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Biotech / Medical : QDEL - Quidel more quick diagnosis

QDEL 24.35

+14.3%

Nov 21 9:30 AM EST

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To: Mr Logic who wrote (726)	5/1/1997 10:20:00 AM
From: AgAuUSA	of 1693

Patrick, <<do you think the sector is ignored?>> I would call it nearly "dead and buried." << Do you hold Macrochem (MCHM) also?>> No. <<I would agree that there seems to be some good value out there... but the question is when that value will be realised?>> Timing is always unpredictable. My best guess...sometime in the next year. Re: Qdel. Watch 2 factors. Earnings/Products. Settlement of the BD suit (hopefully sooner, rather than later). Re: BD suit....patents are written in pencil till a court upholds them. Infringement suits are sometimes disasterous to the patent holder. If technology changes....the patent may become worthless quickly. Technology in this field turns over 100% every 5-7 years. Qdel patent is the newest.... Does that help? FYI, I am buying Qdel. I own stock, so I may have a vested interest in the cos success. All is IMHO. <g> Greg

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