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Biotech / Medical : Trickle Portfolio

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To: tom pope who wrote (67)	11/5/2000 8:04:04 PM
From: tuck	Read Replies (2) of 1784

tom, You had it right. See, all the technicians hired to run the trickle down equipment will make just enough to get an new exhaust system, not a new beemer like their bosses. Wondering what Peter sees in BIOI. Possible turnaround with a couple key managers and some preferred stock retiring? They seem to be trying to expand. Broad catalog of trickle products. Hope they've got the right products. They have good, though declining, margins due to a rise in cost of materials. Expensive for earnings growth, reasonable P/S. biz.yahoo.com On no obvious news I can find, it was up hugely during the spring spike from low single digits to high 30s. Management must have uttered the word "genomics" at some point, eh? Prior to yesterday's bounce the stock has been weak of late. siliconinvestor.com Thoughts, crew? Cheers, Tuck

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