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Biotech / Medical : Trickle Portfolio

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To: tuck who started this subject	11/19/2000 1:07:41 AM
From: tuck	of 1784

Fellow TrickleMavens, I recommend reading the business section of PEB's 10-K for an overview of a paradigmatic trickle company: 10kwizard.com What's discouraging is that even they can't figure out their own market position. Which makes Wilder's find concerning mass spectrometer market share from a Waters report a precious find. Don't know if I'll be able to slap values on every segment in trickle taxonomy, but maybe at least I can figure out the taxonomy and have a vague idea of what's going on. Plowing ahead for my own education. Cheers, Tuck

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