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Biotech / Medical : The Stock for 1999(Polymedica)PLMD(Medical Supply Co.) -- Ignore unavailable to you. Want to Upgrade?

To: Abuckatatime who wrote (2533)	3/16/1999 10:56:00 PM
From: PAR	Respond to of 3414

Some points really bother me: 1) management is dead silent (even with respect to my emails to CFO). 2) no insider buying at these 'bargain' prices. 3) the record of insider selling that preceded this crash. I consider these to be as much a part of fundamentals as bookkeeping.

To: Abuckatatime who wrote (2533)	3/17/1999 9:23:00 AM
From: Sam	Respond to of 3414

With the capitulation going on it's hard to realize the PLMD 4Q and fiscal '99 year ends in a couple weeks. Your comments after talking to management indicate the business is on plan. Maybe it will help all of us to look at these projected numbers. Customers: 160,000 + EPS growth rate: 30% Forecast 4Q sales: $33,000,000 Forecast FY'99 sales: $108,000,000 Price/Sales ratio: <.6 Price/Earnings: < 8 4Q eps: >$.21 FY '99 eps: >$.78 Add in the major efforts ongoing in internet sales, adding a new product category, acquisition, continuing AZO division sales increases, no real risk of Medicare payment changes and tighter controls on accounts receivables and the business plan looks a Hell of a lot better than the price. I think I'm almost ready to double up.