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Biotech / Medical : AFFYMETRIX (AFFX)
AFFX 14.010.0%Apr 1 5:00 PM EST

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To: LLCF who wrote (913)7/23/1999 2:35:00 PM
From: Mike McFarland  Read Replies (4) of 1728
 
Unless we can find somebody here on SI who is
doing expression or toxicity profiling with these
chips, how can we have a discussion on who's chips
are best--much less who's database is best.

I get the impression that AFFX is the leader in
chips and INCY is the leader in database products.
Of course--I like to play the monkey game instead
of the Gorilla game, so I went with Gene Logic.

messages.yahoo.com
where I found this from H&Q
Synopsis - Gene Logic is developing a gene expression database based on Affymetrix's GeneChip arrays. The success of this database should be directly related to Affymetrix's installed base of GeneChip systems. With Affymetrix's placement rate of GeneChip systems accelerating, we believe a good way to take advantage of this is to own Gene Logic stock. Gene Logic should sign its first database deals late in the third quarter.

There was a fellow who seemed to know what he was talking
about here on SI last fall--Dr. Goodhybe...somebody may
want to slog through the AFFX thread and find his comments,
but I seem to remember he was very high on Affy.

That's all I know for now...GLGC's flow through chip is
interesting...but if I played outside the nth tiers,
as we like to call em, I'd have a couple hundred of affx
and I'd have twice bought into Incyte each time it dipped
below $20--you remember, I was right there, ready to buy,
what a shame.

Keep thrashing around Dave, it helps flush out folks who
know this stuff--that's all I ever do. And lately you've
had the hot hand right...I'll be lurking right behind.

Hoping Steve Push shows back up on the glgc thread...
and maybe Goodhybe will show up here if he sees his name.
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