Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron Luhmann who wrote (9869)	7/24/1998 10:26:00 AM
From: EagleC	Read Replies (1) \| Respond to of 14328

The HMO angle has always been one of my reasons for staying in the stock. The resistance to this might be a complex evolution given capital investments in laboratories, personnel, distribution networks,etc. To displace a few products at a time may not make logistical or contractual sense, however, it seems inevitable that this will eventually occur. And the more mainstream product TRIBY acquires or gets approved the greater the likelihood. It's very interesting to watch the growing pains of TRIBY as they march ahead--given your orientation is long term.

To: Ron Luhmann who wrote (9869)	7/24/1998 11:35:00 AM
From: Alegzis	Read Replies (2) \| Respond to of 14328

<< give sales figures of over 100 products becomes an admin burden>> Any $29.95 DOS accounting program has the ability to compartmentalize sales by dept/product/etc. For some reason, they are holding back. Presumably, if this info were to be made public, the competition could gain an edge. The knowledge that TRIBY has of specific market sizes for specific applications is "equity". Marketing departments are paid handsomely for determining such info. One could argue that if TRIBY advertised their sales per product per region, this [valuable and confidential] information could be used by the competitors to encroach on Trinity's footholds.