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Biotech / Medical : PE Biosystems (PEB)

PEB 11.49

0.0%

Dec 29 3:59 PM EST

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To: PuddleGlum who wrote (105)	2/23/2000 11:26:00 PM
From: PuddleGlum	Read Replies (1) of 122

Abed- I really don't follow Nycomed-Amersham (don't even know the symbol) except inasmuch as they are our primary competitor in high-throughput sequencing. They brought out their megabace product before we delivered the 3700, so they got a decent market share as a result. I don't know that the 3700 is any better than the megabace, but I've heard from sources outside the company that that may be so. However, since Nycomed's stock isn't moving I'd say we may have pent up demand that will come out one of these days, or that the market may be telling us that Nycomed needs to prove that it can follow up on the Megabace with another great product. pg

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