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Biotech / Medical : GUMM - Eliminate the Common Cold -- Ignore unavailable to you. Want to Upgrade?

To: DanZ who wrote (458)	3/31/1999 1:50:00 AM
From: Eric Fader	Read Replies (2) \| Respond to of 5582

Dan - I'm sure you'll agree that there's always a tendency for a shareholder to put a positive spin on the company's news, whether consciously or unconsciously. As a NON-shareholder, however, I agree with your analysis. My only reservation is based on the calendar, in that I assume that the views of two people I've recently corresponded with who were concerned that the "cold season" is ending (and about the relatively long wait until massive sales of Zicam can be expected) are representative of many others'. Of course, major analyst coverage could change everything in a hurry. Good luck until I decide to join you as a shareholder. -Eric

To: DanZ who wrote (458)	3/31/1999 11:51:00 AM
From: Mike M	Respond to of 5582

Dan- As always you did a great job on the recap of GUMM's statement. Revenues, as I expected, were not dramatic. I look forward with anticipation to seeing revenue rise much more so in the first quarter. Zicam's impact on the market will be seasonal but should have a very positive impact and show significant growth over the next several years. I too believe that we have survived the "earnings" announcement and can look forward to better times. Perhaps equally significant but unheralded was the securing of financing. The $6M when available will allow GUMM to invest for greater growth. I am particularly delighted that it did not necessarily result in dilution to shareholders. Regards, Mike