TS03 Inc Trust Units TSTIF

RE:RE:Disposable Scopes

[Drrwong]

@Mary:  I am not a blind believer in anything, so I am constantly doing due diligence and updating my view.  So my support for this management team is not eternal and is dependent on sales, or probability of making future sales.  It seems you read my previous posts, so you should know I don't really want to post much here anymore.  But here are my last points:

-  The reason I posted the disposable scopes thread is because I just finished looking at Olympus, Steris and Cantel for my Fund as potential investments.  So i know what they are doing and their strategic priorities.  It happens that some people are making a big deal on disposable scopes here, which does not jive with what the OEMs are saying.  Remember these are not my view, but the OEMs'
-  RR being clueless:  ask him about the industry structure and drivers, ask him about which hospital has pending needs for new sterilizers, ask other industry people if they know RR.  Only after doing all that can anyone claim he is clueless
-  What are my questions?  Sales prospects/runway in the future, which affect whether we need to raise more capital.  This then depends on: how hard/quick the regualtor push towards sterilization (AAMI/FDA), is it a management or strategy issue vs. it is just hard penetrating an entrenched oligopoly market with deep pockets, any disruptive technologies on the horizon; would new management help our cause (balance disruption vs. new strategy or enhanced execution); why hospitals are reluctant to buy VP4s and can we overcome those conerns; ability to penetrate IDN/GPOs....the list goes on.