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Pastimes : son of T/FIF

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To: biowa who wrote (514)	2/3/2000 9:33:00 AM
From: Torben Noerup Nielsen	of 673

Biowa, At this rate, Millennium Pharma won't merger with GE; they'll just buy them out :-) It's much the same as AOL and Time Warner! I share your concerns and I'm worried. I just don't think things are quite as bad as a lot of other people do. And I see real long-term value in many of the biotechs. Right now, they are accumulating IP for the future; i.e., building value. That's what patents are all about. In the case of the DotCom companies, there's some value in the branding. Hey, Amazon might make it after all. But if they continue on their present course and become profitable, then they're headed for an appointment with DoJ! Cheers, Torben P.S. I need toothpicks to keep my eyes open; Venus isn't even up yet here :-)

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