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Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (616)	2/11/1999 9:43:00 AM
From: Mike	Respond to of 2001

Earnings 0.10 vs expected loss of -0.07. Sales penetration increased by 50% and reorder rate is high. Revenue recognized for the qtr for research contracts was 1/2 of sqly. Did they bury some revenue here or is there a timing issue of payment? Sales of Adcon L for the qtr were anywhere from 13,000 to 14,000 units. Does anyone have a handle on this one? What was the breakdown of US to European sales? Things look good but does anyone have info on the resizing of Adcon L? This is one major outstanding issue that is coming close to being addressed. The Adcon L will be resized and repriced. Does anyone know where the plans are on this one in terms of pricing and timing? Anyone listen to the conference call. In addition remember that the reaction to last qtrs earnings was muted. It took almost a week for the market to react last qtr. So it may take another week for the earnings to be fully digested. Best to all, Mike