BEAT: just to clarify, I put BEAT on the top of my track list to focus on DD, not to say it would be my first buy. This is at near it's 52-week low, having lost 85% of its value. I see the CMS reimbursement change as exposing the weakness of the co.'s business model, likely once trumpeted as its strength (ie. no capital costs for users of the technology as BEAT apparently owns their devices, bills medicare and provides clinical reports to the Dr.'s).
Growth rate has been robust and they are profitable and stand a good chance that they will remain so despite the cut in reimbursement. I don't know if they deserve the haircut they've received in the last year and the next 2 quarters will tell much about continued growth and profitability.
The nix of the merger is much less of a problem. BTEL is a microminicap and not likely to be much of a hinderence going forward, IMO.
regards,
aj
