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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (524)	8/17/1996 7:05:00 PM
From: Dr. Bob	of 132070

Michael, a question from a novice investor re: biotechs. I have been investing in the tech sector (right or wrongfully) in the equipt makers whose products are "must-have", even in existing fabs - so I've got UTEK, ETEC and ASMLF (comments on this strategy and these companies welcome, but not the focus of this question). Is there a similar strategy one can utilize in biotechs? I've invested in a couple that I'm familiar with from my line of work (MEDI, GLFD), but I wonder (since both of these companies and a lot of others are building new production facilities) if there are companies producing equipment for these new factories who make "must-have" equipt. with good growth potential.

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