone else. It was hot and steamy here in North Carolina today.