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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (167)	11/28/2000 3:30:20 PM
From: Pseudo Biologist	Read Replies (1) of 1784

Great work tuck. I think you may want to consider DNEX and PBSC. DNEX: biz.yahoo.com Dionex Corporation designs, manufactures, markets and services analytical instrumentation and related accessories and chemicals. ... Dionex develops, manufactures, markets and services a range of chromatography systems, sample preparation devices and related products that are used by chemists to separate and quantify the individual components of complex chemical mixtures in many major industrial, research and laboratory markets. PBSC: biz.yahoo.com Packard BioScience Company is a global developer, manufacturer and marketer of instruments and related consumables and services for use in the life sciences research and nuclear industries. The Company is primarily focused on the areas of drug discovery, genomics and biochip analysis NYE (http://biz.yahoo.com/p/n/nye.html ) also interesting; I think they are in the midst of a de-merger that will create an even purer trickle play. I honestly would not put ABGX and MEDX in this universe given their direct involvment in drug development, just an opinion. PB out

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