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Biotech / Medical : AFFYMETRIX (AFFX)

AFFX 14.01

0.0%

Apr 1 5:00 PM EST

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To: Mike McFarland who wrote (927)	7/24/1999 11:44:00 PM
From: JF Quinnelly	Read Replies (1) of 1728

Affy's chip has been described as not suited to high throughput screening. I'm not familiar with Gene Logic's offering. Incyte reported that they have installed computers that are in the supercomputer range, for managing their genetic databases. Seems to indicate that the threshhold for entering this field will be quite high. The quote you posted regarding Nanogen is one more reason to spread your investment throughout these companies. Each of these platforms has different strengths and weaknesses, and it's way too early to be predicting the eventual winners. An early leader in personal computers was Commodore, with a true multi-tasking machine using icons and a GUI long before the Wintel machines. Zilog owned the CPU business. CPM was the DOS of choice. Betamax was earlier and better than VHS...

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