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Biotech / Medical : Gliatech (GLIA)

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To: Ben Smith who wrote (1348)3/14/2000 8:54:00 AM
From: Ben Smith  Read Replies (2) of 2001
 
Received my WIRED magazine for April. On page 282 under NEW MONEY with a heading Microsoft's Universe, Gliatech is mentioned. Gliatech is only a small speck of a planet but it is way out there with the big boys. Kind of shows what Rick Harmon and Dr. John M. de Castro have been saying about the potential for Gliatech.

Microsoft's Universe

How many dollars does your business generate per employee? How much profit per unit sale? By combing big revenue per employee with high gross margins and brisk sales, you could be he next Microsoft.
This image plots the Nasdaq Composite Index as a spiral galaxy. Market cap is represented by size. Revenue per employee is measured as distance from the center (0), spanning to the outer ring ($730,000) and beyond. Gross margin increases clockwise from 0 to 100 percent, shading from deep blue to hot red.
The old giants of the Nasdq galaxy include Microsoft (MSFT), Intel (INTC), Cisco (CSCO), and Oracle (ORCL). Dell's size is unique in the low-margin area. But wait - what are those bodies hovering around Microsoft? Mostly, they're in biotech - like Amgen (AMGN), Gilead Science (GLID), and Gliatech (GLIA) - and fossil fuels, such as Basin Exploration (BSNX), Miller Exploration (MEXP), and Toreador Royalty (TRGL). Enterprise-software vendor Veritas (VRTS) has the makings of big red, but Yahoo (YHOO) comes closest to matching Microsoft's combination of valuation, margin, and productivity. Stargazer advisory: Keep your telescope trained on eBay.

WIRED APRIL 2000
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