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

To: Ron Luhmann who wrote (9872)	7/24/1998 11:23:00 AM
From: gbull	Respond to of 14328

Ron: I liked them better at 15 million shares! They have done great with their leverage of these shares. Anyone that has had their own business knows cash flow is the key. Overhead can flat kill you daid. So perhaps a lot of our grousing is Monday morning quarterback stuff on some folks that are really doing a great job with what they have to work with. If they come up with $50-100 mill in sales within 5 years and never borrow money (besides from US!) something is very good. I've been watching since late '95 and it is amazing to see what they've done with the company. Ya'll take it easy on Scott, he's weathered our storms rather well, and if he wants to talk about his IQ he's just a candidate for Mensa. They don't know any better anyway. He's hooked on the story like the rest of us, I welcome his Technical Analysis, it's a good viewpoint. Dowman, I have to question what you're up to. Are you a shareholder? If not, why hang around? Da Moose

To: Ron Luhmann who wrote (9872)	7/25/1998 12:46:00 PM
From: dowman	Read Replies (3) \| Respond to of 14328

Let's see.. Issues I have raised and the conference call ANSWERS 1) Hiv2 and the FDA. Company admits on the conference call a request for more information regarding HIV2 without elaboration. 2) Disclosure by product line. Company hides behind idea that "100" products are hard to track. Really. most likely 80% of revenues come from 20 or less of their products. Is that a hard number to track in the age of the computer? And as a large % of sales could be from "acquired" lines known in the marketplace what is the need for secrecy. Competitors are surely aware, why not shareholders 3) Lack of timely disclosure about management exercise of insider options. Does anyone who listened really believe they came even close to answering the questions of the broker who has to answer those questions for his clients who own the stock. He did not seem satisfied with the answers. 4) Further dilution from additional shares. Well, we shall see. If they go 6 months without additional shares that will be a sign they are serious. This might be a hard habit to break. If they can reverse themselves about extending the warrants in 3 months, I would certainly be from Missouri on this issue. I know, I know... CLUELESS SABOTUER WHO PREVARICATES..