Speaking of which--how about Affymetrix,
maybe not a Gorilla, but it seems to fit
the description of King (market leader)
for gene chips, and maybe probe arrays (?).
Here is a post to give folks on this thread
a feel for what you can do with this stuff
Message 8195304
I realize that biotechnology investing is not
fashionable--the subject rarely comes up on this
thread. But I should think there is a place for a
few more gorillas in biotech--besides just Amgen
and Biogen.
And we know that big pharma would like to fill up
their pipelines--there is certainly room in the
neurobiological area for better drugs, and cancer
certainly has not been licked yet. What I like
about biotech, is that there are so many possibilities
for that "discontinuous innovation".
Thread: Please don't interpret this message to mean
that I want to in any way make a case for selling
the big tech stocks, merely suggesting that bioTech
is also interesting. For the longest time I argued
against owning MSFT or DELL, well, I was wrong. I
admit it. I never loaded Linux on my PC, I scrapped
OS/2 long ago, and with W95 the only reasonable
platform for PC gaming, I've nowhere to go. I may
load Red Hat after I buy the new Playstation, but
until then, I am most certainly not here to argue
against owning the big techs that everbody loves.
For sure, I'm not buying them, but I certainly cannot
say that they suck... |
