How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 508.61

+1.0%

11:21 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric S. who wrote (37901)	2/15/2000 2:35:00 PM
From: larry	Read Replies (1) of 74651

MYGN and LYNX should grab your biggest attention. After genomics databases sweep the world, proteomics should be the next hot area. The former has the best R&D, latter has a cool patent. I will be very surprised to see anything less than a 5 bagger. UHTR, TTP are hot biopharmaceutical companies. Nice products = hot return. GERN can be a contender. If they can the US patent and has someone who is as experienced with PR as J. Venter (the dude in CRA), you have a 20 bagger in hand. sure there are lots of shorts who are betting against the issue. Don't put all your $$$ in it though. MLNM is a decent issue and worth taking a long look. A great CEO who fully understands the importance of bioinformatics. GENE logic, GENE are trash companies and will be cut by at least 70% in the next two years. INCY has better product pipeline than CRA and has most of the DNAs patented. CRA will have a huge problem generating $$$ to offset its lofty valuations in the future, not to mention a fight against NIH who is pissed off at the whole situation. Their best bet is to become a bioinformatics company but they need to get rid of 75% of their employees who spent 3 months learning computer language and routinely run the same PERL script day in and day out. Curagen has gone a bit too far. AFFX has low quality R&D but their patents should prevent the issue from crashing down to earth. The third wave should see those several bioinformatics software companies who support R&D in the area going up 5-10 fold. That will happen after proteometics hot waves goes in full swing. However, if biotech loses momentum, all the bets are off. But since 99% of the fools have not jumped onto ship yet, I am betting a banner year from this sector.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next