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To: WallStBum who wrote (263)	7/17/1998 10:22:00 AM
From: Madeleine Harrison	Read Replies (1) \| Respond to of 582

Bum, re Nasi: (REUTERS) RESEARCH ALERT - Dain cuts brachytherapy cos RESEARCH ALERT - Dain cuts brachytherapy cos NEW YORK, July 2 (Reuters) - Dain Rauscher Wessels said Thursday it has lowered its rating on three brachytheraphy or cancer treatment providers. -- Theragenics Corp. <THRX.O> cut to neutral from a buy-aggressive. -- Mentor Corp. <MNTR.O> cut to neutral from buy. -- North American Scientific Inc. <NASI.O> cut to neutral from strong buy. -- Analyst Parice Halbert said supply in sector will overtake demand sooner than expected due to rival Anglo-Norwegian health technology company Nycomed Amersham <NYE.N> escalating its capacity expansion sooner than anticipated. -- In addition, an article in June 1998 edition of Urology, comes out in favor of radical prostatectomy over using Iodine seeds on the basis of seven-year disease free rates.

To: WallStBum who wrote (263)	7/17/1998 11:44:00 AM
From: Jeffrey Beckman	Respond to of 582

Dax, Geez, NASI twelve already? It was going down hill for quite a while and the report Mads posted set things off. Down about 5-1/2 that day. THRX was down 8. I only had a token NASI position left, but still about half of my THRX. Doubled on the day's low and got some back, but it wasn't fun. I don't believe the fundamentals have actaully changed, the scientific report being somewhat discredited. Still, when momentum stocks lose momentum, look out. Great BOP, or not (g). Jeff