You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
10
member
4/14/04 6:00AM
I have added
The company is on track to better than I thought where they would be on the gross margin line. They have plowed a lot of this money into sga, rd and legal. I think... login to read the rest
Bedrock, are you still interested in CTAC? Sounds like the company's guidance for 2004 implies they won't be on the run-rate of earnings you thought for a while -- does their guidance just push... login to read the rest
A lot of the sga ramp was to establish personel and proceedures for the bill. They will need it now that it passed. When I reduced sga in the first case it was... login to read the rest
two other ? You mention sga,rd and litigation annualized would result in savings of $37.8 mill. Litigation savings understandable but sga will still exist or what am i misunderstanding here? While a great opportunity appears
I do not have an exact number, but i do know that last qtr they lost about 6mm in sales to doctors who refused to verify which is the difference between reported revenue and the... login to read the rest
The insider selling is automatic, 1000 a week in the case of Coon, which is a pittance compared with the amount bought in the 10 range last year. One director I talk with though... login to read the rest
form 4's show 10b5 plans to sell on a regular basis small amounts with sellers still holding over 3 million shares. After speaking to mgmt agree this is a great idea. One question-what %... login to read the rest
If it becomes commodity mkt- what would be 1800's competitive advantage? Couldnt anybody simply sell things on the web- customers would win, ODs would certainly lose- but isnt 1800 just a distributor that will not
Are you sure you want to close this position 1-800-CONTACTS?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag 1-800-CONTACTS for Removal
Are you sure you want to Flag this idea 1-800-CONTACTS for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.