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Biotech / Medical : CLZR:a potential 10 bagger? -- Ignore unavailable to you. Want to Upgrade?

To: Bob Davis who wrote (90)	1/24/1999 3:07:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 315

Bob - I have read the WallStreet Transcript article, the PSST announcement and so on ... I am coming away with the feeling the CLZR is trying to use a PC based Metaphor with respect to selling their products. I have summarized my thoughts here ... messages.yahoo.com@m2.yahoo.com I would appreciate your feedback. Please understand, I am not looking for an agreement. Rather, I am looking for ideas that might find a hole in my logic. regards, John McCarthy

To: Bob Davis who wrote (90)	5/16/1999 9:38:00 PM
From: moat	Respond to of 315

Bob, First, thank you for your web site and its excellent reporting & analysis. Besides you and BlueStone's Scott Baily, who else knows CLZR well and its product space? Here is how I see the situation. Because of the nice product cycle that started 3 quarter ago, CLZR is showing strong Q/Q growth, hence its EPS is heading north. Question: should we be concerned with the competition since product cycles are pretty short in this space? Who's coming up next to eat CLZR's lunch? (Is Palomar down because of CLZR -- due better, newer, and cheaper products?)