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Biotech / Medical : T/FIF, a New Plateau

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To: Spekulatius who wrote (196)	8/6/2000 9:07:15 AM
From: tom pope	Read Replies (1) of 2243

>>Millipore makes most if its business with semiconductor companies and is not a good lifescience play IMHO. << Yes, that was my impression until I started looking at it, but according to a Morgan Stanley research report, biopharmaceutical research accounts for 65% of end market sales. The S&P research report agrees: >>Revenues are expected to advance at least 25% through 2001, driven by significant growth in microelectronics sales in Asia and the Americas. BioPharmaceutical & Research revenues (73% of total sales) should rise close to 10%, due mainly to new products in genomic research.<< The MS report is in PDF format and I'm not certain I can copy that into SI, but I'll try.

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