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Biotech / Medical : AFFYMETRIX (AFFX)

AFFX 14.01

0.0%

Apr 1 5:00 PM EST

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To: Ben Wa who wrote (1382)	10/5/2000 3:00:30 PM
From: William Marsh	Read Replies (2) of 1728

My understanding of the Oxford litigation is that it involves how broadly the AFFX patents can be interpreted. To imply that the result of this litigation is a make or break issue for AFFX is, I believe, a gross exaggeration. The patent litigation is important and will determine the shape of the industry as it develops. But it isn't the only factor by any means, and in any case it is unlikely to, by itself, put anyone out of business. In the meantime, AFFX has lots of irons in the fire, as the recent press release indicates. The competitors are struggling to get their chips to market, while AFFX is developing all sorts of added value applications and services for their already in the market chips.

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